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Your meeting, your rules: Notetaker settings explained

Updated this week

The Fyxer AI Meeting Notetaker helps you stay organized by automatically joining your meetings, capturing notes, summarizing key points, and drafting follow-up emails. You can easily turn it on or off based on your preferences.


When Does the Notetaker Join a Meeting?

By default, the Notetaker will join any calendar event you’re attending where:

  • The meeting includes a video conferencing link (Zoom, Teams, Google Meet)

  • You’ve enabled the Notetaker in your Fyxer Preferences

It joins a few seconds before the scheduled start time, or as soon as the call begins if you're already present. The host will need to allow the Notetaker into the meeting as it joins as a meeting participant.

Tip: If you want the Notetaker to only join certain calls, you can adjust this in your settings (see below).



How to Enable or Disable the Meeting Notetaker

  1. Log into your Fyxer AI Dashboard.

  2. Go to Meetings > Settings.

  3. Choose when the Notetaker should join:

    • All meetings

    • Only meetings where you’re the host

    • External meetings only

    • None (turn off completely)

Click Update Preferences to save.

💡 Tip: Switch it to “None” if you don’t want it joining automatically. You can re-enable anytime.



Manually Control Which Meetings It Joins

Even if it’s enabled by default, you can decide case by case:

  • In your Dashboard, go to Meetings > Upcoming Meetings.

  • Toggle the Notetaker on/off next to each meeting.

  • If it’s already waiting, simply don’t admit it from the waiting room.


Where to Find your Meeting Notes and Recordings

  • Click on the Meetings tab on the left-side menu of your Dashboard

  • View upcoming calls, past summaries, full transcripts, and recordings

  • Replay, download, or copy your summaries anytime

💡 If multiple people with the Fyxer Notetaker join the same call, the notetakers will merge into a single participant named "Fyxer AI Notetaker." Each user will receive the meeting output in their own account, as if it were recorded just for them.



Set an Expiry Date for Call Recordings (Organization-level)

Organization admins can now enforce a global retention policy:

  • Admins can set a default duration (e.g. 1 month or 1 year after recording).

  • Once that period expires, everything from the call will be permanently removed - including the recording, the summary, and any context items extracted from the transcript.

  • This option is only available to organization admins and can be configured in Settings > Organization.

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