When using Zeplyn’s AI Notetaker in client or prospect meetings, it’s important to ask for consent before allowing the notetaker to join or stay in the meeting. Most clients appreciate transparency, especially when it’s clear that the tool exists to make their experience better, not to monitor or record them.
💡 Why Consent Matters
Zeplyn’s Notetaker is designed to streamline your workflow. Automatically summarizing meetings and syncing notes to your CRM without recording or storing audio.
That said, compliance and trust are key in the advisor-client relationship. By clearly explaining what the tool does (and doesn’t do), you set a positive tone and demonstrate respect for client privacy.
🗣️ Framing the Conversation
The best way to introduce the notetaker is to position it as a tool that helps you serve clients more effectively. Keep the focus on their benefit: your ability to listen, engage, and follow up more accurately.
Example Phrases
Friendly and Casual:
“Do you mind if I let my notetaker in so I can focus on our conversation instead of taking notes?”
“Are you okay with my notetaker being on the call? It creates notes for me so I can spend more time on your planning and less time on admin work.”
Professional and Transparent:
“Before we start, I like to ask if it’s okay to use my notetaker. It doesn’t record anything, it just generates a written summary so I can spend more time on planning than note-taking.”
“To make sure I capture everything accurately without typing as we talk, I use a notetaker. It’s completely recording-free and only creates a written summary for my use. Are you comfortable with that?”
🧭 Best Practices
Ask early. Request consent at the start of the meeting, before introducing the notetaker or admitting it from the waiting room.
Be transparent. Mention that Zeplyn does not record the meeting; it only generates notes.
Use your own voice. These templates are examples. Feel free to adapt the phrasing so it feels natural to you.
Be respectful. If someone prefers not to have the notetaker present, simply disable it for that meeting and take manual notes.
🪄 Pro Tip
If you regularly work with recurring clients, you can ask for standing consent during an onboarding or review meeting, then simply remind them occasionally (“As a reminder, I’ll have my notetaker join again today to help with notes.”).
This maintains transparency while saving time in ongoing relationships.
✅ Key Takeaway
Consent isn’t just a compliance box, it’s an opportunity to build trust.
By positioning Zeplyn’s Notetaker as a time-saving, client-benefiting tool, you can help clients feel comfortable and confident in your use of technology.
For additional questions, please reach out to support@zeplyn.ai.