Estimated read time: 5 minutes

Overview

Meetings are at the heart of AskElephant. Whether you're preparing for upcoming calls, reviewing past conversations, or capturing important details in real time, the Meetings feature helps you stay organized and ensures nothing falls through the cracks. Combined with AskElephant's intelligent notetaker, you can automatically record, transcribe, and extract key insights from every meeting on your calendar.

Key Terms

• Notetaker: An AI assistant that joins your meetings to record audio, video, and create transcripts that your team can reference later.
• Meeting Transcript: A text record of everything said during a meeting, generated from the notetaker's recording.

Accessing Your Meetings

All your meetings live in one place: the My Meetings tab. Here you'll find:

• Recorded and past meetings: Browse everything you've captured, along with clips from specific moments.
• Upcoming meetings: See your calendar with a clear view of what's coming next.

Joining a Meeting

When you're ready to join an upcoming meeting, simply click the Join Meeting button directly from AskElephant. Your calendar syncs with Google or Microsoft, so meetings appear automatically once you connect your calendar.

If a meeting wasn't originally set to record but you'd like AskElephant to join, use the Send a Notetaker button on the left side. Provide the meeting URL, and AskElephant will send the notetaker directly to that call.

How the Notetaker Works

When a meeting is marked as "recorded," AskElephant automatically sends a notetaker to capture everything. In most cases, when meeting on Google Meet, Microsoft Teams, or Zoom, the notetaker will need to be admitted from the waiting room, just like any participant.

If you've disabled waiting room settings in your meeting platform, the notetaker will join automatically according to your notetaker settings.

Accessing External Meetings

Your notetaker can join any meeting on your calendar, regardless of who's hosting. If a client schedules a call with you and includes the meeting URL in your calendar, the notetaker can record that call too.

Customizing Notetaker Behavior

You control exactly how and when the notetaker joins meetings. To access notetaker settings select your name in the left hand side bar, click Preferences, and scroll down to Notetaker Settings.

Here's what you can customize:

Just want to get going? Click Workspace settings, to automatically utilize notetaker settings established by your workspace admin.

Privacy and Meeting Controls

Making Meetings Private or Public

By default, meetings are visible to your workspace. Owners and managers can change this:

• For individual meetings: Click the private/public toggle on the meeting in the my meetings page or the meeting engagement page.
• For all your meetings: Go to your preferences, find the Meetings section, and check Meetings are private by default.

Important: If you're hosting a meeting, your privacy settings take priority. For example, if you host a public meeting, it stays public even if a manager joins and has their settings set to private.

Making the Most of Your Meeting Recordings

Highlighting Important Moments

During a meeting, you can flag important points by simply saying:

• "Hey AskElephant, please make a note about this."
• "AskElephant, can you remind me about this?"

When AskElephant generates your meeting summary, it focuses on these highlighted moments, ensuring key details make it into your action items and workflow automations.

What Happens Next

Once your meeting ends, AskElephant processes the recording and triggers your automations.

This includes:

• A full transcript you can search and reference
• Applicable active workflows in your workspace.
• All your Signals and automatic tags.

Tips for Success

• Connect your calendar first: Make sure Google or Microsoft is connected so meetings populate automatically.
• Test your settings: If you're new to the notetaker, try it on a low-stakes meeting first to see how it behaves.
• Leverage prep workflows: Click an upcoming meeting to set up meeting prep workflows before the call starts.

Ready to Get Started?

Your next step is to connect your calendar and customize your notetaker settings. Once you do, AskElephant handles the rest—capturing, recording, and organizing every conversation so your team has the context they need when it matters most.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.