Leadr Notetaker + Post Meeting Analysis

Introducing Leadr Notetaker - your intelligent meeting assistant that transforms how teams capture and retain valuable meeting insights. This powerful AI tool joins your meetings, listens attentively, and delivers comprehensive summaries directly into your Leadr workspace. By eliminating manual note-taking, Leadr Notetaker allows all participants to fully engage in discussions while ensuring important details are captured accurately. Let's explore how to set up and use this game-changing feature.

Leadr Notetaker: Designed With You in Mind

Quick Context Refreshers: Notetaker provides concise, meaningful summaries that highlight key discussion points, decisions, and action items—giving you just what you need to refresh your memory about important meeting outcomes.
Enhanced Meeting Engagement: With Notetaker capturing essential information, all participants can fully engage in the conversation without worrying about documentation. While it's most valuable for attendees wanting to recall details, even team members who couldn't attend will gain valuable insights.
User-Friendly Format: Our thoughtfully designed summary layout organizes information into clear, scannable categories that make it easy to find exactly what you need. This structured approach ensures important details stand out rather than getting lost in lengthy text.

Step-By-Step

First, a Leadr admin will need to turn the feature on for the org. This can be found within the “admin” portion of settings

Create a meeting in your external calendar and import it into Leadr. Ensure that your video link is listed in the location section of the meeting.

Once the agenda is created, Leadr Notetaker will sync up with the meeting. You’ll know that the notetaker is ready to go once you see the Post Meeting Analysis tab in header of the meeting.

Please make sure your calendar event has video conferencing details included in the invite.

Notetaker is all set for your meeting!

As you begin your video meeting, you’ll see “Leadr Notetaker” join as a participant. It will ask you permission to record. Notetaker will join the meeting at the exact time the meeting was made to start, if you join earlier you can select the Notetaker Icon in the Leadr meeting to “send to meeting”

Tip: If you want a video recording of your meeting, make sure the video is natively recording. The Notetaker will NOT produce video or audio recording

You will see a red pulsing dot next to the notetaker icon when the notetaker is actively listening
1. At any point, you can dismiss the Leadr Notetaker from your meeting. Note: all information it records up until it is dismissed will be included in the meeting summary
Conduct your meeting

Note: Notetaker joins meetings seamlessly in Teams and Google, with only Zoom requiring explicit permissions. When you schedule a bot and enable Post Meeting Analysis, transcription happens automatically.

Don't want the notetaker? Simply remove it during the meeting or cancel it beforehand by clicking the Gear icon in your Leadr meeting settings.

During the meeting, you have the option to share notes with another meeting, cancel the recording session, or remove the notetaker — depending on your needs.
A few minutes after the meeting ends, your post-meeting analysis will populate above the agenda within the Meeting in Leadr. Additionally, you may opt to receive an email with your meeting summary ready to view.

Post Meeting Analysis

After your meeting ends, you'll receive an email notification letting you know that the Post-Meeting Analysis is ready. This summary will include a meeting score (with 10 being the highest) along with key notes from the discussion.

The Post-Meeting Analysis provides feedback based on four key objectives: whether the meeting was purposeful, collaborative, well-structured, and focused on actionable outcomes. It also includes detailed bullet-point notes from the meeting, along with clearly defined action items.

The Post-Meeting Analysis not only includes a meeting score, but also offers detailed feedback for both the team and individual participants. You can get to this feedback by clicking on the "Get Coaching" which is located under the overall score of the meeting.

Here you will find the Score Overview for the Team as well as the Personal Feedback.

Feedback Details

How We Deliver Individual Meeting Feedback

While team feedback helps everyone improve together, individual feedback is designed just for you — helping you reflect on how you showed up in the meeting and offering a few thoughtful tips to grow your presence or impact over time.

What You’ll See

After any meeting, you’ll receive a short paragraph or two with personalized coaching. It’s designed to feel like a helpful peer pulling you aside and saying, “Hey, here’s what you did well and here’s a small thing you might try next time.”

You might see things like:

Recognition for how you clarified a point or invited others into the discussion
Suggestions for how to share your thoughts more confidently
Tips on creating space for others, or nudging a conversation forward
Gentle encouragement to contribute more if your voice was quiet

Where This Comes From

Our system looks at how you participated in the meeting… what you said, how often you spoke, how your comments shaped the conversation and generates coaching based on your role and engagement.

If there wasn’t enough to go on (like if you were mostly listening), the system might encourage you to speak up more, especially if your role suggests that your input would’ve been valuable.

There’s no grading or micromanaging. It’s private, constructive coaching to help you stay sharp in your day-to-day conversations.

What It’s Not

Not a performance review. No one else sees this — it’s just for you.
Not score-based. We focus on behaviors, not numeric ratings.
Not one-size-fits-all. Your role and voice in the meeting are taken into account, so feedback is relevant and proportionate.

How We Evaluate Team Meetings

How it Scores and Coaches Your Meetings

We believe great meetings are a team sport and like any good team, feedback helps everyone get better.

To help your team build better habits, we provide coaching and scores after team meetings. These insights focus on how the meeting was run ensuring the feedback stays constructive and safe for any setting.

What it Evaluates

Each team meeting is scored across four key characteristics:

Purposeful – Was there a clear reason to meet? Did the conversation stay focused and justify the time spent?
Structured – Was there a logical flow to the discussion? Did the group stick to the agenda or adapt it with intention?
Collaborative – Did participants engage respectfully and constructively? Was it a one-way broadcast or a two-way dialogue?
Actionable – Were outcomes clear? Did the group walk away knowing what comes next?

Each area receives a score from 1–10, where 5 is an average meeting, and higher numbers indicate stronger execution. A 10 is rare — think “best meeting of the quarter” — while a 1 means something truly went off the rails (also rare, thankfully).

For recurring meetings, you’ll be able to track trends across each characteristic over time. For one-off meetings, you’ll see a snapshot of how that specific session score

How Feedback Is Generated

After the meeting, we analyze high-level patterns in how the conversation unfolded. This includes things like:

Clarity of purpose
Presence (or absence) of structure
Flow and engagement between participants
Whether clear next steps or decisions were made

From there, it provides text-based coaching for each category. You’ll see both what worked well and where your team could improve, along with friendly suggestions for doing better next time.

How to Use the Feedback

Think of this like having a coach on the sidelines:

Use the scores to spot trends: Are we improving week to week?
Use the feedback to reflect: What small habits could help us have more focused, effective conversations?
Share it as a team: This works best when you treat it as a shared growth opportunity, not a report card.

What it Doesn't Do

It never scores individuals, only meetings — this is about team dynamics, not personal performance.
It doesn't “grade” you harshly — feedback is always constructive, encouraging, and designed to support better collaboration.
For 1:1’s or meetings with just two participants, it doesn't provide any scoring, just individual feedback.

FAQ

What If I do not want to use Notetaker?

You can cancel the notetaker in Leadr by clicking the icon, or removing it directly in your video meeting. This will only remove notetaker from the singular occurrence and not the entire series.

How long before a meeting start time should I make sure to import into Leadr?

We recommend at least 15 minutes before to give the Notetaker time to sync with the conferencing details correctly in the associated calendar event.
If you create a meeting on the calendar close to the meeting start time you can click "Resync my Calendar" from the meetings drawer in Leadr to hurry things along!

How long does it take to receive the Post Meeting Analysis?

In most cases, you’ll receive your post‑meeting analysis within 15 minutes to an hour. The exact timing depends on the length of the meeting and how interactive the discussion was.