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Calendars & Appointments

AI Note Taker for Zoom, Teams, and Google Meet
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 AI Meeting Preparation Creating AI Meeting Prep Templates AI Note Taker for Zoom, Teams, and Google Meet Time Blocks with Contacts Using Google Meet 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 AI Meeting Preparation Creating AI Meeting Prep Templates AI Note Taker for Zoom, Teams, and Google Meet Time Blocks with Contacts Using Google Meet for Appointments

AI Note Taker for Zoom, Teams, and Google Meet

AI Note Taker

AI Note Taker helps you capture your virtual meetings so you can review what was discussed later. When enabled, LeadCenter can save meeting recordings and transcripts for supported meeting links.

Supported Meeting Providers

  • Zoom
  • Microsoft Teams
  • Google Meet

How to Enable AI Note Taker

  1. Go to Calendars → Calendar Settings.
  2. Select the calendar you want to configure.
  3. Open Claudia AI (meeting assistant).
  4. Turn on Enable AI note taker.
  5. Optionally enable Meeting transcription and Meeting summary.
  6. Click Save.

What Happens Automatically

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

Where You’ll See the Results

  • On the related appointment (when available)
  • In the contact/lead notes (when meeting notes are generated)

Troubleshooting

  • Nothing captured: confirm AI Note Taker is enabled on the calendar used for the appointment.
  • No transcript/recording: confirm the appointment includes a supported meeting link and refresh after the meeting ends (it may take a little time to appear).
  • Still missing: contact support and share the appointment details and meeting date/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.