Meeting Hub and AI Notetaker
Rev Notetaker is an AI meeting assistant that automatically joins meetings to create a transcript of your meeting. You can connect your Google and Microsoft calendars to the Rev Notetaker meeting bot to automatically join any Zoom, Google Meet, Microsoft Teams, or Webex meeting you have within your calendar, or paste a link to add a meeting not on your calendar.
If you don’t see the Meeting Hub or Notetaker options in your account, you might have a Legacy account. Notetaker is available to subscription plan users, excluding Rev Max. Contact support@rev.com if you’d like to know more about upgrading to a newer account.
In this article
- Set Up Guide
- Connect Your Calendar
- Settings and Preferences
- Adding Notetaker to a Meeting
- Transcripts
- Mobile Meeting Hub
- FAQ
- Notetaker Troubleshooting
Set Up Guide
Your Meeting Hub is where you can manage your upcoming meetings for Notetaker to attend. You can navigate to your AI Notetaker by clicking on it on the left-hand menu within your account.
Connect Your Calendar
From your AI Notetaker page, click Get Started. Choose Google Calendar or Outlook Calendar, click Continue, and follow the prompts to sign in and give Rev access to your calendar. You can also click Set this up later.
Once you have added your calendar, you will see your upcoming meetings listed in your Meeting Hub.
Settings and Preferences
You can change your Meeting Hub preferences by clicking on Settings in the top right corner of your Meeting Hub page.
Under Settings, you can:
- Add another calendar
- Disconnect a calendar
- Change your Auto-join preferences
- Adjust your meeting transcript sharing and permission settings
Disconnecting a calendar removes its meetings from your Meeting Hub.
Under Auto-join meetings, open the Default meeting auto-join settings menu and choose which meetings Notetaker joins automatically, without turning it on for each meeting yourself. The options are:
- Meetings with a video link: Notetaker joins any meeting on your calendar that has a video link.
- Meetings where I am host: Notetaker joins only meetings you are hosting.
- External meetings outside your organization’s email domain: Notetaker joins only meetings that include people outside your organization.
- Internal meetings within your organization’s email domain: Notetaker joins only meetings with people inside your organization.
- Meetings I manually select: Notetaker joins only the meetings you turn on yourself with the Add Rev toggle.
Auto-join settings do not apply to recurring meetings.
If a meeting is not on your calendar, paste its link into the Paste meeting link box at the top of the Agenda page and click Add. The meeting then appears in your upcoming meetings.
Click the icon to the right of the Paste meeting link box to see which meeting links are accepted. Notetaker accepts links from Zoom, Google Meet, Microsoft Teams, and Webex.
Adding Notetaker to a Meeting
Rev Notetaker is an AI meeting assistant that joins your meetings on your behalf to take detailed notes and create summaries with action items. Whether you’re late or unable to attend, Notetaker still joins and captures a full transcript of the meeting in real time, and you can collaborate on the live transcript. When the meeting ends, Notetaker generates a summary of the topics discussed and follow-up action items. You can also ask the Notetaker chatbot questions and request follow-up emails to generate insights and complete tasks.
Once your meetings are added to your Meeting Hub, you can add Notetaker to join the meeting. Notetaker will record and transcribe meetings that it is added to.
Click on the toggle next to Add Rev for any upcoming meeting to add Notetaker.
Meetings that have already been added will have a purple toggle. You can also click on the toggle again to remove Notetaker.
If you have auto-join enabled in your settings, Notetaker will automatically join your meetings without the need to manually toggle on the meeting. Which meetings are automatically joined depends on your meeting hub settings.
Once you add Notetaker, you will see a confirmation pop-up at the bottom of the page.
When you add Notetaker to a recurring meeting, a Schedule Notetaker for a recurring meeting window opens. Choose This event, This and following events, or All events, then click OK.
Some meeting platforms require approval for attendees not on the original invite list to be accepted into the meeting. Notetaker appears in the participant list as “[Your first name]’s Rev Notetaker,” and the host or an attendee needs to admit it. If your Notetaker request to join is denied or ignored, the meeting will not be captured in your Rev account.
Transcripts
You can access your transcripts from meetings that Notetaker has joined by clicking on My Files on the left menu.
Then, select the My Meetings folder.
To follow a meeting live, open it in your Meeting Hub and click View transcript. After the meeting ends, the transcript shows Processing until it is ready.
Mobile Meeting Hub
Meeting Hub syncs to the Rev Mobile App, allowing you to add and manage meetings on the go. Because there are many features for the mobile app we have a dedicated article that covers how to use the Meeting Hub in the app.
FAQ
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?
Turn on the Add Rev toggle for each meeting you want Notetaker to join, or use Auto-join in Settings. Auto-join does not apply to recurring meetings, which you schedule one at a time. The meeting host can also remove Notetaker during a meeting.
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.
Notetaker Troubleshooting
If your Notetaker did not record a meeting, a few factors may be preventing the Notetaker from joining or recording the meeting.
If Notetaker wasn’t admitted to the meeting
If the host or an attendee doesn’t admit Notetaker, it leaves the meeting and nothing is captured. Your Meeting Hub may show Unable to Record or Host Denied Notetaker. To try again, paste the meeting link into the Paste meeting link box in your Meeting Hub and click Add, then ask the host to admit Notetaker.
If the meeting host isn’t in the meeting
Depending on the meeting platform, the Notetaker may be unable to record the meeting or join the meeting without the meeting host present.
If Zoom host settings prevent recording
The host settings in Zoom may prevent Notetaker from recording. In the host’s Zoom account, go to Settings > Recording and turn on these settings:
- Record to computer files
- Internal meeting participants
- External meeting participants
For more information, contact us at support@rev.com.