Meetings and notetaker

​

Start here

• Dashboard and upcoming meetings
• Schedule or cancel the notetaker
• Add the bot to a live or ad hoc meeting
• Meeting processing time and status states

​

Scheduling and live bot behavior

• Notetaker waiting-room admission guide
• One bot per org: shared notetaking behavior
• What happens when a meeting is rescheduled
• Recurring meetings
• Skip internal meetings

​

Completed meetings

• Meeting history and folders
• Meeting availability and visibility
• Meeting detail page
• Video, transcript, and action items
• Ask AI about a meeting

​

Sharing, uploads, and automation

• Summary emails and recording links
• Recording disclaimer
• Auto-delete meetings
• Share, revoke, or password-protect meetings
• Create and share clips
• Upload external recordings
• Manual notes
• Push notes or meetings to automations
• Delete or retry processing
• Using multiple notetakers with Ergo