Customize AI Notetaker

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

Include recordings and transcripts in your notes

Choose whether or not to include recordings and transcripts in your meeting notes:

  1. Open your Planner.
  2. In the upper-right corner, click AI Notes and select Settings.
  3. Activate or deactivate the Recording and Transcript options.

Screenshot of the AI Notetaker settings for notes content.png

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.

To update your AI Notetaker's name or introduction message:

  1. Open your Planner.
  2. In the upper-right corner, click AI Notes and select Settings.
  3. In the Personalization section, edit the display name or join message.
  4. Click Save.