What is the Siro Notetaker?
The Siro Notetaker is a virtual meeting bot that joins your video calls — Zoom, Google Meet, or Microsoft Teams — and records them automatically, so your virtual conversations land in Siro the same way your in-person calls do. No phone on the table, no remembering to hit record: connect your calendar once and your meetings transcribed, scored, and ready for coaching without you lifting a finger.
The Notetaker can join a meeting two ways: automatically, for any eligible meeting on a connected calendar, or manually, by sending it to a meeting link on demand.
Connect your calendar
Connect your calendar once and the Notetaker will join your eligible meetings on its own from then on — you can set it and forget it. You can connect from either the web app or the mobile app.
On web:
Click your avatar in the bottom-left corner of the web app, then select Personal Settings.
Scroll to the Notetaker section.
Connect the calendar you use for meetings — Google Calendar (Google account) or Microsoft Outlook (Microsoft business account).
Confirm the integration is connected.
On mobile:
Open Settings in the mobile app.
Under Connections, find the Calendar card (or type calendar in the search box at the top of Settings).
Turn on Google Calendar or Microsoft Calendar for the calendar you use for meetings.
Confirm the integration is connected.
Once your calendar is connected, Siro automatically sends the Notetaker to eligible meetings.
Send the Notetaker on demand
Need to capture a meeting that isn't on your calendar — an ad-hoc call, or one set up at the last minute? You can send the Notetaker to any Zoom, Google Meet, or Microsoft Teams meeting directly from the web app, no calendar connection required.
In the Siro web app, click the chevron (▾) next to the Record button at the top of the left sidebar.
Select Send Notetaker to meeting.
Paste the meeting link (Zoom, Google Meet, or Microsoft Teams).
Click Send notetaker.
The Notetaker joins within about two minutes. Make sure the meeting is set to let in guests — if a waiting room is enabled, someone will need to admit the bot.
What happens during and after the meeting
The Notetaker joins as a guest attendee, so someone in the meeting typically needs to click Admit, Allow, or Let in (the wording varies by platform) to let it in. Once the call ends, Siro processes the recording exactly like any other — transcription, AI metrics, and coaching all included. In most cases the recording is filed under the meeting's organizer, when the organizer is a Siro user in the same organization. If the organizer isn't an eligible Siro user — for example, when the customer set up the call — it's attributed to a connected Siro user who was on the meeting instead, preferring one who actually joined the call if the default user didn't.
Where Notetaker recordings show up
Notetaker recordings appear on your Recordings page, labeled with the meeting title and marked as a video recording type (the capture modality) — so they're easy to find and clearly distinguished from your other calls. Their conversation type — the org/team category used for scorecards and the training library — is set automatically to your organization's Default Conversation Type, since no conversation type is chosen manually for Notetaker recordings.
Troubleshooting: the Notetaker isn't joining
If a meeting didn't get recorded, run through these checks in order:
Confirm the calendar connection. On mobile, go to Settings → Connections → Calendar and make sure your Google Calendar or Microsoft Calendar toggle is still on. Toggling the setting off and back on re-authenticates it.
Check the meeting's join controls. If the meeting has a waiting room or "only admitted users can join" enabled, someone needs to admit the Notetaker. If no one admits it, it can't join or record.
Confirm the meeting link and platform. Make sure the invite includes a valid Zoom, Meet, or Teams join link. If the link was added late or changed, the Notetaker may miss it.
Check for multiple Siro users on the same meeting. If several attendees are connected to Siro, the recording's ownership can be assigned to a different person than you expect. If you suspect this, note an example meeting and share it with support.
If the bot joined but the recording is missing, give it a little time to process. If it still doesn't appear, collect the meeting details (title, time, meeting link, and any recording link from the meeting platform) and share them with support so the team can trace it end to end.