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Actionable, shareable recaps for every meeting

Calendly Notetaker turns every meeting into a recap with clear next steps, so you can focus on the conversation and follow up faster.

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Notetaker Capabilities

Cut the busywork around your meetings

Automate summaries and action items

From one-on-one calls to team syncs, every meeting ends with a summary, action items, and a ready-to-send follow-up email, so nothing falls through the cracks.

Access past recap history

Get the context you need before your next meeting without digging through old notes. Scan a contact's recap history or ask your AI assistant Callie what was covered last time.

Stay in control of what gets shared

Recordings, notes, and recaps are private by default. Set rules for when Notetaker joins meetings and passcode-protect any recap before you share.

Works in every meeting

Use Notetaker across all your meetings — not just the ones scheduled via Calendly. Compatible with Zoom, Google Meet, and Microsoft Teams.

See notetaker in action

Capture what matters while staying present

How it works

Works in just a few clicks

Calendly Notetaker recap with an AI-generated meeting summary and four action items

01 — Toggle Notetaker on or off for any individual meeting or meeting type, or set rules to auto-join only the meetings that match your criteria.

Calendly Notetaker email sharing a meeting summary, action items, and next steps

02 — Automatically record the meeting and transcribe notes. Notetaker notifies attendees before it records and transcribes conversations, so everyone can opt in.

Callie answering questions about a previous meeting using Calendly Notetaker recap history

03 — Get an actionable recap with a summary, key points, and action items via email and in your Calendly account.

Calendly meeting with Notetaker enabled to automatically capture a Q2 Hiring Review

04 — Share a pre-drafted follow-up email with a polished summary and next steps. Edit the summary, create a snippet, or attach the full recording.

Calendly Notetaker recording and transcribing a video meeting between two participants

05 — Review past recaps right from your contact’s profile. Ask Callie questions about past meetings and get answers instantly.

Platform capabilities

Get secure recaps wherever work happens

Automatically joins any meeting you choose

Records and transcribes Zoom, Google Meet, and Microsoft Teams meetings, including calls scheduled outside of Calendly.

Syncs with the tools you use

Send recaps to HubSpot or Salesforce directly, or connect other platforms through Zapier.

Enterprise-grade security

Confidently share and store recaps backed by Calendly's enterprise security, data privacy protections, and U.S. data centers. Your data is never used to train AI.

Frequently asked questions