> ## Documentation Index
> Fetch the complete documentation index at: https://relevanceai.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<CardGroup cols={2}>
  <Card title="Automatic meeting attendance" icon="calendar-check">
    Agent joins meetings directly from your calendar with no manual intervention required
  </Card>

  <Card title="Audio & video recording" icon="video">
    Captures comprehensive recordings without using your device
  </Card>

  <Card title="Speaker-identified transcription" icon="microphone">
    Creates accurate transcripts with speaker labels and timestamps
  </Card>

  <Card title="Intelligent summarization" icon="list-check">
    Extracts key moments, decisions, and action items automatically
  </Card>

  <Card title="Cross-platform support" icon="display">
    Works with Zoom, Microsoft Teams, and Google Meet
  </Card>

  <Card title="Flexible distribution" icon="share-nodes">
    Send summaries to Slack, email, Google Docs, Notion, or your CRM
  </Card>

  <Card title="On-call AI commands" icon="message">
    Control the agent during live meetings with chat commands
  </Card>

  <Card title="Customizable insights" icon="sliders">
    Tailor outputs to your domain including product feedback, sales objections, and technical requirements
  </Card>
</CardGroup>

## How it works

<Steps>
  <Step title="Pre-meeting" icon="calendar">
    Agent triggers from your calendar and sends a meeting bot to join.
  </Step>

  <Step title="During meeting" icon="video">
    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
  </Step>

  <Step title="Post-meeting" icon="file-lines">
    Processes the complete transcript by speaker and timestamp, then extracts domain-specific insights tailored to your needs.
  </Step>
</Steps>

## How to setup a Meeting Notetaker Agent

### Step 1: Create your agent

[Create a new agent](/build/agents/build-your-agent) or clone Nate, a production-ready notetaker from the [Relevance AI Marketplace](https://relevanceai.com/agent-templates-meetings/). 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.

<Tip>
  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.
</Tip>

### Step 3: Choose how to run your agent

#### Option A: Automatic (add triggers)

<div style={{ position:"relative",paddingBottom:"56.25%",height:0 }}>
  <iframe src="https://app.supademo.com/embed/cmkdjwr5c0gx9qm44i9w77ftm" frameBorder="0" title="Setting up Meeting Notetaker triggers" allow="clipboard-write; fullscreen" webkitAllowFullscreen="true" mozAllowFullscreen="true" allowFullscreen style={{ position:"absolute",top:0,left:0,width:"100%",height:"100%",border:"3px solid #5E43CE",borderRadius:"10px" }} />
</div>

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

<Note>
  You'll need to admit the bot as a guest into the meeting through your video platform.
</Note>

#### 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-ghi
```

## Use cases

Your meeting notes don't have to stay as notes. Connect your Meeting Notetaker to other tools to turn conversations into real deliverables:

<AccordionGroup>
  <Accordion title="Case studies & testimonials">
    Had a great customer call? Turn it into a case study or testimonial you can share with prospects.
  </Accordion>

  <Accordion title="Product roadmaps">
    Capture feedback from user interviews and automatically organize it into a product roadmap.
  </Accordion>

  <Accordion title="Sales enablement">
    Use insights from sales calls to improve your pitch. Add a pitch deck tool to automatically create slides from meeting content.
  </Accordion>

  <Accordion title="Social content">
    Record an expert interview and let the agent pull out quotes and highlights for social media posts.
  </Accordion>

  <Accordion title="Onboarding docs">
    Turn training sessions into step-by-step guides for new team members.
  </Accordion>
</AccordionGroup>

## 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

[Learn more →](/build/agents/advanced-features/on-call-ai-commands)