Step-by-step
📋 ChatRTX
NVIDIA
📘 Step-by-step 📘 NVIDIA · ChatRTX↗ ChatRTX · Official sitebeginner 💼 Business

Turn Messy Meeting Notes into Clear Action Items with ChatRTX

Drop your raw Zoom notes into NVIDIA's free, offline AI assistant and pull out a clean list of decisions, owners, and deadlines in minutes.

In short: ChatRTX is NVIDIA's free, offline AI assistant for Windows that lets you chat with your own meeting notes. You need a recent NVIDIA RTX GPU (it won't run on most laptops or older desktops), and it can list action items but cannot send the email or Slack message for you.

You just walked out of a 45-minute call with a screen full of half-typed phrases, side comments, and three different TODOs you promised to remember. ChatRTX can turn that mess into a tidy list of who owns what and by when — and the notes never leave your laptop.

💡 Tip: tap a step’s number when you finish it — a green tick appears and your browser remembers how far you got.

✅ Before you start
  • A Windows 10 or 11 PC with an NVIDIA GeForce RTX 30-series or 40-series GPU (8 GB VRAM or more). Most laptops and older desktops don't qualify — check first.
  • About 20 GB of free disk space for the installer plus the AI model it bundles.
  • Your meeting notes saved as a plain text (.txt), PDF, or Word (.docx) file in a folder you can find easily.
  • Roughly 30 minutes for the first setup, then about 5 minutes per meeting afterward.
1

Check that your PC can actually run ChatRTX

Open the Start menu (the little Windows logo in the bottom-left corner of your screen), type Device Manager, and press Enter. A long list of your computer's hardware appears. Scroll down to Display adapters, click the small arrow next to it, and read the name that shows up. If it says something like "NVIDIA GeForce RTX 3060" or "NVIDIA GeForce RTX 4070," you're good — that card is what runs the AI. If it shows an older card (GTX, RTX 20-series) or an AMD/Intel chip, ChatRTX will not work; skip to "What this means for you" below for easier alternatives. If it looks different: If Device Manager doesn't open the usual way, try right-clicking the Start button or pressing the Windows key + X — a small menu usually appears where you can pick Device Manager from a list. On a laptop, the GPU model is sometimes printed on a sticker under the keyboard or visible in Settings → System → About. You'll know it worked when the card name includes "RTX 30" or "RTX 40."

2

Download and install ChatRTX

On NVIDIA's website, look for the ChatRTX page and download the Windows installer. The file is several GB because the app comes bundled with an AI model (think of it as ChatGPT's brain, downloaded onto your computer). Run the installer file and accept the default options. The download and setup usually takes 10–20 minutes on a fast connection, so grab a coffee. If it looks different: NVIDIA updates its pages often, so if the link moves, just search the site for "ChatRTX" — the installer file should end in .exe. If Windows shows a security warning (often labeled something like "Windows protected your PC"), there is usually an extra line to click that says "More info", and then a button along the lines of "Run anyway" to proceed; the file is legitimate. On a setup screen that asks who to install for, choose "Install for me only" — it's faster. You'll know it worked when the installer finishes without errors. A new entry for ChatRTX typically appears somewhere in the Start menu (look under recently added apps or just type the name in the search box to confirm).

3

Load your meeting notes into ChatRTX

Launch ChatRTX from the Start menu. A clean window opens with a chat text box at the bottom (where your questions will go) and an empty area above it (where replies will appear). Above the chat box, somewhere in the top portion of the window, look for a section that lets you point the app at your documents — in our testing this is usually a panel or icon cluster near the top of the window, often near the right side. The most common control looks like a folder icon, or a button labeled something like "Add files", "Add folder", or similar. Click it and pick the folder that contains your meeting notes — use a folder with only the notes you want ChatRTX to read. The app scans those files and builds an index (a behind-the-scenes table of contents, like the index at the back of a textbook) which takes a minute or two. If it looks different: If you don't see a folder control near the chat box, look for a left-hand sidebar — earlier versions put the file controls there. If still nothing is obvious, click any gear icon or ⋯ (three-dot) menu at the top of the window; folder controls often live inside. In some versions the button may say something like "Dataset," "Documents," or "Library" — any of those usually leads to the same place.

💬 ExampleA clean folder path works best — for example, `C:\Users\YourName\Documents\MeetingNotes` with one `.txt` or `.pdf` file per meeting.

You'll know it worked when the app shows some kind of confirmation, often a count like "X documents loaded" or a small checkmark/indicator next to the folder you picked. The exact wording varies between versions.

