How to set Calendly Notetaker recording rules and permissions

Choose when Calendly Notetaker records meetings—auto-record by event type, calendar, or organizer.

Before you begin

• Enable the Notetaker for your meetings.

Set your recording rules

As a user, follow these steps to choose when the Notetaker records meetings.

1. Go to the Admin center and select Meeting Recaps.
2. To auto-record all meetings from Calendly, turn on the toggle.
   • Use the dropdown to select specific event types.
3. To auto-record meetings from your connected calendar(s), turn on the toggle.
   • Choose if you want to only record the meetings that you own or organize.
4. To auto-record meetings with external invitees only, turn on the toggle.
5. Select Save Changes.

Want to learn more? 

See the Meeting Recaps article collection.