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Start a meeting with the AI notetaker

Create a Google Meet from a project, or send the AI notetaker into a Meet, Zoom or Teams call, so the meeting is recorded and summarised.

Updated

Before you start

  • You need to be on the project team, or be an admin or manager.
  • To create a Google Meet, connect your Gmail in Inbox first. The meeting is created on your Google account.
  • To send the notetaker, an admin must have set it up. Until then the switch says "No notetaker configured".

Create a Google Meet

  1. In the project's Meeting notes, click New note and choose Create meeting.
  2. Enter a title, for example "Weekly client check-in".
  3. Choose Start now, or Schedule and set the Date & time.
  4. Pick the participants. You are always included.
  5. Switch on Send the AI notetaker if you want it recorded.
  6. Click Start meeting or Schedule meeting.
  1. Click New note and choose Meeting link.
  2. Paste a Google Meet, Zoom or Teams link. Techstyles detects which it is.
  3. For Teams, enter the Passcode from the invitation. Teams needs it for the notetaker to join. For Zoom it's optional.
  4. Choose Start now or Schedule, switch on Send the AI notetaker, and save.

What happens next

  • For Create meeting, the event and Meet link are added to your Google Calendar, and Google emails invitations to the participants.
  • The notetaker joins straight away, or about a minute after the scheduled start. Admit it when it asks to join. The note shows Bot joining, Waiting to be admitted, Bot recording and then Recorded by bot.
  • When the meeting ends, the recording is transcribed and summarised like any other note.

During the meeting

Open the note to use Join meeting, End meeting, Send notetaker now (if it isn't in the call) or Stop & process (to remove it and process what it has recorded).

Good to know

  • Participants must be on the project team.
  • Tell everyone in the meeting that it is being recorded.
  • A scheduled notetaker stops trying 15 minutes after the start time.
  • Deleting the note doesn't withdraw Google Calendar invitations already sent.
  • On a Zoom link the window also shows "Zoom needs Vexa Marketplace approval". That note is about Vexa, which isn't available yet. The notetaker available today runs on Recall.ai.