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Before you join a meeting, you can turn on the AI note taker. It works similarly to other AI note-taking tools you may have used, but it’s built for supervision sessions that may include protected health information. Only the host can turn it on. It’s optional, and you can run a session without it.

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What it does

While the meeting is happening, the note taker listens in and builds a transcript of what’s said. Once the meeting ends, it generates notes for the session. The host can read them from the meeting’s Details page.
It can take a few minutes for the transcript and notes to finish generating after a meeting ends. If they’re not showing up yet on the Past Sessions page, check back shortly.
The host can’t join with the note taker on until every person has agreed:
  1. On the Join Meeting screen, enable Transcribe this session.
  2. Under People in the room with you, click Add person for each client sitting with you.
  3. Read the displayed consent statement to each person, enter their full name, and collect their agreement using the checkbox.
  4. Join Meeting stays disabled while a listed person’s name or agreement is missing. Anyone joining from another device agrees on their own screen.
Pre-join transcription and privacy controls above the consent statement, a blank Person 1 full name field, an unchecked agreement, and a disabled Join Meeting button.

Add each client sitting with you and collect their agreement before joining.

If you can’t collect everyone’s consent, turn the note taker off and join without it.

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How everyone knows it’s on

While the note taker is running, everyone in the room sees an AI Note Taker Active badge. If it drops out, the badge changes to Note Taker disconnected. When the session is also being recorded, a notice appears for a few seconds and then folds into a Recording badge you can click to read again.
Since these are supervision recordings, tell everyone joining ahead of time that the session will be recorded.

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What’s next

Once you’re in the meeting, see Participants & Invites to bring other people in, or Past Sessions to see what happens once you end the call.