In this article, we'll go through all the information you need to use your AI Note Taker in every meeting.
Initiate the recording, transcription, and summarization
Schedule the Fellow Note Taker to join and auto-record your call by toggling on Auto-record. There are a few places to do this from:
Click on the three-dot menu at the top right corner of the note to access your Automations in settings and toggle on Auto-record.
Toggle on Auto-record found at the bottom of the note in Fellow
If you do not wish to toggle on Auto-record to schedule the Fellow Note Taker to join, you can instead start the recording by pressing the "Record Now" button.
Whether you decided to invite your Note Taker manually or set the Auto-record automation, to start recording your call, you'll need to allow your Note Taker to join every meeting you want to get transcribed and summarized.
Once your Note Taker has joined your meeting, run your meeting as normal. Your Note Taker will start recording and transcribing right away.
Stop recording by hanging up the call or clicking on the stop button on the recorder at the bottom of the note
Now the magic happens - your Note Taker will process the meeting transcription to generate an AI-powered meeting summary. This might take a minute or two.
Check here for everything you can see and edit in the AI Note window!
If you're looking for a recording from a previous meeting, here you can check a few places where you'll find them.
AI Note Taker Settings
If you go to your User Settings, you'll be able to set up all the preferences for the Fellow Note Taker in your account.
First, click on your Workspace logo at the top left corner. Then select User settings > Note Taker
Here you can choose when and how you want the Note Taker to behave, and who you want the recaps to be sent to.
Scheduling Your Note Taker Using My Week
Using My Week, you can create events and add the Fellow Note Taker to your meetings all in one spot.
Creating New Events
Navigate to My Week, located at the top of the condensed version of your calendar on the left side, to view your calendar events for the week.
Near the top left of the My Week window, click the grey plus sign button to begin creating a new event.
Near the bottom of the newly popped-up Create event panel, verify that the Enable Auto-record toggle is turned on. Once on, the Fellow Note Taker will automatically join the meeting and any future meeting occurence if recurring.
Inviting the Fellow Note Taker to Existing Events
In My Week, right-click on a future event and select Turn on Auto-record. Going forward, the Fellow Note Taker will join the meeting and any future meetings if recurring.
Using the Fellow Note Taker
If you are interested in learning more about your Note Taker or want to upgrade to unlimited records, one of our meeting experts will be happy to help!