How to add or remove AI Notetaker from meetings

Learn how to add or remove Calendly's AI Notetaker for Zoom meetings. Easily manage automated note-taking and boost productivity in every meeting!

How to add AI Notetaker to your meetings

By default, we'll automatically record all Zoom meetings on your Google calendar. This includes meetings scheduled from Calendly and from your connected Google calendar.

You can manage your recording rules at any time from the AI Notetaker section of your Account Settings. 

To add AI Notetaker to a Zoom meeting:

1. Navigate to your Meetings page.
2. Select an Upcoming Zoom meeting that you want to add AI Notetaker to.
3. Select + Add AI Notetaker at the top of the meeting details. 
   

How to remove AI Notetaker from the Meetings page

1. Navigate to your Meetings page.
2. Select an Upcoming Zoom meeting that you want to remove AI Notetaker from.
3. Select Remove AI Notetaker to remove AI Notetaker from your upcoming meeting.
   
   
   • Note: To add AI Notetaker back to the meeting, simply select the + Add AI Notetaker option from the same screen.

How to remove AI Notetaker from a Zoom meeting

Remove AI Notetaker from a Zoom meeting after the meeting has begun by removing the Calendly Notetaker attendee from the meeting. 

If you are a meeting invitee and would like your meeting host to remove the Notetaker, please let them know.

To remove the Notetaker from a Zoom meeting: 

1. Select the three dots next to the Calendly Notetaker meeting attendee and select Remove.
   
2. Deselect Report to Zoom and select Remove.
   

What to do next?

View and share your recaps of your meetings from your Meetings page. For more information, see How to share AI Notetaker recaps.