Notetaker: send a bot to record and transcribe your meetings
Which platforms the notetaker joins, how to switch it on for your workspace, a meeting type or a single meeting, what your attendees are told, and why a meeting sometimes is not recorded.
The notetaker joins your online meetings as a participant, records them, and writes the transcript and a summary back into meetergo. You do not install anything: it dials into the call the same way a person does.
The notetaker is in beta and is switched on per workspace. If you do not see it, write to us and we will enable it for you.
Which platforms it can join
The notetaker joins these three:
| Platform | Joins |
|---|---|
| Zoom | Yes |
| Google Meet | Yes |
| Microsoft Teams | Yes |
Everything else is left alone. Phone calls, in-person appointments and links from other video tools are shown in your list with the reason no bot will come, so you can see it in advance instead of finding out afterwards.
meetergo Connect calls are also skipped, because Connect records itself. Sending a bot would record the same meeting twice.
Switch it on
There are three levels, and the most specific one wins.
- Your own default. Open Notetaker in the sidebar and turn on Record my meetings. From then on a notetaker joins every meeting it can.
- One meeting type. Open the meeting type, go to the Power-Ups tab and set recording there. This overrides your default for bookings of that type.
- One meeting. In the upcoming list on the Notetaker page, switch a single meeting on or off. This overrides everything below it.
Recording is off until you turn it on. A meeting is only recorded if you asked for it.
What your attendees see
Everyone on the call sees the notetaker in the participant list, under a name your workspace chooses. Admins can change that name under Notetaker, and it is worth setting to something your own customers will recognise.
The recording is also announced before the call happens. When a meeting will be recorded, meetergo says so:
- on the booking page, before someone books
- in the confirmation, reschedule and cancellation emails
- in the calendar invitation every attendee holds
- in workflow reminder emails
If you change your mind and switch recording off, those messages are corrected for every future booking underneath the setting you changed.
Recording a conversation usually requires everyone taking part to agree, and the rules differ by country. Make sure you have that agreement before you record.
What language it transcribes in
The notetaker asks the meeting platform to caption in the language the meeting was booked in, which is the language your invitee picked on your booking page. A meeting from your own calendar has no booking page, so it uses your account language.
The summary is written in the language of the transcript, so the two always match.
Zoom and Teams show one caption language to everyone in the call. The notetaker's choice applies to the whole meeting, not just to the bot.
Stop, pause and delete
- Pause stops capturing while the notetaker stays in the call. Nothing is recorded until you resume, and the transcript says where the gap is.
- Stop removes the notetaker from the call. Whatever it recorded up to that point is kept.
- Delete removes the recording, the transcript and the summary.
Your own calendar meetings
The notetaker also covers meetings that were never booked through meetergo. Connect your Google or Microsoft calendar and meetings from it appear in the upcoming list, marked as coming from your calendar, each with its own switch.
Only meetings inside a short window ahead are read, and they are removed again when you switch the notetaker off.
Turn it off for the whole workspace
Admins have one switch under Notetaker that stops recording for everyone, whatever each person has set for themselves. Turning it off also removes notetakers that are currently in calls. It is a stop switch: it never starts a recording on anyone's behalf.
When a meeting is not recorded
The upcoming list always says why. The most common reasons:
| What you see | What it means |
|---|---|
| The notetaker joins Zoom, Google Meet and Microsoft Teams only | The meeting is on a platform no bot of ours can join |
| The meeting link is incomplete | Right platform, but the link is missing what the bot needs. Copy it again from the calendar invitation |
| This meeting has no online meeting link | Nothing to join yet, for example a booking still being rescheduled |
| This meeting takes place in person | It happens in a room, not on a call |
| Every notetaker was busy in another call | Your workspace ran out of notetakers at that moment |
| Recording is off for this meeting | The setting on you, the meeting type or this meeting says no |
After a call, a recording can still be missing. Then the reason describes what happened in the meeting itself: nobody joined, the notetaker was not let in, the platform did not allow recording, or captions were unavailable so there was nothing to transcribe.
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