Meeting Recaps provide meeting summaries, transcripts, and action items with Calendly Notetaker. Share full or partial details via email, link, or TXT export.
For example, you can:
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Share recap videos, video snippets, or meeting notes with optional password protection for secure access.
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Use smart tools like Search Q&A and Vertical-Specific Summaries to quickly find key details and industry-specific insights.
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Export transcripts as TXT files for streamlined documentation.
Before you begin
It’s encouraged you enable the Notetaker for your meetings.
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Owners and admins can choose who can enable or disable the Notetaker on their account.
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The Notetaker can record meetings on Zoom and Google Meet, whether they are scheduled from Calendly or your Google calendar.
Features
Search Q&A
You can type a question related to the meeting transcript into the recap search bar, and the Notetaker will generate a relevant answer with suggested follow-up questions.
Example
You need a paid plan to access Search Q&A. If you're on a free plan, attempting to use Q&A will prompt you to upgrade your plan.
Vertical-Specific Summaries
Vertical-Specific Summaries are tailored meeting summaries designed for specific industries.
For sales calls that follow this structure:
- Metrics: State potential value or measurable benefits of the solution.
- Economic Buyer: Identify key decision-makers and their roles.
- Decision Process: Outline procurement steps, stakeholders, and deadlines.
- Decision Criteria: Define goals, desired outcomes, and ROI evaluation factors.
- Identify Pain: Highlight challenges, issues, or workarounds currently used.
- Champion: Identify someone who can advocate for the solution; include their role.
For sales calls that follow this structure:
- Budget: Outline total budget, spending limits, financial resources, and seat count (if applicable).
- Authority: Identify key decision-makers, their roles, and procurement processes.
- Needs: Highlight challenges, goals, current workarounds, desired outcomes, and ROI criteria.
- Timing: Provide timelines for approvals, budget deadlines, and onboarding/training.
For screening calls to evaluate a candidate's qualifications, experience, and interest in the role and company. Focused on key skills and fit.
If you’re on a paid plan, you can freely switch templates. Free plans display only the default template, and attempts to switch templates will prompt you to upgrade your account.
Video player
Use the controls on the video player to adjust speed, volume, screen size and more. Left to right, the video player controls include:
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Create snippet
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Share recap
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Restart
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Forward/backward by 10 seconds
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Play/pause
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Playback speed adjustment (1x)
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Volume control
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Full-screen mode
Getting started with meeting recaps
Ready to get started with meeting recaps? These Help Center articles walk you through the steps.
FAQs
You can share recaps via email directly from Calendly, copy a link to a recap video, or export the transcript as TXT. For more information, see How to share meeting recaps.
Calendly Notetaker will respond: “Notetaker can only answer questions related to this meeting,” and suggest follow-up questions.
A recap will not be generated if the meeting has no significant audio content (less than 4 minutes).
Yes, meeting owners can delete individual recaps. Deleted recaps will no longer appear on the Recaps page. Organization owners and admins can delete all Calendly Notetaker data for their organization.
For more information, see How to delete a meeting recap.
If you see an error, confirm if your meeting was recorded in your Recaps page and check your Calendly Notetaker recording permissions in your Account settings.
Keep in mind that meetings less than 4 minutes, meetings with no audio, and meetings where no one attended will not generate a recap.
If the issue continues, please see our Calendly Notetaker troubleshooting resources, or contact support.
Troubleshooting
Calendly Notetaker not joining your meetings, or joining and not generating a recap? Take a look at our resources for troubleshooting the Calendly Notetaker.
Want to learn more?
See the Meeting Recaps article collection.