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Calendars & Appointments

AI Note Taker (Claudia AI)
Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars Disable Showing Tasks in Your Calendar Internal Subject for Appointments Time Blocks with Contacts Using Google Meet for Appointments Calendar Invite vs Email Confirmation for Appointments

Calendars & Appointments

Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars Disable Showing Tasks in Your Calendar Internal Subject for Appointments Time Blocks with Contacts Using Google Meet for Appointments Calendar Invite vs Email Confirmation for Appointments

AI Note Taker (Claudia AI)

AI Note Taker captures your virtual meetings so you can review what was discussed later. When enabled, LeadCenter can save meeting recordings and (optionally) generate transcripts and summaries for supported meeting links.

Supported Meeting Providers

AI Note Taker supports meetings hosted on:

  • Zoom
  • Microsoft Teams
  • Google Meet

How to Enable AI Note Taker

  1. Go to Calendars.
  2. Open Calendar Settings (gear icon) for the calendar you want to configure.
  3. Scroll to Claudia AI (meeting assistant).
  4. Enable AI note taker.
  5. Optional: Enable additional features:
    • Meeting transcription
    • Meeting summary
  6. Click Save.

What Happens Automatically

  • If an appointment includes a supported meeting link (Zoom/Teams/Google Meet), LeadCenter will capture the meeting based on the options you enabled.
  • After the meeting ends, the recording and transcript (if enabled) will become available for review.

Where to Find the Recording and Transcript

  • On the related appointment (when available)
  • On the related contact/lead (for generated notes such as summaries or insights)

Troubleshooting

  • Nothing was captured
    Confirm AI Note Taker is enabled on the same calendar used for the appointment.
  • No recording or transcript
    Confirm the appointment includes a supported meeting link (Zoom/Teams/Google Meet). After the meeting ends, refresh and allow a few minutes for processing.
  • Still missing
    Contact support and include the appointment details plus the meeting date and time.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.