Estimated read time: 5 minutes

Overview

AskElephant's intelligent notetaker is your AI assistant that automatically records, transcribes, and helps you extract key insights from your meetings. Whether you're capturing client conversations, internal team syncs, or external calls, the notetaker ensures nothing falls through the cracks and your team always has the context they need.

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.

Setting Up Your Notetaker

To get started, connect your calendar first. Your calendar syncs with Google or Microsoft, so the notetaker can automatically join your scheduled meetings. If a meeting wasn't originally set to record but you'd like AskElephant to join, use the Send a Notetaker button and provide the meeting URL—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 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.

When multiple participants from the same AskElephant workspace are gathered for a meeting, the notetaker intelligently adapts to prevent duplication. AskElephant will only send a bot for the meeting host, while all attendees still find the recorded meeting in their meeting list. This ensures a seamless meeting experience with no duplicate recordings and full access to AI insights for everyone involved.

Customizing Notetaker Behavior

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

Here's what you can customize:

Quick tip: Click Workspace settings to automatically utilize notetaker settings established by your workspace admin.

Making the Most of Your Recordings

Highlighting Important Moments

During a meeting, flag important points by 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 Gets Generated After Your Meeting

Once your meeting ends, AskElephant processes the recording and generates:

• 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.

Need Additional Help?

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

• Click the chat button in the bottom right corner of your screen
• Email us at support@askelephant.ai
• Use @askelephant support in your dedicated Slack channel

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