AI-Driven Solutions

AI Notetaker in ATZ CRM

Use AI Notetaker in ATZ CRM to join scheduled meeting activities, record audio and video, generate transcripts, and summarize meetings with AutoSense.

Quick Answer

To use AI Notetaker, create or edit a future activity, add a valid Google Meet, Zoom, or supported meeting link, enable AI Notetaker, and save. After the meeting is processed, open the activity to review the recording and transcript or summarize it with AutoSense.

AI Notetaker helps recruiters capture meeting recordings and transcripts from scheduled activities.

Quick Answer

Add a valid meeting link to a future activity, enable AI Notetaker, save the activity, and review the recording/transcript after the meeting is processed.

Before You Start

Confirm:

  • AI Notetaker is enabled for your user.
  • Calendar or meeting integration is connected.
  • The activity has a valid meeting link.
  • The activity is scheduled for the future.
  • The activity type supports meeting links.

Add AI Notetaker to an Activity

  1. Create or edit a future activity.
  2. Add a Google Meet, Zoom, or supported meeting link.
  3. Turn on Enable AI Notetaker.
  4. Save the activity.

Enable AI Notetaker on activity

AI Notetaker needs a valid meeting link. If no valid link exists, ATZ CRM will not add the notetaker.

Edit or Remove AI Notetaker

For future activities, edit the activity and turn off AI Notetaker before the meeting starts. Past activities cannot be changed the same way because the meeting has already happened.

View Recording and Transcript

After processing, the activity list shows recording and transcript options when available.

Open the completed activity and review the meeting recording or transcript.

Use AutoSense with Meeting Transcripts

Open the meeting transcript, click AutoSense, choose Extract Key Points, Improve, or Summarize, and insert the result as the activity description.

Best Practices

  • Tell participants when the meeting is recorded or transcribed.
  • Use clear meeting titles.
  • Link the activity to the related candidate, contact, job, organization, or deal.
  • Review transcripts before using them as final notes.

Troubleshooting

Toggle Is Disabled

AI Notetaker may not be enabled for your user or the activity may not be eligible.

Add a valid Google Meet, Zoom, or supported meeting URL.

Recording Is Not Visible Yet

Meeting media may still be processing.

FAQs

Can AI Notetaker join any activity?

No. The activity needs a supported future meeting link.

Can I remove the notetaker?

Yes, for future activities before the meeting starts.

Does AI Notetaker create summaries automatically?

It provides transcript and recording access; use AutoSense for summaries.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

Request demo Start free trial