Do you want to get valuable insights out of your customer conversations? Do you want to ensure meetings are getting recorded? Do you want to summarize meetings automatically with AI and be able to share them easily with customers or colleagues? Then Demodesk Notetaker is the right solution for you!

The Demodesk Notetaker is designed to record meetings conducted via Google Meet, Microsoft Teams, or Zoom. It joins scheduled meetings automatically but can be invited manually to join instant meetings. Access to the calendar is necessary for the Notetaker to know which meetings to participate in.

1. Access the Notaker customization: To begin personalizing your Notetaker, you navigate to the Recordings & AI settings.

2. Notetaker's name: By default, we take the name of the meeting host for the Notetaker (e.g. Marcel's Notetaker). You can also use it to reflect your brand. For instance, if your company's name is "Acme Corp," you might name your Notetaker "Acme's Assistant." This impacts the name that will be shown in Google Meet, Microsoft Teams, and Zoom.

3. Camera feed for Notetaker: This allows you to disable the camera feed for the Notetaker. If disabled, it will not have an image in the meeting anymore and will look like a participant with a disabled camera. In Microsoft Teams, it will mean the Notetaker will show up smaller.

4. Logo Upload: Click on the box to upload your company logo. We recommend using a logo with a transparent background for a cleaner look on the default dark background. For a polished look, changing the background color is not possible. Please note that the maximum file size allowed for the logo is 25MB, and supported file types include PNG and JPG. Avoid using images that are taller than they are wide, as this can cause the logo to appear smaller than intended. Additionally, minimize padding around logos to prevent them from becoming too small in the layout.

5. Notetaker message: Here, you can craft a message that will be displayed to all attendees, explaining the Notetaker’s function. You might say, “Please note, this meeting is being recorded to ensure accurate note-taking.” Make sure your message meets legal standards. It’s important to inform attendees about the recording and its purpose. Transparency fosters trust and aligns with best practices. Please note that this message's maximum number of characters is 130.

6. Notetaker preview: After you have made your customizations, use the "See Preview" link to view how the Notetaker will appear during the meeting. This helps ensure everything looks as expected before going live.

7. Save: Once you are satisfied with your settings and the preview, save your changes. Your customized Notetaker is now ready for use in your next Demodesk meeting.

Within Demodesk, you have the option to record all meetings (Internal and External). Based on your personal preferences, you can change these settings from your account. Here is how you can access these settings:

What it does: This setting allows you to automatically record meetings with participants who are not on your company's Demodesk account. For example, all your meetings with prospects/customers or anyone not directly a part of your team or company will be classified and recorded as external meetings.

How to use it: Navigate to the ‘Recording Preferences’ section in your settings. Here, you'll find the toggle for 'Record External Meetings'. It's recommended to keep this feature turned on to automatically capture external interactions. When enabled, all your external meetings will be imported and recorded without any additional steps required.

The Notetaker will automatically join these external meetings when enabled in the settings. It will check your connected calendars for scheduled meetings and import them to the Demodesk meeting overview automatically. This ensures that all meetings, whether scheduled through Demodesk or another platform, are centrally visible and managed within Demodesk.

What it does: Enabling this setting will allow the platform to record meetings where all participants are from your organization (all your team members and people from your organization on your Demodesk account)

How to use it: Similar to external meetings, you can toggle on 'Record Internal Meetings' in the ‘Recording Preferences’. This ensures that all internal discussions are captured, which can be invaluable for keeping detailed records, for various purposes, training, or revisiting previous strategic meetings.

What it does: This setting ensures that only meetings organized by you are recorded. This is useful for preventing the recording of meetings that might be scheduled by external parties or those not intended for automatic recording.

What it does: Enabling this setting allows the platform to import and record meetings that have a meeting link but no participants.

How to use it: Similar to other recording preferences, you can toggle on 'Import Meetings with No Participants' under the Advanced Preferences section. This ensures that all scheduled meetings, regardless of participant attendance, are automatically imported and recorded.

Use-case Example: In HR scenarios, some scheduling tools create two separate events for interviews—one for the interviewer and one for the interviewee. By enabling the 'Import Meetings with No Participants' setting, both events will be imported and recorded, even if one or both attendees haven't joined. This ensures all relevant meetings are captured, even without active participants.

Additionally, Demodesk allows you to seamlessly turn the recording feature on or off for individual meetings making it easier to decide and action on the go. Within your dashboard, you will see a Record Meeting button, indicated by a tiny circle, that can be toggled on/off for a particular meeting.

Demodesk prioritizes security, employing robust technical and organizational measures. These include encryption of recordings, both at rest and in transit, along with authorization and log monitoring, restricted access to recordings, and comprehensive physical and IT security protocols.