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Notetaker

Magnus Burton avatar
Written by Magnus Burton
Updated this week

This integration is an add-on. Please contact your CSM or ask for more information.

Manager and API permission level is required in Cinode to set up this integration.

Why use Notetaker?

Automate meeting capture with Cinode’s Notetaker. It joins your meetings, records audio, transcribes conversations, and generates structured summaries - all linked directly to the correct customer in Cinode. This eliminates manual note-taking, reduces errors, and ensures important details are never lost.

With this functionality you can:

  1. Record and transcribe meetings: The notetaker automatically joins configured meetings, recording and transcribing with diarised speaker labels.

  2. Generate structured insights: Transcripts are processed with AI to highlight agendas, decisions, action items, unresolved issues, and next steps.

  3. Link to CRM: Summaries and transcripts are stored in Cinode against the correct customer and contact for a complete activity history.

  4. Custom instructions: As an organisation, you can use your own custom instructions to adapt the summary and action items to your heart's desire.


What the Notetaker does

Notetaker provides an automated workflow for capturing and analysing meeting data.

  • Meetings are joined automatically based on calendar rules.

  • Audio is recorded and transcribed with labelled speakers.

  • AI analyses transcripts to extract decisions, tasks, and context.

  • Transcripts and summaries are attached to the correct customer or user in Cinode.

  • Tags in the summary are used to highlight colleagues within the meeting summary, notifying them by email of the added transcript summary.

You can:

  • Enable or disable auto-join behaviour per user.

  • Define event selection rules to decide which meetings the notetaker should attend.

  • Store, search, and review meeting transcripts inside Cinode.

  • Automatically link notes to companies and participants.


How to Get Started

  1. Contact us: Request access to the Notetaker integration.

  2. Configure Connections: Set up connections to Cinode and your calendar.

  3. Enable Auto-Join: Decide whether meetings should be joined automatically, and configure event selection rules.

  4. Customise Behaviour: Adjust calendar, recording, and transcription settings to fit your workflow.

  5. Deploy Users: Each user must configure their calendar and permissions before the notetaker can join their meetings. The notetaker joins each of the deployed user's meetings.

  6. Manage Outputs: View transcripts and AI-generated summaries directly in Cinode linked to the right entity.

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