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.
Cinode Notetaker Integration
Automate your meeting documentation with Cinode’s Notetaker integration. This tool records, transcribes, and analyses your meetings — providing structured summaries directly linked to the relevant customer or contact in Cinode.
Why Use Notetaker?
The Cinode Notetaker helps you capture every important meeting detail automatically — no manual note-taking required. It records your meetings, transcribes conversations with speaker labels, and generates structured, AI-driven summaries.
Key benefits:
Record and transcribe meetings: Automatically joins configured meetings in Google Meet or Microsoft Teams.
Generate structured insights: AI analyses transcripts to identify agendas, decisions, action items, and next steps.
Link to CRM: Summaries and transcripts are saved directly in Cinode under the appropriate customer or contact.
Customise summaries: Organisations can apply custom instructions to tailor the AI-generated content and action items.
Prerequisites
Add-on integration: Please contact your Customer Success Manager (CSM) or reach out to Cinode Support for access and pricing details.
Permissions: You must have Manager and API permission levels in Cinode to set up this integration.
Prismatic account: A Prismatic account (Cinode’s integration platform) is required to configure and manage the Notetaker connection. This account will be provided by Cinode once access to the integration has been approved.
What the Notetaker does
The Notetaker automates the process of capturing and organising meeting data, creating a streamlined workflow across your customer interactions.
Core functionality:
Automatically joins meetings based on predefined calendar rules.
Records audio and generates diarised transcripts (with speaker identification).
Uses AI to extract key insights such as decisions, tasks, and discussion context.
Stores transcripts and summaries in Cinode, linked to the correct customer or user.
Tags colleagues mentioned in the summary and notifies them by email.
Search, review, and manage transcripts within Cinode.
You can automatically link notes and insights to companies and meeting participants.
How to Get Started
Important to Know
Each started hour is billed as a full hour — even short meetings count as one hour.
If you don’t want the Notetaker to join a meeting, simply decline the invitation.
Step 1: Admin Setup
Contact your CSM or Cinode Support to enable the Notetaker integration. Once approved, you’ll receive login details for your Prismatic account.
As an admin, you then need to connect the Notetaker integration to your company and then complete the user-level configuration per connected user.
1. Configure the Company Connection
Login to your Prismatic account
Go to the Cinode Marketplace and find Notetaker.
Run the Notetaker Configuration in Prismatic to connect Cinode with your Notetaker account (this only needs to be done once.
Connect to Cinode and when connected, a green indicator will appear — then click Next.
Skip Custom Prompts for now. The default setup works well for typical meetings. Test it first, then adjust if needed.
Choose whether to automatically create missing customer contacts to Cinode.
Click Finish.
Step 2: User-Level Configuration
Each user must connect their calendar and set permissions before the Notetaker can join meetings.
How to Configure:
Go to Instances and find Notetaker.
Click Configure User-Level Configuration.
Choose to connect the notetaker.
Choose your calendar platform (Google or Outlook).
Enable Auto-Join — this must be turned on.
Do not choose any event selection rules, leave that empty for now.
Click Finish.
