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User guide

EverReady AI Notetaker, step by step

The Notetaker records, transcribes and summarizes your meetings, inside Salesforce. Here is how to find, replay and share them.

What the Notetaker does for you

Discovery callREC 12:47Sarah · Account Executive
Notetaker tabAccountContactEvent

Find your meetings easily in Salesforce

In the Notetaker tab, on the account, on every contact and in the event.

✨ AI summarygenerated automaticallyAt a glance

One-month pilot agreed with the operations team.

Key points
  • Usage-based pricing for the whole team
  • Import of existing call history
Next step

Send the pilot plan by Friday

An AI summary, generated automatically

As soon as the call ends: the essentials, key points and next steps.

claire.dubois@northwind.com👁 2 views▶ 1 play↗ reshared

Track every share

See who opened it, how many times, and if it was reshared.

How to record your meetings

EverReady adds a bot to your meetings as a participant, with its own email address, for example notetaker@yourdomain.com. The bot joins the call and records it. The connection mode, automatic or manual, is set by your administrator.

GDPRIn line with the GDPR, when the bot joins the call, a message tells the participants what it does. You can remove the bot from the call at any time.

Option 1

Fully automatic

The bot is invited by default, as you choose:

  • to your external meetings only
  • to all your meetings
Option 2

Manual

Invite the bot only to the meetings you choose. When you create the event, add notetaker@yourdomain.com as a guest.

Part 1 of 5

Where to find your meetings in Salesforce?

Every meeting is available in Salesforce, in three places.

Notetaker tabAccountContact
01

Add the Notetaker tab to your Salesforce navigation

Click the pencil on the right of the Salesforce menu bar and add Notetaker. All your meetings are then in one place.

Who really watched your recording?

In the Engagement column: opened, watched, reshared, you see it at a glance, recording by recording. No more guessing, follow up at the right time.

02

On the account and contact records

On an account: every meeting held with the company. On a contact: only the meetings this person attended.

Part 2 of 5

Replay a meeting: click it to open the replay

Click a meeting in the list: the replay opens with the video and four tabs to find everything.

SummaryTranscriptShareAccess
01

Get an AI-generated summary

As soon as the call ends, AI pulls out what matters: the key points, the decisions made and the next steps.

02

Search the transcript

Type a word: every passage where it was said is highlighted. Click the timestamp and the video starts right at that passage.

Part 3 of 5

Share a recording securely with your contacts, and know when it is watched

A secure, personal link. Every opening is tracked.

01

Share the recording with a secure, tracked link

Enter the recipients' email addresses and click Share. Two options: personalize your message in the window that opens, or copy the share link and paste it into an email. Access is secure: only the recipient can watch the video, after receiving a one-time code by email.

How to use it

You get an email every time the video is opened: that is the right moment to follow up with your contact.

Part 4 of 5

Manage access to your recordings in Salesforce

By default, EverReady follows the visibility rules set by your administrator.

01

Open access to the recording in Salesforce, or restrict it to participants only

Part 5 of 5

Salesforce stays up to date, automatically

Nothing to copy, nothing to log.

01

Find the meeting summary in the event description

The summary, key points and decisions are written into the event description.

Get the most out of the Notetaker

A question about setup or sharing? Our team is here to help.

Contact us