Using recaps

5 articles

• How to edit a Notetaker recap

  Learn how to edit a Notetaker recap by adjusting details, adding context, or removing items. This guide covers enabling Notetaker, accessing recaps, and saving your updates, making it easy to keep your meeting notes accurate and organized.

  1 min read·Updated August 19, 2026

• How to manage Notetaker recaps

  Learn to manage Notetaker recaps: enable recording for Zoom/Meet/Teams, locate recaps, export transcripts as TXT, and download video recordings for offline use.

  2 min read·Updated August 19, 2026

• How to send recaps to your CRM and other apps

  Calendly Notetaker can auto-send meeting recaps, transcripts, and key details to Salesforce, HubSpot, or any app via Zapier. Keep CRM records current, cut manual notes, and share summaries faster.

  2 min read·Updated August 19, 2026

• How to share Notetaker recaps

  Learn how to share Notetaker recaps: grant access to specific teammates, your workspace, anyone via link, email recaps, and revoke or hide access; find shared recaps under Shared with me

  3 min read·Updated August 13, 2026

• Meeting digest email overview

  Receive a daily 10:00 AM UTC Meeting digest listing all Calendly and non‑Calendly meetings, attendees, Notetaker status and quick actions; sent to Standard Plus and Teams Plus users and manageable in Notifications

  1 min read·Updated August 20, 2026