The notetaker is an AI bot that joins your online meetings, records the conversation, and generates a transcript. Once the transcript is ready, Slant automatically produces a summary, notes, and recommended tasks.Documentation Index
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How it works
When you have a connected calendar, the notetaker monitors your upcoming meetings. If a meeting has an online link (Zoom, Google Meet, Microsoft Teams, Webex, or Slack), the notetaker automatically joins at the scheduled time, records the meeting, and processes the transcript when the meeting ends. The notetaker appears as a participant in your meeting with a name and avatar you can customize in settings.Turn off the notetaker entirely
If you don’t want the notetaker to join any of your meetings:
The notetaker stops joining all future meetings for that book. You can turn it back on at any time.
Turn off the notetaker for a specific meeting
You can disable the notetaker for individual meetings without turning it off globally. On the Upcoming tab of the Meetings page, each online meeting shows a Notetaker toggle. Turn it off to prevent the notetaker from joining that particular meeting. You can also toggle the notetaker from the meeting detail side panel or full detail page.The notetaker toggle only appears on meetings that have an online meeting link and are scheduled in the future.
Two-week scheduling window
The Notetaker toggle can only be enabled for meetings that start within the next 14 days. For meetings further out, the toggle is disabled until the start time falls inside the window.Meetings scheduled more than 14 days from today show a disabled Notetaker toggle. Once the meeting moves inside the 14-day window, the toggle becomes available and you can enable or disable the notetaker as usual.
One notetaker per meeting
When multiple users in your firm are invited to the same calendar event, Slant only sends one notetaker to the meeting — not one per user or book. This prevents duplicate bots from joining the same call and keeps a single, clean recording and transcript. If a meeting appears on more than one user’s calendar, the notetaker still joins once. Each user continues to see the meeting in their own Upcoming list and can toggle the notetaker on or off for the shared event.Send the notetaker to a meeting not on your calendar
If you have an online meeting that isn’t on your calendar, you can still send the notetaker by creating the meeting manually:Add details and paste your link
Optionally select a household and meeting type, enter a title, and paste the meeting link (e.g., a Zoom or Google Meet URL).
Send the notetaker to a meeting in progress
If a calendar meeting is already underway and the notetaker didn’t join automatically, you can send it manually. Open the meeting from the Upcoming tab and click the notetaker toggle or use the Send bot option to have the notetaker join the meeting in progress.Phone call recording
The notetaker can also record phone calls. See phone call meetings for setup and usage. If you have a phone integration that automatically transcribes calls, those transcripts are captured as meetings automatically.FAQ
Which video platforms does the notetaker support?
Which video platforms does the notetaker support?
The notetaker joins meetings on Zoom, Google Meet, Microsoft Teams, Webex, and Slack.
Can I skip the notetaker for recurring meetings?
Can I skip the notetaker for recurring meetings?
Yes. In Settings → Notetaker under your book’s tab, enable Skip recurring meetings to prevent the notetaker from joining recurring calendar events. You can still send the notetaker to individual meetings manually.
What happens if the notetaker can't join?
What happens if the notetaker can't join?
If the meeting link is invalid, the platform is unsupported, or the meeting has already ended, the notetaker won’t join. You can still upload a recording or transcript after the meeting.
Can I change the notetaker's name and avatar?
Can I change the notetaker's name and avatar?
Yes. Go to Settings → Notetaker to set a custom bot participant name and avatar. See notetaker settings for details.
Next steps
Creating and recording meetings
Start in-person, online, or phone meetings, or upload past recordings
Customizing meeting AI
Configure notetaker settings and customize AI prompts