The Fluint Notetaker is a built-in call recording system that automatically captures meeting transcripts and video. It's included in your Fluint license on any plan tier and is compatible with Gmail or Outlook based calendars.
Using an integrated call recording system is one of the fastest ways you can go from discovery to high-quality content in Fluint.
⚙️ Setting Up the Fluint Notetaker
Fluint's Notetaker is a great option for those who don't have another call recording tool (like Fireflies, Fathom, etc.) or for individual users who don't have access to our Gong, Salesloft, or Clari integrations (only available to Team Licenses), but want seamless transcript imports.
We now have two options for Notetaker set-up:
Traditional Notetaker bot via calendar connection
Downloadable desktop app
Option 1. Notetaker Bot Setup (most common)
Head to Settings (gear icon in the bottom left corner of your screen)
Select "Integrations"
In the "Individual Integrations" section, choose either Gmail or Outlook
Grant Fluint read-only calendar access when prompted
Configure your preferences:
Notetaker Name: We recommended changing to "[your name]'s Notetaker"
Auto-join Options: Choose when the Notetaker should join meetings:
Recommended: "External Meetings" - Notetaker joins any meeting with participants from external domains
Alternative: "Manual" - choose specific meetings for Notetaker attendance
Click "Update" to save your settings
Option 2. Desktop Notetaker Setup
Instead of connecting your calendar, click to download the desktop version
Complete the setup wizard on your screen after downloading
Note: Connecting your calendar on gives read-only access to your calendar, not email access. Syncing email content can only happen through CRM records via Hubspot or SFDC integration.
🗒️ Managing Notetaker Attendance
Viewing and Modifying Upcoming Meetings
(Relevant for calendar Notetaker bot users only)
Navigate to your dashboard and click into any deal
Once in deal view, click "All Meetings" from your deal space menu options
Then, "Import Meeting"
Your 'Upcoming' schedule should display by default
Click to manage the Notetaker's meeting attendance:
➕ 'Add Bot' to add Notetaker to an upcoming
✅ 'Will Record' indicates where Notetaker will auto-join
Manual URL: if a client sends you a meeting link last minute, simply copy and paste the meeting URL in the 'Meeting URL' tab to send Notetaker in real time.
After the Meeting
Shortly after your meeting ends, the transcript should appear automatically in the primary 'Meetings' section of your Fluint account.
And, if a deal already exists in Fluint prior-to your meeting, we'll do our best to match it automatically based on things like domain, title and attendees. If your meeting doesn't get auto matched to a deal, just hit the 'Assign to deal' link:
Don't see your meeting? Wait at least 45-60 minutes first. Most meetings are processed quickly within 5-10 minutes, but sometimes processing can get delayed during periods of high volume, or for long meetings (60 min+).
✨ Lastly, click into any meeting recording for an automated executive summary, next steps, and a searchable transcript. Pro tip: try asking Olli for any of the following:
Specific quotes from the call
To summarize FAQs or objections that arose
Clarification questions
Drafting follow up emails
Look for Olli's face icon to open up AI chat anywhere in the app!
