Using recaps
6 articles
How to edit a Notetaker recap
Learn how to edit a Notetaker recap by adjusting details, adding context, or removing items. This guide covers enabling Notetaker, accessing recaps, and saving your updates, making it easy to keep your meeting notes accurate and organized.
How to manage Notetaker recaps
Learn to manage Notetaker recaps: enable recording for Zoom/Meet/Teams, locate recaps, export transcripts as TXT, and download video recordings for offline use.
How to manage Notetaker recaps from the mobile app
Learn to manage Notetaker recaps on the mobile app, from accessing and reviewing meeting summaries to sharing and deleting recaps. Stay productive on-the-go and enhance team collaboration using this tool for Zoom and Google Meet.
How to send recaps to your CRM and other apps
Calendly Notetaker can auto-send meeting recaps, transcripts, and key details to Salesforce, HubSpot, or any app via Zapier. Keep CRM records current, cut manual notes, and share summaries faster.
How to share Notetaker recaps
Learn how to share Notetaker recaps: grant access to specific teammates, your workspace, anyone via link, email recaps, and revoke or hide access; find shared recaps under Shared with me
Meeting Digest email overview
Discover the benefits of the daily Meeting Digest email that summarizes your schedule, includes quick actions, and is tailored to your meetings. Stay organized with essential details delivered every morning, ensuring you never miss a meeting.