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Book your first meeting with Fyxer's Notetaker

Updated this week

The fastest way to experience the Fyxer Meeting 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 Meeting 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 Meetings → 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

  1. Go to Scheduling Settings

  2. Turn your link ON

  3. Copy your booking link

  4. Send it to yourself or a colleague

  5. Book a 15–30 minute meeting

  6. Accept the calendar invitation

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 Meetings → Recordings

  • 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

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