> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/ai/setting-up-meeting-notetaker.md).

# 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

{% stepper %}
{% step %}

### Confirm feature availability

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

{% step %}

### 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](/getting-started/browser-compatibility.md)
{% endstep %}

{% step %}

### 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](/organizations-and-projects/understanding-access-levels.md)
{% endstep %}
{% endstepper %}

### 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.


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