Meeting notetaker
You lead the conversation. The notetaker takes the notes.
It records your Zoom, Google Meet and Teams meetings and puts the transcript, summary and coaching on the contact.
First call with Nordwerk
Google Meet
Notetaker recording
Summary
Discovery- Topics
- Connection to the existing CRM
- Decisions
- Start in the second quarter
- Next steps
- Send the offer by Friday
On the contact Lena Hoffmann
Which meetings should you be having? Enter your website.
It only joins when you want it to.
By default the notetaker only joins meetings booked through Sales Automation. You switch on everything else.
- You switch on single meetings by hand.
- For ad hoc calls you paste the meeting link.
Your Tuesday
- 10:00First call NordwerkBooked through your booking linkjoins
- 13:30Partner check-inFrom your calendar, with a meeting linkstays away
- 16:00On-site visitNo meeting linknot possible
After the call, everything is ready.
Summary by meeting type
Discovery, Demo, Tech, Follow-up or your own type, each with your template for the summary and the email draft.
Coaching from the real conversation
Were the customer’s problems and goals, timeline and budget covered? Missed topics take you straight to the moment in the transcript.
On the contact and in HubSpot
The meeting sits on the contact and the company. With HubSpot connected, the note and fields go there, and you get an email once everything is ready.
Try it yourself
Connect your calendar.
Sign up, connect your calendar, switch on the notetaker. It takes notes from your next booked meeting on.
Privacy and limits
Recorded in Frankfurt
Recording and transcription run at the bot provider in its Frankfurt region.
Calendar with consent
We only read the details of your calendar events if you agree.
Video gone after 30 days
Deleted by default. Transcript and analysis stay.
Sharing with a PIN
You share single meetings by link, protected with a PIN.
The notetaker joins visibly under its own name. Informing participants and getting their consent is up to you.
Frequently asked questions
Which meetings does the notetaker join?
By default only meetings booked through Sales Automation. With one switch it also joins all other calendar meetings that have a meeting link. You switch on single meetings by hand and start ad hoc calls with the meeting link.
Which platforms are supported?
Zoom, Google Meet and Microsoft Teams. The notetaker needs a meeting link.
Which calendars can I connect?
Google and Microsoft. The platform only reads the details of your events if you agree or switch the notetaker on for all calendar meetings.
What do I get after the call?
A transcript with separate speakers, a summary by meeting type with an email draft, and coaching. Plus topics, questions, competitors and keywords that you define yourself.
What does the coaching check?
Whether the customer’s problems and goals, timeline and budget were discussed, how objections were handled and whether the next step is clear. Missed topics lead to the moment in the transcript.
Which CRMs are connected?
HubSpot. The note and fields per meeting type are sent there. In the platform the meeting sits on the contact and the company.
How long are recordings kept?
By default the video is deleted after 30 days. Transcript and analysis are kept.
Where is the data processed?
Recording and transcription run at the bot provider in its Frankfurt region. Informing participants and getting their consent is up to you. This page is not legal advice.
Personal call
Prefer to talk first?
We show you the notetaker with an example and answer your privacy questions.
What you take away
- How the notetaker fits your meetings.
- Which meeting types and templates you need.
- A concrete next step, with no obligation.
Marlon Pulat
Head of Growth