Coworker Notetaker is a bot that will join intended meetings to generate a transcript. This will appear as an additional attendee "Coworker Notetaker" in a meeting.
ℹ Coworker Notetaker will attempt to join a meeting 5 minutes before (in case of an early start) and remain 5 minutes after the call. It was also timeout after 5 minutes from the start of the call if it isn’t admitted into the meeting.
Meeting Notes Feed
All meeting transcripts and summary reports will appear as the main view in your Meeting Notes feed. Click into a meeting to view the report.
ℹ Anytime a calendar update is made (creating a new meeting, etc.) Coworker will pull all meeting details into the Meetings page. This will look 24 hours in the past and 30 days in the future.
Upcoming Meetings Feed
Upcoming meetings are listed in your Upcoming Meetings feed on the right-side panel. You can configure your Notetaker and Share settings on a per meeting basis.
Meetings Configuration
Personal Default Settings
Select the Auto-join button in your Upcoming Meetings feed (accompanied by the Gear icon) to configure your personal Notetaker's auto-join settings for Internal and External meetings.
Meeting Level Settings
You can override your default settings at an individual meeting level by using the toggle button for each meeting in your 'Upcoming Meetings' feed.
You are also able to set the share permissions for your meetings:
Requires Review: The transcript and summary report will default to 'Attendees only' until they're published. Once published, they will be available to 'Anyone at Organization'.
Attendees Only: The transcript and summary report is only available to the meeting attendees within the Coworker App.
Anyone at Organization: The transcript and summary report will be discoverable by all users at your company.
ℹ When you configure the meeting level override for a recurring meeting, your selected settings will apply to future instances of that meeting.
Invite Notetaker to Live Meeting
The "Invite Notetaker" button allows you to add Coworker directly to a live meeting by adding the meeting URL. This functionality only works for a meeting that is currently live.
Meeting Reports
Transcript
The verbatim meeting transcript will include line by line commentary assigned to each user and include the amount of time spent speaking.
The transcript will be available in Coworker around 30 seconds after the call has ended, depending on the length of the meeting.
Summary Report
The meeting summary report will include the title of the meeting, a summary of each discussion topic and outline any action items.
The summary report will be available in Coworker around 1-2 minutes after the call has ended, depending on the length of the meeting.
Ask Coworker
Select the message icon to open the 'Ask Coworker' functionality. Here you can ask any question about the meeting and it will return a response to your question. Examples include:
"How could I have closed this sale better"
"What features are ready for testing"
"Provide a bullet point summary I can post in my team slack channel"
Network Default Settings [Admins only]
Network Settings enable Network Admins to have more control of how to manage your Coworker Notetaker. This feature can be accessed directly through the pop-up Settings modal by clicking on the bottom left icon and selecting “Notetaker Settings”.
Admins are able to set the below settings for their organizations:
Meeting Access: Control whether or not the Notetaker joins your company’s internal and external meetings by default.
Organizer Override: Enables meeting organizers to disallow Notetaker from joining a meeting by simply turning it off for themselves.
Consent Emails: Automatically sends Notetaker consent emails to external meeting guests 1 hour ahead of the meeting. If any external guest opts to disallow the use of Notetaker, then it will not join the meeting.
Recording: Control your Notetaker’s ability to record video from your meetings. When video is disabled, the Notetaker continues to capture audio for transcription.
Meeting Notes & Sharing: Control whether Meeting Notes are sent automatically to attendees, and dictate which attendees are able to receive them.
ℹ Meeting Access settings are network defaults and are applied to all new users that are added to your network. An individual user’s Meeting Access settings will override the default network settings should they differ.
Here's a sample of a Meeting Summary Report:
