Bankai Notes
Bankai Notes is your meeting recorder. Press one shortcut and Bankai captures the whole conversation — your microphone and the audio coming out of your computer — then turns it into a clean AI summary with action items, a full searchable transcript, and (if you want) names for each person who spoke. It works on top of any meeting app — Zoom, Google Meet, Microsoft Teams, or a Copera meeting — and it even works with no app at all, capturing the people in the room around you.
Where dictation and the other voice modes are for short bursts at the cursor, Bankai Notes is built for the long haul: a thirty-minute standup, an hour-long client call, an afternoon workshop. You talk, it listens, and afterward you get something you can read, search, share, and act on.
Bankai Notes runs in the Copera desktop app (Windows and macOS). The recording itself happens on your computer, so you need the desktop app to start a session. You can still open and read your notes library in a browser, but the New note button will point you to the desktop app.
Getting Started
You start a recording from the desktop app. There are three ways to begin:
- Press the Notes shortcut. A quick press-and-let-go starts a hands-free recording so you can put the keyboard down and just talk. See Keyboard Shortcuts for the exact keys on your platform.
- Click the Notes button in a Copera meeting. When you are in a Copera meeting, the notebook button in the call toolbar starts a recording without leaving the call.
- Let Bankai detect your meeting. With meeting detection turned on, Bankai notices when a meeting app starts using your microphone and offers to record (see Settings and Configuration below).
While recording, a floating window shows the live transcript as it comes in, and you can type your own notes alongside it or mark a highlight at any important moment. When you are done, stop the recording from the shortcut, the floating bar, or the notes window. Bankai saves the session and your new note appears in the library.
Bankai Notes does not summarize automatically when you stop. This keeps you in control of when the AI runs — open the note afterward and generate the summary when you are ready, with the preset and context you want.
The Notes Library
Your notes live on a dedicated page in the AI section of the sidebar. The library has two parts:
- The note list on the left — every recording you have made or that has been shared with you, newest first, each showing its title, date, and length.
- The note detail on the right — opens when you select a note, with two tabs: Summary and Transcript.
Finding a Note
- Search — type in the search box at the top of the list to filter your notes by title.
- Select — click any note to open it. The list collapses to a slim rail so the note has room to breathe, and slides back out when you hover over it.
Deleting a Note
Hover over a note in the list and click the trash icon, or open the note. Deleting a note permanently removes its recording, transcript, and summary.
Deleting a note cannot be undone. The recording, transcript, and summary are permanently removed.
The AI Summary
The Summary tab is where the AI turns your meeting into something useful. Open a finished note and you will see a generated summary — typically a short overview, the key decisions, and a list of action items — written in a clean, editable document.
Generating and Regenerating
- If a note does not have a summary yet, click Generate summary to create one.
- Already have one but want a fresh take? Click the primary button to regenerate it. The note shows a processing state while the AI works, then drops the new summary in.
Preset Prompts
Different meetings deserve different summaries. A one-on-one reads differently from a sales call or a sprint retro. Open the preset prompts picker (the wand button) to choose how the AI should shape your summary, and apply it.
- Copera starts you off with a default set of presets.
- You can edit, add, and delete presets freely — each preset is your own instruction to the AI (for example, "Summarize as a sales call with next steps and objections").
- After picking a preset, the summary button changes to Generate as [preset] or Regenerate as [preset] so you know exactly what it will do.
Refine with AI
Want to tweak the summary without starting over? Use the Ask AI bar at the bottom of the summary. Type an instruction — "make it shorter," "pull the action items to the top," "add a section on risks" — and the AI rewrites the summary in place. You can even dictate your instruction with your voice.
Editing and Copying
- The summary is a fully editable document — click in and make changes directly. Your edits save automatically.
- Click Copy as Markdown to copy the whole summary to your clipboard, ready to paste into a document, chat message, or anywhere else.
Adding Meeting Context
If you give the note a bit of context about what the meeting was about, the AI uses it to write a sharper summary. You can rename the note's title at any time, and your edits save as you type.
The Transcript
The Transcript tab shows the full text of everything that was said, broken into time-stamped segments. It is built to read like a document, with timestamps in a steady left column and the words beside them.
Playback
When the recording's audio is available, the transcript becomes interactive:
- Play and pause the recording from the bar at the bottom, and watch the progress along the timeline.
- Click any segment to jump the audio straight to that moment.
- Download the audio as a file to keep or share outside Copera.
Searching the Transcript
Click the search icon in the bottom bar and type to find any word or phrase. Bankai highlights every match, shows your position (for example, "2 / 7"), and lets you jump between matches with the up and down arrows.
Highlights
Any moments you starred during the meeting appear with a star in the transcript, so the parts you flagged as important are easy to find later.
Copying the Transcript
Click the copy icon to copy the full transcript — timestamps and all — to your clipboard.
Speaker Identification
By default, Bankai Notes gives you one clean, chronological transcript. If you want to know who said what, you can turn on speaker identification — it is opt-in, so it only runs when you ask for it.
Identifying Speakers
- Open a finished note and go to the Transcript tab.
- Click Identify speakers. Bankai re-processes the recording to separate the different voices.
