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, or proposed time, or created from a CRM record, as long as the meeting's Location is set as a Zoom link.
Please note:
As of August 31, 2026, meetings recorded with Notetaker or synced from a video conferencing integration, like Zoom, will only create meeting records.
Notetaker is not a Sensitive Data-covered service and cannot support Protected Health Information (PHI). If you are interested in handling PHI, opt into the Notetaker Bot for HIPAA beta.
In your HubSpot account, click the settings icon in the top navigation bar.
In the left sidebar menu, navigate to General.
Click the Calendar tab.
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.
Sales Hub
Professional, Enterprise
Seats required
