#Zoom note taker how to
How to automatically transcribe a Zoom cloud recordingĪs we mentioned, you'll need an appropriate paid Zoom subscription to do this, so check that you're on a supported plan before proceeding.įirst, you'll need to enable audio transcripts by following the steps below: Now, you can focus on the conversation and close more deals.Alternatively, you can use a transcription service called Otter.ai.
#Zoom note taker free
So, whether you are a salesperson or a customer success manager, you are now free from the hassle of manually capturing notes from each client call. Click Manage > Installed Apps or search for the Flyte AI Notes for Zoom app. Login to your Zoom Account and navigate to the Zoom App marketplace. Under the Zoom icon, click on the “Disconnect” button to disconnect Flyte from your Zoom account. You will be taken to the Integration section of Flyte, which is used to manage all your integrations. In order to disconnect the Flyte app for Zoom, click on the “Integrations” icon on the sidebar on the left. If you wish to create notes for all your Zoom meetings, toggle this button on and you just need to join your meetings and Flyte will manage the ‘recording’ and ‘creating notes’ part. The “Automatically Create Notes” toggle buttons do exactly that. The Join button allows a user to join the Zoom meeting from within Flyte. Each row contains information about the time of the meeting, meeting title, a “Join” button and a toggle button for automatically creating notes.
This tab shows the upcoming meetings that the user has scheduled. Now let’s look at the Meetings tab on the screen. We just saw how a user can create Flyte notes from the Recordings tab.
The Zoom integration screen we saw in the previous section contains two tabs - Recordings and Meetings. So if you’re traveling to visit your client or taking a meeting from an airport lounge or hotel lobby, just record your meeting on Zoom and automatically create notes and call insights later on to review key highlights. In order to create notes for any of the recordings in the list, click on the “Create Notes” button. Each recording is listed with details including the date and time of recording, the title of the corresponding Zoom meeting, the recording duration, and a “Create Notes” button. These recordings must be no less than 15 days old, and must be longer than 1 minute in duration, and must be in audio format. After clicking on the “Zoom Call” button, you will be taken to the Zoom integration screen where you’ll see a list of your previous Zoom recordings.įlyte only shows previous recordings saved in a user’s Zoom cloud recordings. There are two primary ways a user can add notes in Flyte from a Zoom call: a. Choose the type of meeting and click on the “Zoom Call” button. You will be taken to the Flyte “Add Notes” page, where you will be asked to choose the type of meeting you’d like to create notes for. Once Flyte is connected to a user’s Zoom account, click on the ‘Add Notes’ section at the top of the sidebar. Start using Flyte to create fully automated notes and call insights using Zoom This indicates that Flyte is now connected to the user’s Zoom account. This time, they should see a “Connected” label below Zoom, and a “Disconnect” button next to it. Once the user authorizes the Flyte app, the user is seamlessly directed back to the “Integrations” page within Flyte. Note that if the user is not currently logged in to Zoom, they will first be asked to log in to their Zoom account before they see the scopes and permissions page. You’ll be redirected to a page detailing the scopes and permissions requested by the Flyte app for Zoom, and asked to authorize Flyte to connect with your Zoom account. In this case, please click on the Connect button below the Zoom app icon. Below each application is a “Connect” button to connect your account with that application. You will see a list of applications on the screen. You will be taken to the Flyte “Integrations” page, where all the apps that you have connected with Flyte will appear. In order to connect your Flyte account with Zoom, click on the “Integrations” icon on the sidebar located on the left hand side of the screen. If you’ve used Flyte before then you’ll see your previous notes in the Notebook section. When you log in to Flyte for the first time, you will be taken to the Flyte Notebook page.
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