BetaRecord and take notes in Zoom meetings with Notetaker

Users can set up Notetaker to automatically join meetings and provide next steps, meeting notes, a video recording, and transcripts. Notetaker joins any meeting booked from an external calendar, scheduling page, proposed time, or in a record, as long as the meeting's Location is set as a Zoom link.

Before you get started

• You must connect your calendar to use the notetaker.
• Notetaker is only supported for meetings where the passcode is embedded in the invite link. If not, the notetaker will not be able to join the meeting.
• You don't need to install any apps in Zoom to use Notetaker.
• The host of the meeting must turn on the following Zoom settings in their Zoom account: Record to computer files, internal meeting participants, external meeting participants.

Seats required An assigned Sales seat is required to use Notetaker, or an assigned Service seat if you're opted in to the Meeting Notetaker with Smart Deal Progression beta.

Set up Notetaker

Once you connect your calendar in HubSpot, you can set up Notetaker.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to General.
3. Click the Calendar tab.
4. Under Meeting Notetaker Auto-Join, select the Invite notetaker to join all your upcoming meetings automatically checkbox.

The notetaker will automatically join meetings at the scheduled time. An audio message and Zoom chat message will announce that the notetaker is in the meeting and is recording.

Learn more about how to prepare for and review your meetings.

Turn off Notetaker

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to General.
3. Click the Calendar tab.
4. Under Meeting Notetaker Auto-Join, clear the Invite notetaker to join all your upcoming meetings automatically checkbox.