Notetaker Recap Automation

Hey ​@LGM_17335,  thanks so much for sharing this with us!

This is really helpful feedback as we think through our upcoming Notetaker sharing & collaboration features.

I can see what you're looking for — the ability to access your coworkers' meeting recaps through Zapier so they can flow into your company's SharePoint. Right now, since there's no "Organization" source option for Notetaker, a workaround would be for each person would need to set up their own automation separately. 

We're actively building out sharing & collaboration capabilities that should help unlock organization-wide use cases, so your input is valuable as we think through how these features should work together — especially when it comes to integrations like Zapier.

A couple quick follow-ups that would help us understand your use case better:

• Are you focusing on a specific event type (like discovery calls, internal syncs, etc.), or do you need this across all your meeting types?
• How many team members would be involved in sharing recaps this way?
• Are there specific workflows you're hoping to automate on the SharePoint side or is it primarily to help give wider access to the recaps?

Thanks again for surfacing this!

Hello Allie,

Thanks for the reply! We are a small customer success team (<10 people), and the primary purpose of saving meeting recaps to a central location is so that Copilot can readily access and query the information. SharePoint is where we store all account documentation, so this is the best option for us. The types of calls vary - from initial discovery through technical proof and into full CS membership cadence calls. With this added context, we’ll leverage Copilot to provide insight into overall account health and new opportunities or challenges that are presented through ongoing account interactions.

Thank you!

Hey again ​@LGM_17335 - this is really helpful context! I have shared this with our Product team to review for upcoming enhancements to Notetaker sharing & collaboration. Great to get some insight into how you use the integration and leverage AI for deeper insights into meetings. Thanks so much for sharing the feedback and your specific use case.