Overview
Rev Notetaker is an AI meeting assistant that automatically joins meetings on your behalf to take detailed notes and create summaries with action items. By connecting your Google and Microsoft calendars, the Rev Notetaker meeting bot will automatically join any Zoom, Google Meet, Microsoft Teams, or Webex meeting in your calendar. Whether you're late or unable to attend, the Notetaker will still join and take notes for you, capturing a full transcript of the meeting in real-time and enabling collaboration on the live transcript. At the conclusion of the meeting, Rev Notetaker generates a summary that includes the topics discussed and follow-up action items. Additionally, users can ask the Notetaker Chatbot questions and request follow-up emails to generate insights and complete tasks efficiently.
Note: This feature is available to our subscription plan users; excluding Rev Max.
Calendar Management
Rev Notetaker offers granular permissions and controls to manage which meetings it will join and the security of the notes captured:
Agenda:
- Automatically synchronizes your calendar to create a daily agenda of meetings. Users can click through each date to access that day's agenda and quickly toggle their Notetaker to join specific meetings.
Scheduling:
- Users have full control over which meetings the Notetaker joins. By default, the Notetaker does not join any meetings unless configured by the user.
Multiple Calendars:
- Users can connect multiple Google and Microsoft calendars to create a unified agenda across personal and business calendars.
Note: Meeting hosts can dismiss the Notetaker during meetings, and users can add the Notetaker at any point during a meeting.
Virtual Meeting Platforms
Rev Notetaker supports major virtual meeting platforms, including Zoom, Google Meet, Microsoft Teams, and Webex. The Notetaker joins any meeting in your calendar without additional configuration.
Meeting Notes & Summaries
Rev Notetaker captures detailed meeting notes and generates summaries:
Live Meeting Notes:
- Share a 'Live Notes' link with participants to invite them to follow along and collaborate on the real-time transcript.
Meeting Notes:
- Converts the meeting into a diarized and time-stamped transcript with speaker names and screenshots of shared content.
Basic Summaries:
- At the end of each meeting, a summary is automatically generated, including keywords, action items, topics, themes, and decisions.
Advanced Summaries:
- Optional paid feature providing specialized summary templates for various meeting types.
Meeting Hub
Meeting Hub allows users to manage and access meeting notes:
Access to Other Users' Meeting Notes:
- If shared within the organization, meeting notes are saved to the account’s Meeting Hub folder, accessible by any user within the Rev account.
My Meetings:
- By default, all meeting notes are saved to a private folder, providing a centralized location to search and access notes.
Folder Management:
- Users can create and manage folders, configuring default folders for saving notes or selecting specific folders on a per-meeting basis.
Getting Started with Rev Notetaker
- Connecting Calendars:
- Google Calendar: Select “Connect your Rev account to Google Calendar” on your dashboard or the "Meeting Hub.” The Notetaker will create a daily agenda from which you can configure meeting settings.
- Microsoft Outlook Calendar: Similarly, connect your Rev account to Microsoft Outlook Calendar to manage meeting settings.
- Configuring Meeting Settings:
- Choose which meetings the Notetaker will join by setting the toggle beside the meeting in your agenda. Set permissions for sharing meeting notes with participants or within your organization.
- Using the Notetaker:
- During meetings, the Notetaker captures transcripts and shared content, providing real-time collaboration through live notes.
- Managing Meeting Notes:
- Access, search, and organize meeting notes in the Meeting Hub. Share notes as needed and generate summaries.
FAQs
What platforms does Rev Notetaker support?
Rev Notetaker supports Zoom, Google Meet, Microsoft Teams, and Webex.
Can I connect multiple calendars?
Yes, you can connect multiple Google and Microsoft calendars to create a unified agenda.
How do I control which meetings the Notetaker joins?
Users have full control over meeting settings, and hosts can dismiss the Notetaker during meetings.
How are meeting notes shared?
Notes can be shared with all participants, only internal participants, or kept private to the note owner.
What are Advanced Summaries?
An optional paid feature offering specialized templates for detailed meeting summaries.
How does Meeting Hub work?
Meeting Hub provides centralized management and access to meeting notes, with options to create and manage folders for organizing notes.
For more information, visit our Rev Notetaker: Getting Started Guide or contact us at support@rev.com.