The fastest way to experience the Fyxer Notetaker is to run a quick test meeting. When your calendar is connected, the Notetaker joins supported online meetings automatically - so this article walks you through creating the ideal first scenario.
Once your inbox and calendar are connected, the Notetaker is ready to join your calls. Booking a quick test meeting is the easiest way to see it working end-to-end on Day 1.
Before You Start: Quick Setup Checks
Calendar connected:
Go to Dashboard → Settings → Integrations → Calendar
Your Google or Outlook calendar must be connected for automatic joining.
Zoom users: One extra step
If your meetings are on Zoom: Go to Settings → Integrations and connect Zoom. Teams and Google Meet require no extra setup.
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 two 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 yourself or a colleague
Book the meeting and accept the calendar invitation
Once the meeting starts, Fyxer's Notetaker automatically joins and records it.
💡 Tip: You can also use Team scheduling links (if enabled) to trigger Notetaker recordings for customer or team meetings - useful for sales, support, or research calls.
What this guarantees:
A valid meeting link
A complete calendar event
A consistent join flow for the Notetaker
This is the most reliable, expectation-proof first experience.
Learn how to set up your personal scheduling link
Option 2: Have someone send you a meeting invite
As soon as someone sends you a calendar invite with a Zoom/Meet/Teams link, and your Notetaker is set to auto-join:
The 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" colleague meeting.
What to Expect During the Meeting
The 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.
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)
Suggested follow-up email draft based on the discussion
This gives you your first full view of how Fyxer handles meeting intelligence.
If the Notetaker Didn't Join
Check this troubleshooting guide: Why didn't the Notetaker join my meeting?
Common issues include:
Missing video link
Notetaker set to "None"
Calendar not connected
Zoom integration not connected
Host didn't admit the bot