How to edit a Notetaker recap

Note

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

Edit a Notetaker recap to fix details, add context, or remove items. Use these steps to open a past recap, update it, and save changes.

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.

Edit a Notetaker recap

  1. Go to your Recaps or Meetings page.
  2. Find the past meeting you want to edit.
  3. Select the recap name, or choose View recap.
  4. Next to the section you want to edit, select the three-dots-icon.png three dots.
  5. Select Edit.
  6. Make your changes.
  7. Select Save changes.

Note

To discard your edits, select Reset to original notes. This clears your changes.