Using recaps
5 articles
How to manage and share Notetaker recaps
Learn how to effectively manage and share Notetaker recaps from your Zoom or Google Meet calls using Calendly. Discover ways to share links, email notes, and protect recordings with passcodes while easily locating and exporting your recaps.
How to send recaps to your CRM and other apps
Calendly Notetaker can auto-send meeting recaps, transcripts, and key details to Salesforce, HubSpot, or any app via Zapier. Keep CRM records current, cut manual notes, and share summaries faster.
How to edit a Notetaker recap
Learn how to edit a Notetaker recap by adjusting details, adding context, or removing items. This guide covers enabling Notetaker, accessing recaps, and saving your updates, making it easy to keep your meeting notes accurate and organized.
How to manage Notetaker recaps from the mobile app
Learn to manage Notetaker recaps on the mobile app, from accessing and reviewing meeting summaries to sharing and deleting recaps. Stay productive on-the-go and enhance team collaboration using this tool for Zoom and Google Meet.
Meeting Digest email overview
Discover the benefits of the daily Meeting Digest email that summarizes your schedule, includes quick actions, and is tailored to your meetings. Stay organized with essential details delivered every morning, ensuring you never miss a meeting.