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.

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!