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

# How do I connect the meeting notetaker?

> 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](/docs/guides/meeting-notetaker). This page covers **how to connect** each service.

## How the notetaker joins calls

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](/docs/guides/connecting-email-calendar) if you haven't done that yet.

## Google Meet

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.

<Steps>
  <Step title="Connect Gmail">
    Follow [Connect email and calendar](/docs/guides/connecting-email-calendar). Google Calendar is included.
  </Step>

  <Step title="Confirm meetings appear in Calendar">
    Open **Calendar** in Klipy. You should see upcoming events. Events with Google Meet links will show the notetaker is scheduled.
  </Step>
</Steps>

## Zoom

Zoom requires an explicit OAuth connection in addition to your email.

<Steps>
  <Step title="Open Meetings settings">
    In the Klipy app, go to **Settings → Channels → Meetings**.

    <Frame caption="Screenshot coming soon: Settings → Channels → Meetings, Zoom connect button">
      <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
    </Frame>
  </Step>

  <Step title="Connect Zoom">
    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.

    <Frame caption="Screenshot coming soon: Zoom OAuth consent screen">
      <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
    </Frame>
  </Step>

  <Step title="Confirm future calls">
    After connecting, future Zoom meetings on your connected calendar will have the notetaker scheduled automatically.

    <Frame caption="Screenshot coming soon: calendar event showing a &#x22;Klipy Notetaker scheduled&#x22; indicator">
      <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
    </Frame>
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## Microsoft Teams

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.

<Steps>
  <Step title="Connect Outlook">
    Follow [Connect email and calendar](/docs/guides/connecting-email-calendar). Outlook Calendar and Teams link detection are included.
  </Step>

  <Step title="Confirm meetings appear in Calendar">
    Open **Calendar** in Klipy and confirm upcoming events are visible. Events with Teams links will have the notetaker scheduled.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## Controlling the notetaker

**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.

## Supported platforms

| Service             | Setup                                 | How it joins                                             |
| ------------------- | ------------------------------------- | -------------------------------------------------------- |
| **Google Meet**     | Connect Gmail                         | Calendar events with a Google Meet link                  |
| **Zoom**            | Connect Gmail or Outlook + Zoom OAuth | Events include a Zoom meeting link and Zoom is connected |
| **Microsoft Teams** | Connect Outlook                       | Calendar events with a Teams meeting link                |

## Frequently asked questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="What languages does the notetaker support?">
    Transcription supports **99 languages**. Summaries and follow-up drafts are produced in the language you chose during onboarding.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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).
  </Accordion>
</AccordionGroup>