- While it works, a processing indicator appears. When it finishes, the transcript regroups under speaker headings (Speaker A, Speaker B, and so on).
Identifying speakers needs the recording's audio and a finished summary, so the button waits until both are ready. Notes recorded before audio saving was available cannot be processed.
Naming Each Voice
Once speakers are identified, a labeling panel appears above the transcript:
- Tap play next to a speaker to hear a short sample of their voice.
- Type a name for that voice. As you name people, the transcript updates to show real names instead of "Speaker A."
Rewrite the Summary with Names
After you have named the voices, Bankai offers to Redo summary with speakers — regenerating the summary so it credits decisions and action items to the right people by name.
Re-identifying
If the result is not quite right, you can run identification again. If you have already named voices, Bankai asks you to confirm first, since re-running clears the names you assigned.
Sharing a Note
A note starts private to you, the person who recorded it. As the owner, you can share it with teammates.
- Open the note and click the share control in the top-right of the detail pane (an avatar group, or a "add people" icon if the note is not shared yet).
- Add the people or teams you want to share with.
- Give each person a role that controls what they can do.
| Role | What they can do |
|---|---|
| Owner | Full control — the person who recorded the note. Can share, edit, regenerate, identify speakers, and delete. |
| Admin | Manage the note alongside the owner. |
| Member | Work with the note's content. |
| Viewer | Read the summary and transcript, and play the audio. |
People you share with see the note appear in their own library. Non-owners open the note in a read-only view — they can read the summary, read and search the transcript, and play the audio, but editing, regenerating, sharing, and speaker identification stay with the owner.
Bankai Notes are personal recordings made through the desktop app. They are different from a Copera meeting channel transcription, which is recorded for everyone in a Copera meeting. If you are looking for transcripts of Copera meetings, see Meeting Transcription.
Settings and Configuration
Bankai Notes settings live on the Voice Settings page (open the AI section, then the gear next to your Bankai name). The Bankai Notes card holds the meeting-detection options; the on/off switch for the feature itself is in the Modes section.
| Setting | What it controls | Default |
|---|---|---|
| Enable Bankai Notes | Turns the Notes mode on or off (in the Modes section). | On |
| Meeting Detection | Automatically notice when a meeting app starts using your microphone. | Off |
| Show Notifications | Show a native notification when a meeting is detected. | On (when detection is on) |
| Check Interval | How often Bankai checks for active meeting microphone use, from 1 second (fast) to 10 seconds (slow). | — |
| Ignored Applications | Skip detection for specific apps you list (for example, your own video app). | Empty |
Meeting detection runs only in the desktop app. You can change these settings in a browser, but the detector itself needs the desktop client.
Talking to Bankai During a Recording
You can use Bankai's other voice modes — like dictation or Ask — while a Notes recording is running, and Bankai keeps the two separate automatically. While you are speaking to Bankai, your words are not recorded into the meeting note, so a quick question to Bankai never ends up in your meeting transcript. The rest of the meeting keeps recording normally.
Tips and Best Practices
Start recording the moment the conversation begins — there is no setup screen to slow you down. You can always rename the note, add context, and pick a preset afterward when you generate the summary.
Mark a highlight during the meeting whenever something important happens. The starred moments are easy to scan in the transcript later, and they help you find the exact spot in the audio.
Use a preset that matches the meeting type. A "sales call" preset and a "team retro" preset produce very different — and far more useful — summaries than a generic one.
Only turn on speaker identification when you actually need to know who said what. For a solo brainstorm or a quick note-to-self, the plain chronological transcript is faster and cleaner.
Frequently Asked Questions
Do I need the desktop app to use Bankai Notes?
To record, yes — recording happens on your computer through the Copera desktop app. You can open and read your existing notes library in a browser, but starting a new recording requires the desktop app.
Does it record both sides of a video call?
Yes. Bankai Notes captures your microphone and the audio coming out of your computer, so both you and the other people on the call are recorded — on any meeting app.
Can I record an in-person meeting with no app?
Yes. With no meeting app running, Bankai Notes still records through your microphone, capturing the people in the room with you.
Is the meeting summarized automatically when I stop?
No. Stopping saves your transcript and recording, and you generate the summary yourself when you open the note. This lets you pick the right preset and add context first.
Who can see my notes?
Only you, until you share them. As the owner you can share a note with specific teammates or teams and choose what each person can do.
Can I edit the AI summary?
Yes. The summary is a fully editable document — make changes directly, ask the AI to refine it, or regenerate it with a different preset. Your edits save automatically.
Why is the audio player greyed out on an older note?
Notes recorded before audio saving was available do not have a stored recording, so playback, download, and speaker identification are unavailable for them. The transcript and summary still work.
Related Features
- Voice Modes — The short-form Bankai modes: Dictation, Ask, Commands, Chat, Vision, and Omni.
- Voice Settings — Configure Bankai Notes detection, language, vocabulary, and the floating bar.
- Keyboard Shortcuts — The shortcuts that start and stop a Bankai Notes recording.
- Meeting Transcription — Transcribe Copera meeting channels for everyone in the call.
- Ask Copera AI — The conversational assistant where your Chat-mode voice sessions are saved.