Introduction to the Notetaker

What the Notetaker does

The Notetaker joins your meetings (when you enable it), records them, transcribes the conversation, and creates notes. You get a summary, key decisions, action items, pain points, and objections, all within minutes after the meeting ends. Benefit: no more lost notes or forgotten follow-ups.

You can also ask the Notetaker questions about past meetings in chat. It has the full context and can quote what was said.

How the Notetaker categorizes meetings

The Notetaker recognizes different meeting types:

• Sales with existing prospect: You're talking to someone already in your pipeline
• Sales with new prospect: You're talking to someone not yet in your CRM
• Knowledge meeting: Strategy, competitive intel, market insights
• Internal meeting: Standup, sync, routine

For sales meetings, the Notetaker suggests next steps: follow-up email, schedule a meeting, research the company, and can create those tasks for you.

Next steps from meetings

After a sales call, the Notetaker can suggest: send a follow-up email, schedule a demo, research the prospect or company. You can approve these and the team will execute. The Notetaker also extracts learnings, insights worth remembering, and you can add meeting participants as new prospects.

Enabling the Notetaker

Connect your Google Calendar in Profile > Integrations. Then enable the Notetaker to join specific meetings. It will automatically join, record, and create notes when the meeting ends. Notes appear in the Meetings room within minutes.