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Video Tutorial

This article will guide you on how to manage your meeting settings effectively. Step 1: Begin by understanding the global settings. These settings allow you to configure whether the notetaker should join all your external and internal meetings. By default, the notetaker only joins external meetings, but you have the option to enable it for internal meetings as well. Step 2: If there are customers who prefer not to have their meetings recorded, you have the option to disable their domain. For instance, if you type in “Google.com”, any meetings with someone whose email is Google.com will not be recorded. Step 3: You also have control over per meeting settings. For example, in a recurring meeting, you can disable the notetaker for that specific meeting or for all events of that recurring meeting. You also have the option to disable the notetaker for a particular domain. Step 4: There are predefined filters that allow you to see your internal and external meetings. If you manage a book or business, click on my book to view meetings that are part of your book.

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Blocking Domains for Your Whole Organization

The disabled domains in Step 2 apply only to the user who sets them. Because each attendee’s calendar can schedule the notetaker, a colleague on the same meeting could still bring it in. If a customer doesn’t allow notetakers at all, an admin can block their domain for everyone instead.
Changing this setting requires Admin access.
  1. Go to Settings → Config, choose Admin, and open the NoteTaker tab.
  2. Add the domain, for example acme.com, to Disabled Domains (Global Setting).
  3. Save your changes.
The notetaker doesn’t join any meeting that has a participant from a blocked domain. This list overrides every other notetaker setting, including each user’s own settings and any meeting where someone turned the notetaker on. Domains match regardless of capitalization or extra spaces. On My Meetings, a meeting blocked this way doesn’t offer Enable notetaker for this meeting. Its actions menu shows “Your admin has disabled the notetaker for” followed by the blocked domain instead. To record meetings with that customer again, an admin removes the domain from the list.

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Adding the Notetaker to a Call Manually

If a meeting starts earlier than scheduled (for example, everyone joins the same link ahead of time), the scheduled Notetaker may not have joined yet. You can add the Notetaker to the call manually, and it will join and record as usual.

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Two Notetakers on the Same Call

If you add a Notetaker manually and the original scheduled Notetaker later joins at the meeting’s official start time, this is expected behavior — not a bug. Only the Notetaker that is granted recording permission records the meeting. The other one waits briefly and, if it is not admitted, drops off the call automatically.