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Klipy Notetaker is an AI meeting bot that Klipy can schedule on your behalf. It appears in the participant list like any other guest—visible to everyone on the call—records audio, builds a live transcript while the meeting runs, and turns that conversation into structured outputs shortly after the meeting ends (typically within about five minutes). That visibility is intentional: everyone should know a notetaker is present, which makes it easier to align with your company’s policies and your customers’ expectations about recording and consent.

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How Klipy joins your calls

Klipy scans calendars you’ve connected and looks for upcoming events that include a supported video link (Google Meet, Zoom, or Microsoft Teams). For each qualifying event, Klipy schedules Klipy Notetaker to join at the scheduled start time. The bot records audio, maintains a real-time transcript, and uploads the session for processing when the call finishes. Languages: transcription supports 99 languages. Summaries and follow-up drafts are generated in the language you chose during onboarding, so outputs stay consistent with how you work.

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What it produces

After processing, you get a structured package for each meeting—not just a raw transcript.

1. Full transcript

Complete transcript with speaker identification so you can scan who said what.

2. Meeting summary

Key topics and decisions made, distilled for quick review and handoff.

3. Action items

Commitments extracted per speaker (for example, “Alice will send the proposal by Friday”).

4. Deal framework alignment

How the call maps to your configured sales methodology (MEDDIC, Sandler, and other frameworks you enable).

5. Follow-up draft

A ready-to-send recap email for you to review and approve—never sent automatically.

6. CRM updates

Contact and company records updated with new information surfaced on the call.

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Controlling the notetaker

Default behavior: Klipy adds the notetaker to all upcoming calendar events that include a supported meeting link on calendars you’ve connected. Per meeting: Before the call starts, open the Calendar view in Klipy and remove the notetaker from any specific event where you don’t want a bot to join. Global: Go to Settings → Notetaker and disable auto-join. With auto-join off, the notetaker won’t join by default; you can manually invite Klipy Notetaker to individual calls when you want coverage. During the call: Host platforms let participants remove a bot from the meeting. If someone removes Klipy Notetaker, it leaves and stops recording—see the warning below for what happens to the recording.
Transparency by design: The notetaker joins as Klipy Notetaker and is visible in the participant list. Treat it like announcing a recorder—use your judgment and your org’s policies when sensitive topics, regulated industries, or regional recording laws apply.
If the notetaker is removed from the call mid-meeting, recording stops at that moment. Klipy still processes whatever audio was captured up to that point—your transcript and summaries may be partial rather than covering the full meeting.

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Supported platforms

PlatformSetup requiredAuto-join conditions
Google MeetNone beyond your Google workspace connectionCalendar events on a connected Google account that include a Google Meet link.
ZoomConnect Zoom with OAuth under Settings → Channels (org approval may apply).Events include a Zoom meeting link and Zoom is authorized for your workspace.
Microsoft TeamsNone beyond Outlook / Microsoft 365 email and calendar access.Calendar events include a Teams meeting link on a connected Outlook calendar.

Follow-ups

How meeting recaps become drafts you review and send.

What Klipy captures

Email, calendar, and messaging—what feeds Klipy beyond meetings.
Last modified on April 5, 2026