Setting Up Meeting Notetaker

Overview

Meeting Notetaker requires Account-level enablement and correct permissions.

Setup focuses on capture inputs, output storage, and access control.

Key Concepts

• Enablement: feature availability at Account scope
• Capture permissions: microphone and recording permissions (browser and policy dependent)
• Output scope: which Organization and Project the meeting belongs to
• Retention: how long meeting records remain available (plan dependent)

How It’s Used

Complete setup once per Account.

Revisit setup when access models or retention policies change.

Benefits

• Consistent meeting capture across delivery teams
• Faster creation of requirements and tasks from discussion
• Better auditability through traceable meeting sources

Setup Steps

1

Confirm feature availability

1. Confirm Meeting Notetaker is enabled for the Account.
2. Confirm the intended Organization and Project scopes exist.

2

Configure permissions and capture inputs

1. Allow microphone access for the Transform domain.
2. Confirm browser settings allow audio capture when required.

Related: Browser Compatibility

3

Validate access to outputs

1. Confirm Teammate access is correct at Organization and Project scope.
2. Confirm meeting outputs are visible to the intended roles.

Related: Understanding Access Levels

Best Practices

• Use least-privilege access for meeting content.
• Capture governance meetings consistently to build continuity.
• Standardize naming for Projects and meetings for easier retrieval.

Summary

Setup requires feature enablement, capture permissions, and correct access scope.