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The Notetaker is an AI-powered tool that automatically joins your meetings, records them, generates transcripts, and provides helpful summaries and action items. You can set up the notetaker to automatically join meetings, or manually add the notetaker as needed.

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Setting up the notetaker

Notetaker will automatically join all meetings where:
  • You’re the organizer.
  • There are external participants.
  • There is a meeting link.
The Notetaker will not join meetings where:
  • You’re the only participant.
  • The event spans a full day or multiple days.
To enable the notetaker to automatically join meetings, you’ll first need to make sure you’ve integrated your email, which will pull meetings through from your primary calendar connected to your email.

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Integrating your email

To integrate your email:
1

Navigate to 'Account settings' > 'Email and calendar'.

2

Find the Google or Microsoft Outlook section, depending on which provider you want to connect.

3

Click the 'Connect' button.

4

Once redirected to the email provider's authentication page, sign in with your email credentials and grant the necessary permissions.

Once your email is integrated, you can enable the notetaker and configure your notetaker settings.

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Enabling the notetaker

To enable the notetaker, navigate to Account settings > Integrations > Notetaker and toggle the notetaker on. From this page, you can configure how your notetaker appears in meetings, including adding a custom name and avatar. You can also configure the recording retention settings here. You can choose to keep meeting records and transcripts forever, to delete after a certain number of days, or to delete immediately after the meeting ends.

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Adding the notetaker manually

After you’ve enabled the notetaker in settings, you can also manually add a notetaker to any meeting that has a valid meeting link:
1

Click 'Start new meeting' in the top right corner of the 'Calendar' page.

2

Choose 'Start with meeting link' from the dropdown.

3

Enter the meeting link and click 'Start meeting'.

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In-person meetings

To add a notetaker to an in-person meeting:
1

Click 'Start new meeting' in the top right corner of the 'Calendar' page.

2

Choose 'Start in-person meeting' from the dropdown.

A recording will automatically be started for the in-person meeting. After finishing and uploading the recording, a meeting recap will be created, just as with an online meeting.
We will soon be adding support for phone call meetings.

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Removing the notetaker

To remove the notetaker from a specific meeting, toggle the Notetaker switch off for the meeting. To turn off the notetaker for all meetings, navigate to Account settings > Integrations > Notetaker and toggle the notetaker off.

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Managing notetakers

After a notetaker joins your meeting, you’ll be able to view meeting notes, transcript, and a recap. You’ll also be able to manage auto-generated tasks and chat with the notetaker.
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