Leadr Notetaker

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

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

2. 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.

3. 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 notetaker icon with the blue dot in the header of the meeting.

4. Notetaker is all set for your meeting!

5. 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”

6. 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

7. Conduct your meeting

8. 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.

FAQ

1. 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.

2. What do the colored dots mean?

• A blue dot 🔵 The notetaker is ready to join your meeting
• A pulsing red dot 🔴 The notetaker is actively listening and taking notes
• A yellow dot 🟡 The noter joined and was removed or the analysis is queued
• An orange dot 🟠 There was an error
• A green dot 🟢 The analysis is ready and available!

3. 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!