Before you begin
- Connect calendar and video provider (Zoom, Meet, or Teams)
- Meeting Assistant uses credits for recording and summarization
Enable auto-join
- Settings → Meetings — configure auto-join policy
- Per-user assistant settings control which meetings get a notetaker
- Tenant admin can disable auto-join workspace-wide
Manual send
- From a meeting detail — send Flowforce Notetaker to the join link
- Command palette — quick-send assistant to a pasted meeting URL
After the call
- Transcript and summary appear on the meeting record and lead timeline
- Regenerate your summary without affecting teammates
- Email notification when processing completes
Common issues
- Bot did not join — check auto-join policy and meeting join URL
- Insufficient credits — add credits on Billing page
- No transcript — verify Recall/webhook processing in Admin → Logs