How to manage Notetaker recaps from the mobile app

Note

Notetaker is being gradually rolled out to eligible users. Join the waitlist.

Learn how to manage Calendly Notetaker recaps from the mobile app.

For example, you can:

  • Stay productive on-the-go: Access, review, and manage your recaps anytime, anywhere.
  • Streamline collaboration: Share recaps instantly with your team, keeping everyone aligned and informed, even when you're away from your desk.

Before you begin

  • Enable Calendly Notetaker for your meetings.
  • Notetaker can record Zoom and Google Meet meetings, regardless of whether you're the host or if the meeting was scheduled through Calendly or your Google Calendar.

Step 1 – Open your recap

  1. Select the Meetings icon at the bottom of the mobile homepage.
    Meetings page mobile icon.png
  2. Select a Past meeting that you want to review the recap of to open the meeting details.
    • Meetings with a recap display the Notetaker icon.
      Calendly Notetaker icon.png
  3. At the top of the meeting details, select Review meeting recap.

Step 2 – Manage your recap

Review recaps on the mobile app

  • Under the Highlights tab, view the Summary, action items, and discussion points.
  • Under the Playback tab, access the video recording and the meeting transcript.

Share recaps on the mobile app

  1. At the bottom of the recap page, select Share recap.
  2. In the Share options page, set your sharing preferences then select Share via....
  3. Choose the way you wish to share your recap and send accordingly.

Delete recaps on the mobile app

  1. At the bottom of the recap page, select More.
  2. Select Delete meeting recap.
  3. Confirm your selection by choosing Yes, delete recap.

Revoke recap video links on the mobile app

  1. At the bottom of the recap page, select More.
  2. Select Revoke video link.
  3. Confirm your selection by choosing Yes, revoke link.

Want to learn more?

See the Calendly Notetaker article collection.