Email and calendar are connected separately. If you haven't connected your calendar yet, do that first: Set up Fyxer in 2 minutes.
The fastest way to experience Notetaker is a quick test meeting. When your calendar is connected, Fyxer joins supported online meetings automatically – this article walks you through setting that up on day one.
Don't have many inbound meetings? Option 1 below shows you how to use your own scheduling link to get started.
Before you start: quick setup checks
Is your calendar connected?
Go to Dashboard → Settings → Integrations → Calendar.
Your Google or Outlook calendar must be connected for automatic joining.
Zoom users: is Zoom connected?
If your meetings are on Zoom, go to Settings → Integrations and Connect Zoom. Teams and Google Meet require no extra setup.
Is Notetaker set to join automatically?
Go to Notetaker → click the gear icon for Notetaker settings → Automatically join and choose:
All meetings (recommended for your first test) or
Meetings I'm hosting
If this is set to None, the Notetaker will not join.
How to trigger your first Notetaker meeting
You have three easy options:
Option 1 (recommended): use your scheduling link
Go to your Dashboard → Scheduling → Scheduling links → Personal
Choose a meeting length (e.g. 30, 45, or 60 minutes)
Click Copy link
Send the link to a colleague
They book the meeting using the link
The meeting is automatically added to your calendar
Once the meeting starts, Notetaker automatically joins and records it
If you prefer, you can book the meeting using the link yourself and join it as a test.
Learn more: How to set up your personal scheduling link.
💡 Tip: you can also use Team scheduling links (if enabled) to trigger Notetaker recordings for customer or team meetings. Learn more: Team scheduling with Fyxer.
Option 2: wait for someone to send you a meeting invite
As soon as someone sends you a calendar invite with a Zoom, Meet or Teams link, and your Notetaker is set to auto-join:
Notetaker is added as an invited participant
It will attempt to join automatically at the meeting start time
On Zoom, the host may need to admit it
This lets you test with a "real" meeting.
Option 3: forward to schedule
If you want to set up a meeting from any email you've received, forward it to [email protected] with "schedule" in the body.
Fyxer will generate a draft reply with your availability and bookable links.
Learn more: Forward an email to schedule instantly.
What to expect during the meeting
Notetaker will:
Join a few minutes before the scheduled start
Appear as a guest participant
Record and transcribe the conversation
Identify action items
Prepare your meeting summary
Leave automatically when the session ends
If you need to stop recording mid-meeting, anyone can type: @fyxer stop in the meeting chat.
Learn more: Control Notetaker during a meeting.
After the meeting
Within a few minutes, you'll receive:
A meeting summary email (labeled "FYI")
The transcript in Notetaker → Recorded
The audio/video recording (if supported)
A suggested follow-up email draft based on the discussion
This gives you your first full view of how Fyxer handles meeting intelligence.
If Notetaker didn't join
Common issues include:
Missing video link
Notetaker set to "None"
Calendar not connected
Zoom integration not connected
Host didn't admit the bot
If meeting invites are created through a third-party tool, such as GoHighLevel, your email address may not appear on the invite. That means the event won't show on your connected calendar and Notetaker won't join. Check that your calendar is synced and that you're listed as an attendee on the invite.
View all Get started articles
Back to topics overview
Need help?
If you need help with this or any other issue, get in touch using the chat feature on the bottom right.