The notetaker joins your call as a visible participant, writes down who said what, and turns the conversation into notes, decisions and tasks attached to the right customer. You can listen instead of typing.
What it works with
Zoom, Google Meet and Microsoft Teams. It can join in two ways:
- Automatically: it watches your connected calendar and joins meetings that match your rules.
- When you send it: better if only some meetings should be recorded.
It shows in the participant list for the whole call, so everyone can see the meeting is being recorded. Say at the start that it is there.
What you get
- A summary of the meeting.
- Decisions, separated from discussion.
- Action items with owners and due dates.
- Suggested updates to your records, such as a changed deal value.
- A searchable transcript with speaker names.
- A drafted follow-up message.
Everything arrives as a draft. Nothing is created and nothing is sent until you approve it. The notes also attach to the contact, company and deal the meeting was about. Find your meetings on the Meetings page in the left sidebar.
Set it up
- Connect your calendar in Connectors.
- Turn on the notetaker and choose automatic or manual.
- If automatic, choose which meetings count. External meetings only is a sensible choice.
- Run one real meeting and check the result before relying on it.
Notetaker time depends on your plan and add-ons, see pricing.
Privacy
Meeting content is not used to train models. Deleting a meeting deletes its recording, transcript and notes together.
Better results
- Say names at the start.
- Say decisions out loud: "So we agreed X."
- Name owners and dates: "Sara will send the quote by Thursday."
- Check numbers and dates, especially after a noisy call.