Customize your AI Notetaker. Choose to include recordings and transcripts, rename your AI Notetaker, and more!

Workspace admins can set defaults for your Personal Notetaker's name, join message, and notes content. Admins can also prevent members from changing these defaults.

AI Notetaker is included in the Everything AI Bundle. AI Notetaker is also available for purchase on all plans. Certain AI Notetaker features vary by plan and user role. Learn more

Open AI Notetaker settings

There are two ways to open AI Notetaker settings:

• In the upper-right corner of your Planner, click the notes icon and select Settings.
• Open your Workspace settings and select AI Notetaker from the All Settings sidebar.

Your own settings are on the My Settings tab at the top of the page. Admins also see an Admin Settings tab, which allows them to set defaults for everyone in the Workspace.

My Settings

The My Settings tab allows you to customize your AI Notetaker. Customization options vary based on the admin settings that have been selected in your Workspace.

Activate auto-scheduling

Select which calendars you want your Personal Notetaker to join automatically using the dropdown in the Auto-scheduling row of the General section. Only primary calendars can be selected.

Share all meeting notes

To choose a Super Agent to automatically share your meeting notes with, select a Super Agent from the dropdown next to Share all meeting notes.

Customize your AI Notetaker's name and join message

By default, AI Notetaker is named after the person who set it up and sends a basic introduction message introducing itself.

Update your AI Notetaker's name and introduction message from the Personalization section.

When an admin sets a default name or join message, the Personalization section shows Personalization is managed by your Workspace and the default appears in the Display Name and Join Message fields. If your admin locked the defaults, both fields cannot be edited.

Include recordings and transcripts in your notes

Choose whether or not to include recordings and transcripts in your meeting notes using the toggles in the Note Preferences section.

The Notes content row has four toggles: Summary, Recording, Transcript, and Chat Messages. All of them except for Summary can be deactivated or activated.

When your admin locks the notes content defaults, the Note Preferences section shows Some preferences are managed by your Workspace and the four toggles cannot be edited.

Admin Settings

The Admin Settings tab allows admins to customize AI Notetaker settings for the Workspace.

Choose the default Notetaker type for your Workspace

Set which type of Notetaker members get when they turn on auto-scheduling in the Workspace Defaults section:

1. Click the Default Notetaker Type dropdown.
2. Select a Notetaker type.
3. To confirm, click the Switch to button in the pop up menu.

The type you choose applies to all future meetings across the Workspace.

Set the name and join message for Workspace and Shared Notetakers

Set the name and join message for all Workspace and Shared Notetakers from the Workspace & Shared Notetaker section:

1. In the Workspace & Shared Notetaker section, click the Display Name field.
2. Enter the name that the Notetakers use in meetings.
3. Click the Join Message field.
4. Enter the message that the Notetaker sends when it joins a meeting.

Leave a field empty to use the default. The default name is your Workspace name followed by 's Notetaker, and the default join message says the Notetaker is there to record the call and take notes.

Choose what Workspace and Shared Notetaker notes include

The Notes content row has four toggles: Summary, Recording, Transcript, and Chat Messages. All of them except for Summary can be deactivated or activated.

Set the name and join message defaults for Personal Notetakers

Set a name and join message for each member's Personal Notetaker in the Personalization defaults for Personal Notetakers section:

1. Click the Display Name field.
2. Enter a default name.
   • To build the name from Workspace and member details, click Workspace name or Member name below the field. Each button adds a variable to the field: {Workspace name} and {Member name}.
3. Click the Join Message field.
4. Enter the default join message.
5. To stop members from changing the name and join message, turn on Prevent members from personalizing these defaults in the last row.

Choose what Personal Notetaker notes include

Choose note content defaults for every member's Personal Notetaker in the Content saved defaults for Personal Notetakers section:

1. In the Notes content row, activate or deactivate the content options. The Summary option is required and cannot be edited.
2. To stop members from changing what their notes include, turn on Prevent members from personalizing these defaults.

Record Zoom calls without the host

To have AI Notetaker record Zoom calls without waiting for the host, turn on Always record without host in the Workspace Defaults section.