Google CalendarMeeting schedule
Google MeetJoins and records
ZoomJoins and records
Microsoft TeamsJoins and records
NotionMeeting notes
SlackSummaries & actions
Hire 
an AI Notetaker.Every meeting recorded.Every summary filed.
The AI Notetaker reads your calendar a week ahead, sends a bot into each meeting as it starts and files the summary and action items where your team works.
Trusted by teams at
From a calendar invite
to notes your team can use.
The Notetaker plans the week from your calendar, joins the meetings you allow, and files a summary, decisions and action items to the right place after each one.
Calendar scan- Meetings found
- 14 this week
- To record
- 11 by your rules
- Skipped
- 3 marked private
- Conflicts
- None
Meeting join- Meeting
- Weekly pipeline review
- Joined at
- Start time
- Recording notice
- Announced
- Participants
- 6 attendees
Summary- Summary
- 5 key points
- Decisions
- 2 recorded
- Action items
- 4 with owners
- Transcript
- Attached
Filed- Notes page
- Saved to workspace
- Team channel
- Summary posted
- CRM record
- Meeting logged
- Reminders
- Sent to owners
Plan
Read the calendar a week ahead and mark which meetings to join under your recording rules.
Only the meetings you allow. Shared only where you say. Private, legal and HR meetings are skipped by default, and recordings follow your retention and access rules.
Explore governanceThe job to be done
A clear responsibility.
A verifiable outcome.
Starts with
A meeting on a connected calendar that your recording rules allow
Works toward
A filed summary with decisions and owned action items, shared where your team works
Leaves to people
Which meetings may be recorded, who may see each recording, and anything said off the record
The Notetaker owns
Meeting capture and follow-up- Plan the week from the calendar
- Join and record allowed meetings
- Write the summary and decisions
- List action items with owners
- File notes and update the CRM
People keep
Your team decides- Which meetings are recorded
- Who can access recordings
- Retention and deletion rules
- Corrections to the record
Handed off with context
- 01Announce recording at the start of every meeting it joins.
- 02Skip meetings marked private or outside your rules.
- 03Separate what was decided from what was only discussed.
- 04Share notes only with the people and places you approve.
Design the difficult cases
Exceptions need a path,
not a success message.
- Google Meet
- Objection
- Raised in chat
- Recording
- Stopped
- Organiser
- Notified
A participant objects to recording
Consent comes before the recording.
What the agent doesThe Notetaker stops recording, leaves the meeting and tells the organiser, keeping nothing from that session.
What you can checkThe meeting log showing the stop and the organiser notice.
- Google Calendar
- Meeting
- Board pre-read
- Rule
- Confidential label
- Action
- Not joined
A meeting is marked confidential
Private meetings stay private.
What the agent doesThe Notetaker skips the meeting and does not join, even if it is on a connected calendar.
What you can checkThe weekly plan showing the meeting as skipped.
- Slack
- Action item
- Update pricing deck
- Owner
- Not stated
- Next step
- Organiser asked
An action item has no clear owner
Unowned work is flagged, not guessed.
What the agent doesThe Notetaker lists the item as unassigned and asks the organiser to name an owner instead of picking one.
What you can checkThe summary flag and the organiser prompt in Slack.
Self-service setup
You set the rules.
The Notetaker gets to work.
- 01
Set recording rules
Choose which calendars and meeting types to record, and which to always skip.
Scope gateApproved recording policy - 02
Connect your tools
Connect calendars, meeting platforms, your notes workspace, chat and CRM with scoped access.
Connect gateReviewed integration map - 03
Test real meetings
Record a few internal meetings and check the summaries, owners and filing before going wider.
Evaluate gateAcceptance log & sample notes - 04
Roll out by team
Start with one team, review the notes for two weeks, then add more calendars.
Release gateDeployment & support plan
Systems & permissions
Connect the work to the source of truth.
CalendarsRead the meeting schedule a week ahead.Which calendars are connected and which labels mean skip.Meeting platformsJoin, announce and record allowed meetings.Consent notice, recording storage and retention.
Notes, chat & CRMFile summaries, post updates and log meetings on records.Who can see each note and where it is shared.Review consent requirements in each region you operate, recording retention and who can access transcripts.
Pilot evidence
Measure the result.
Inspect the failures.
- Calendar & meeting logs
- Planned
- From the calendar
- Joined
- Logged per meeting
- Skipped by rule
- Listed
Meetings covered
Allowed meetings joined and recorded, checked against the weekly plan.
- Notion & Slack
- Summaries filed
- Per meeting
- Action items
- With owners
- CRM updates
- Logged
Notes delivered
Summaries filed and shared after each meeting, in the places you chose.
- Team workspace
- Items assigned
- Tracked
- Unowned items
- Flagged
- Time saved
- Agree a baseline
Follow-through
Action items closed by their owners, tracked from the notes.
Agree what a useful summary contains before the pilot, then review a sample of notes each week with the meeting owners.
Buyer guidance
Choose the right level of responsibility.
- Use a recorder app when…
You only need a raw recording or transcript of a single meeting.
- Consider the AI Notetaker when…
You want every allowed meeting captured and the notes filed where the team works.
- Keep a human in charge when…
Meetings involve legal, HR or board matters that should not be recorded.
- Build a custom workforce when…
Meeting outcomes should start work for other AI employees, like a follow-up by the Sales Executive.
Buyer & implementation questions
What to know before
hiring the AI Notetaker.
Google Meet, Zoom and Microsoft Teams. Confirm your platform settings allow a bot participant.
Yes. It announces recording when it joins, and stops and leaves if a participant objects.
Yes. Set rules by calendar, label or meeting type; meetings marked private or confidential are skipped.
Wherever you choose: your notes workspace, a team channel and the CRM record for the account or deal.
Only the people and places you approve, under the retention period you set.
Yes. Sign up, connect your calendar and meeting platforms, set your recording rules and test on a few internal meetings first.