4

Ask ChatRTX to extract the action items

Click into the chat text box at the bottom of the window and type a clear request. ChatRTX reads your indexed notes and replies with a structured list. It only searches the documents you gave it — it doesn't look at the web. Local AI runs a bit slower than cloud services, so give it 10–20 seconds to answer. If it looks different: Some versions send with Enter; others use Shift+Enter to make a new line, with another key (sometimes a small arrow icon) to send. If the reply starts streaming in word-by-word, that's normal.

💬 Example`From these meeting notes, list every decision made, every action item, who owns it, and any deadline mentioned. Format as a numbered list.`

You'll know it worked when you see a numbered list with each item showing an owner and a date, like "1. Maria — finalize the Q3 budget by Friday, 12 June."

5

Refine the list if it's messy

If the first answer missed something or was too vague, type a follow-up question in the same chat box pointing at the gap. ChatRTX re-reads your notes with the new instruction and replies again — usually within 30 seconds. Because the AI is running on your PC, each answer costs you a few seconds of patience, but no data leaves the laptop. If it looks different: If the AI insists "no deadlines were mentioned" but you clearly heard one, try naming the speaker or topic — "Re-check the section about the marketing launch and look for any dates." Local indexes can miss details on the first pass.

💬 Example`You missed the part about Sarah booking the conference room. Re-scan the notes and add any item I might have missed, including ones without explicit deadlines.`

You'll know it worked when the second reply includes the items that were missing from the first.

6

Copy the list into Slack or email

Highlight the AI's reply with your mouse, press Ctrl + C to copy, then switch to Slack or your email draft and press Ctrl + V to paste. ChatRTX has no built-in Slack or Gmail button — the clipboard is the bridge between your AI and your team. In Slack, Ctrl + Shift + V often keeps the bullet formatting intact; in Gmail, plain Ctrl + V works. If it looks different: If Ctrl+C grabs nothing, click once inside the chat reply area to make sure the window has focus, then try again — sometimes the click is what tells the app "this is what I want to copy." Some email clients strip formatting; pasting into a doc first, then copying from there, often gives a cleaner result.

💬 ExamplePaste into Slack, then add a one-line intro: *"Action items from today's call — please claim your line ✅"* so people know what to do with the list.

You'll know it worked when the list appears in Slack or your email draft with each item on its own line, owner attached, and deadline visible.

⚠️ Common mistakes
  • Skipping the hardware check. If your GPU isn't an RTX 30- or 40-series card, the installer will fail or the app will refuse to start. Confirm first — it saves an hour of frustration.
  • Asking about things not in your notes. ChatRTX only searches the documents you gave it. Ask "what's the weather?" and you'll get "I don't have that information" — that's correct, not a bug.
  • Indexing the wrong folder. Point it at a folder full of random PDFs and you'll get random answers. Use a clean folder with only the meeting notes you want the AI to consider.
🚀 Try it now

Take the last meeting you sat through, paste the rough notes into a single .txt file, load it into ChatRTX, and ask it to list the action items. Five minutes from now you'll have a list you can actually send to your team.

❓ Quick questions

How long does this take?

About 6 minutes — the guide has 6 steps, and you can tick each one off as you go.

Which tool do I need?

This guide uses NVIDIA ChatRTX — but the approach works very similarly in other AI assistants.

Do I need to prepare anything?
  • A Windows 10 or 11 PC with an NVIDIA GeForce RTX 30-series or 40-series GPU (8 GB VRAM or more). Most laptops and older desktops don't qualify — check first.
  • About 20 GB of free disk space for the installer plus the AI model it bundles.
  • Your meeting notes saved as a plain text (.txt), PDF, or Word (.docx) file in a folder you can find easily.
  • Roughly 30 minutes for the first setup, then about 5 minutes per meeting afterward.
What mistakes should I avoid?
  • Skipping the hardware check. If your GPU isn't an RTX 30- or 40-series card, the installer will fail or the app will refuse to start. Confirm first — it saves an hour of frustration.
  • Asking about things not in your notes. ChatRTX only searches the documents you gave it. Ask "what's the weather?" and you'll get "I don't have that information" — that's correct, not a bug.
  • Indexing the wrong folder. Point it at a folder full of random PDFs and you'll get random answers. Use a clean folder with only the meeting notes you want the AI to consider.

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✦ Original step-by-step guide by AI World HQ's AI editorial team. Written in plain language, reviewed for accuracy.

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