Notetaker Recap Automation

Question

I’m using Zapier to automate saving meeting recaps to a spreadsheet on our company’s SharePoint site, however unlike the other meeting settings, there is not an option for Organization as the source. This means that my automation is limited to meetings where my Notetaker is included.

Is there a workaround that anyone is aware of? I also saw something about automatically sending recaps to a specific email address, but it appears that feature is not yet available to everyone.

Thanks!

Allie M · Answer

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!

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