Record a Meeting with the AI Notetaker

What this covers#

Taking notes and running the conversation are two jobs, and doing both badly is the usual outcome. The AI notetaker takes the first one off you: it joins the call, and afterwards the meeting record carries a transcript, a written summary and the action items.

This article covers where the switch is, what the notetaker needs in order to work, what turns up on the record afterwards, and the promise you make to everyone in the room when you use it.

Switch it on#

The notetaker is set per meeting, on the meeting form — the same form whether you are creating a meeting or editing one that already exists. Look in MEETING DETAILS, directly under the platform picker.

The Get Notetaker toggle on the meeting form, with the notice that comes with it.

Turn Get Notetaker on and the form tells you exactly what you have signed up for:

Notetaker joins the call and writes a summary, action items and a transcript afterwards. Everyone in the meeting is told it is being recorded.

Both halves of that sentence matter. The first is what you get. The second is what you owe the other people on the call.

What it needs to work#

The notetaker joins a call, so there has to be a call for it to join. That is set just above the toggle.

“How will you meet?” — Zoom, Google Meet or Other. Google Meet builds the join link for you when you save.

How will you meet? offers three options:

• Google Meet — the least work. The form says it plainly: “Google Meet creates the join link for you when you save.” A green line underneath confirms which Google account is connected.
• Zoom — for teams that live in Zoom instead.
• Other — anything else, with the details supplied by you.

What lands on the record#

Everything the notetaker produces goes onto the meeting record itself, in the Meeting Information block. Nothing is emailed and nothing lives anywhere separate.

After the call: Transcript and AI Summary filled in, with Notetaker reading Yes.

• Notetaker — Yes or No. Check this first: it tells you whether to expect anything at all below.
• Transcript — what was said, attributed to whoever said it. Long ones are truncated behind a Show more link.
• AI Summary — the short version. What the other side wants, what was agreed, what happens next.
• Recording URL — where a recording appears when there is one. NA means there is nothing to play.

Reading a Meeting Record covers the rest of that page — the field blocks, the Related panel and the Timeline.

Not the same thing: the Summarise button#

There is a second piece of AI on the record, and it is easy to confuse with the first.

The AI Summary panel at the top of Overview. Its Summarise button is on-demand, and unrelated to whether the notetaker attended.

The panel at the top of Overview has a Summarise button that generates a summary from what the record already holds, whenever you ask it to. It does not need the notetaker and it does not need a call to have happened.

The distinction in one line: the notetaker was in the room; Summarise reads the file. When the notetaker attended, the transcript is the better source.

Bookings do not bring it along#

A meeting created when somebody books a slot on one of your booking links arrives with Notetaker: No. The toggle lives on the meeting, not on the booking link, so there is nowhere to switch it on in advance.

If you want a booked call recorded, open the meeting after it is booked, switch Get Notetaker on and save — before the call, not after. What Happens After Someone Books covers what else those records arrive with.

Before you switch it on#

1. Decide whether the room would mind. Everyone is told; a heads-up beforehand is better than a surprise banner mid-sentence.
2. Check the platform. A joinable link has to exist, or nothing joins.
3. Switch it on before the meeting starts. It cannot attend retrospectively.
4. Afterwards, read the AI Summary and set the status. Then Create Follow-up Task for whatever the summary says you owe someone.