Set up Klipy’s notetaker to join Google Meet, Zoom, and Teams calls, then get summaries, transcripts, and follow-up drafts after each call.
Klipy Notetaker is an AI meeting bot that joins your video calls, records audio, and produces a structured package after each call: transcript, summary, action items, deal framework alignment, and a follow-up draft.The notetaker works by reading your connected calendar and automatically scheduling itself on events that include a supported video link. You don’t need to manually invite it to each call.For how it processes meetings and what it produces, see Meeting notetaker. This page covers how to connect each service.
Klipy scans calendars on your connected email accounts (Gmail or Outlook) for events that include a supported video link. When it finds one, it schedules Klipy Notetaker to join at the event start time. The notetaker appears in the participant list as Klipy Notetaker—visible to everyone on the call.Email must be connected first. The notetaker depends on calendar access, which is bundled with your email connection. See Connect email and calendar if you haven’t done that yet.
No separate connection step is required for Google Meet.Once Gmail is connected, Klipy automatically sees calendar events and schedules the notetaker on events that include a Google Meet link.
Click to start the Zoom connection. Sign in with your Zoom account and approve the requested access. Klipy needs permission to join meetings as a participant.
Screenshot coming soon
Screenshot coming soon: Zoom OAuth consent screen
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Confirm future calls
After connecting, future Zoom meetings on your connected calendar will have the notetaker scheduled automatically.
Zoom OAuth may be restricted by your organization. If authorization fails or the integration is blocked, ask IT to allow Klipy in Zoom’s admin settings before retrying.
No separate Teams connection is required.Once Outlook / Microsoft 365 is connected, Klipy sees your Outlook Calendar. Events that include a Microsoft Teams meeting link will have the notetaker scheduled automatically—no Teams-specific OAuth needed.
Open Calendar in Klipy and confirm upcoming events are visible. Events with Teams links will have the notetaker scheduled.
Tenant policies can prevent third-party bots from joining or recording. If the notetaker can’t join a Teams call, work with IT to confirm your org’s meeting recording policies allow external participants.
Default: Klipy adds the notetaker to all upcoming calendar events with a supported meeting link.Per meeting: Before the call, open Calendar in Klipy and remove the notetaker from any specific event where you don’t want a bot to join.Globally: Go to Settings → Notetaker and disable auto-join. With auto-join off, the notetaker won’t join by default; you can manually invite it to individual calls.During a call: If someone removes Klipy Notetaker mid-call, recording stops at that point. Klipy processes whatever audio was captured up to that moment—your transcript and summary may be partial.
Is Klipy Notetaker visible to meeting participants?
Yes. The notetaker joins as Klipy Notetaker and appears in the participant list—visible to everyone. This is intentional for transparency. Announce it to participants if your org’s recording policy or local law requires consent.
Does Klipy send the recording to anyone?
No. Recordings are processed to produce structured outputs (transcript, summary, action items). The structured outputs are stored in your Klipy workspace. Raw audio is used only for processing and is not archived long-term.
How is Klipy Notetaker different from Otter.ai?
Otter focuses on transcription and notes. Klipy’s notetaker is embedded in a full CRM pipeline—after each meeting, it produces action items per speaker, deal framework alignment (MEDDIC, Sandler, etc.), and a ready-to-send follow-up draft. The outputs feed directly into the deal records and follow-up workflow, not just a notes archive.
How does Klipy compare to Fireflies.ai for sales calls?
Fireflies focuses on meeting recording and searchable transcripts. Klipy focuses on what comes next: the notetaker’s outputs feed your CRM records, follow-up drafts, and to-dos automatically. The difference is CRM integration depth—Klipy is the CRM, not just the recorder.
Do I need a paid Zoom account for the notetaker to work?
No. Klipy Notetaker joins as a meeting participant. It doesn’t require Zoom’s recording or cloud features—it records on its own. A free Zoom account works.
What languages does the notetaker support?
Transcription supports 99 languages. Summaries and follow-up drafts are produced in the language you chose during onboarding.
Can the notetaker join recurring meetings?
Yes. Any recurring calendar event that includes a supported meeting link will have the notetaker scheduled for each occurrence. You can remove it from individual occurrences without affecting the series.
What happens if I'm the host and I end the meeting early?
The notetaker stops recording when the meeting ends. Klipy processes the audio captured up to that point.
What if the notetaker can't join because the meeting requires a passcode or waiting room approval?
For passcode-protected meetings, Klipy reads the passcode from the calendar event invite if it’s included. For waiting rooms, a host must admit the notetaker manually. If the notetaker can’t get in, the meeting won’t be processed.
Is there a way to use the notetaker without connecting email?
No. The notetaker relies on calendar access to know which meetings to join. Calendar access is bundled with email connection (Gmail → Google Calendar, Outlook → Outlook Calendar).
