How to set up Notetaker

Set up Notetaker to automatically join and record your meetings. You can choose which meetings it joins and update these settings at any time.

Before you begin

• Make sure your calendar is connected to Calendly
• Notetaker supports Zoom, Google Meet, and Microsoft Teams meetings

Set up Notetaker

Step 1 — Enable Notetaker

1. Go to Settings → AI → Notetaker
2. Select Try Notetaker.
3. Select Next.

Step 2 — Choose which meetings Notetaker joins

By default, Notetaker joins all Zoom, Google Meet, and Microsoft Teams meetings scheduled on your connected calendar.

You can adjust these settings at any time:

• Toggle on/off All meetings scheduled with Calendly
• Use the dropdown to pick specific event types
• Toggle on/off All meetings scheduled on connected calendars
• You can always remove Notetaker from a meeting
• Toggle on/off Only meetings with external invitees
• Note: External invitees have a different email domain than you

You can remove Notetaker from any meeting at any time.

When you’re done, select Finish setup.

Manage your recording defaults

Decide which meetings Notetaker joins automatically.

1. Go to Settings → Notetaker.
2. Find Recording defaults.
3. Select the Notetaker should join dropdown.
4. Choose one:
• All meetings
• Meetings with people outside your company
• Meetings scheduled via Calendly
• Use the dropdown to select specific event types
• Meetings scheduled from [your connected calendar]
• No meetings automatically (add manually instead)
5. Select Save changes.