Meeting Notetaker Agent
A Meeting Notetaker Agent joins your meetings, records conversations, and generates summaries with action items.
- Joins automatically: The agent attends meetings on your behalf
- Records everything: Get video recordings and full transcripts without lifting a finger
- No device recording needed: The agent handles it in the background
- Customizable: Extract insights tailored to your needs, whether product feedback, sales objections, or technical requirements
Key features
Agent joins meetings directly from your calendar with no manual intervention required
Captures comprehensive recordings without using your device
Creates accurate transcripts with speaker labels and timestamps
Extracts key moments, decisions, and action items automatically
Works with Zoom, Microsoft Teams, and Google Meet
Send summaries to Slack, email, Google Docs, Notion, or your CRM
Control the agent during live meetings with chat commands
Tailor outputs to your domain including product feedback, sales objections, and technical requirements
How it works
Pre-meeting
Agent triggers from your calendar and sends a meeting bot to join.
During meeting
While you focus on the conversation, the agent works silently:
- Capturing comprehensive audio and video recordings
- Creating accurate speaker-identified transcription
- Detecting key moments, decisions, and actionables
- Identifying discussion themes and topic clusters
Post-meeting
Processes the complete transcript by speaker and timestamp, then extracts domain-specific insights tailored to your needs.
How to setup a Meeting Notetaker Agent
Step 1: Create your agent
Create a new agent or clone Nate, a production-ready notetaker from the Relevance AI Marketplace. If you want to build your own, you can take inspiration from Nate’s configuration.
Step 2: Add critical tools
Your Meeting Notetaker Agent requires these essential tools:
| Tool | Description |
|---|---|
| Send meeting bot | Dispatches the meeting bot to join and record a call |
| Send meeting bot message | Sends a chat message from the meeting bot to participants |
| Pause meeting bot recording | Pauses the recording while staying in the meeting |
| Resume meeting bot recording | Resumes recording after it has been paused |
| Turn transcript into text file | Converts the transcript into a downloadable text file |
| Google Search | Searches the web for keywords during live meetings |
These are pre-built tools available in your agent’s tool library.
Start with Send meeting bot and Turn transcript into text file for basic functionality. Add the other tools as you expand your agent’s capabilities.
Step 3: Choose how to run your agent
Option A: Automatic (add triggers)
Set up triggers if you want your agent to automatically join meetings from your calendar. Connect two triggers:
- Calendar (Google Calendar or Outlook): Monitors your schedule and sends the bot to join meetings
- Relevance Meeting Bot: Receives the transcript after the meeting ends
You’ll need to admit the bot as a guest into the meeting through your video platform.
Option B: manual
If you prefer to run your agent manually, simply send the meeting link directly to your agent:
Join this meeting: https://meet.google.com/abc-def-ghiUse cases
Your meeting notes don’t have to stay as notes. Connect your Meeting Notetaker to other tools to turn conversations into real deliverables:
Case studies & testimonials
Had a great customer call? Turn it into a case study or testimonial you can share with prospects.
Product roadmaps
Capture feedback from user interviews and automatically organize it into a product roadmap.
Sales enablement
Use insights from sales calls to improve your pitch. Add a pitch deck tool to automatically create slides from meeting content.
Social content
Record an expert interview and let the agent pull out quotes and highlights for social media posts.
Onboarding docs
Turn training sessions into step-by-step guides for new team members.
Advanced: On-call AI commands
You can control your agent in real-time by typing commands in the meeting chat:
- Pause recording: Stop recording during sensitive discussions
- Search: Get instant research while you’re still on the call
- Add notes: Flag important items to highlight in the summary