Joining rules

Which calls get a Notetaker. Applies to every rep's calendar.

CancelSave rules

Which calls get a NotetakerSee Upcoming

A call gets one when it has a Google Meet link and at least one guest outside our domains.

Our domains

thestacc.examplethestacc-labs.example Add

Our people's personal emails

priya.nair@gmail.example (Priya Nair)rohan.m@gmail.example (Rohan Mehta) Add

Treated as ours, so they never trigger a Notetaker or a match.

Never join when the title has

Interview1:1Personal SalaryDoctor Add

Never join when the only guests are from

pixelforge.example (partner) neel.design@gmail.example (added by Priya Nair, Wed 28 Oct) Add

Heads-up 10 minutes before when the only guests use personal emails When a call is on two of our calendars, send one Notetaker, from the organiser's calendar When a call runs into the next one on the same Meet link, split it at the next call's start

Telling people

Notetaker's message in the Meet chat Hi, I'm theStacc's notetaker. I take notes for our CRM. If you'd like me to leave, type 'remove notetaker' or tell Priya. The rep's first name is filled in. Reps also say it out loud at the start.

When someone asks it to leave Tell the rep at once; leave after 2 minutes if nobody answers, keeping nothing

Recordings

Keep recordings30 days

Keep transcriptsUntil deleted A rep can delete everything from one call. Discarded calls keep their transcript on Meetbot, never in Bigin.