Notetaker agent

You talk. Notetaker handles the rest.

No more ‘wait, what did we agree?’

Never take meeting notes yourself again. The Notetaker agent joins your calls in Zoom, Google Meet or Microsoft Teams, even when you're a guest. It writes down decisions and action items for you and puts them where you want them: in LINK, your CRM or your task list. You approve.

Sound familiar?

The built-in note-taker only sees part of the picture.

Your clients all use a different platform. So you have notes from one call and not from the next.

  • Only when you're the host.

    Copilot, Gemini and Zoom's own notes usually only work when you organize the meeting. If the client schedules the call, they decide whether there are notes.

  • Only inside their own platform.

    One client is on Teams, another on Zoom or Meet. Each platform makes its own report, in its own format, in its own place.

  • So you miss pieces.

    What was decided in one call sits nowhere near what was agreed in another. Action items get dropped, and when someone leaves, the knowledge leaves with them.

How it works

Join, record, follow through.

Notetaker does more than take notes. It follows through on what was decided in the call.

  1. Step 1

    Joins the call

    You connect your Outlook or Google calendar yourself. From then on, the agent joins your internal calls in Zoom, Google Meet or Microsoft Teams automatically, even when you're a guest. Calls with external parties you switch on per call. Prefer no bot on screen? Then a desktop app records on your own computer.

  2. Step 2

    Records decisions

    After the call, a report is ready in English or in the language of the meeting: decisions, agreements and action items, with who does what. Everything goes into LINK, from every call and every platform.

  3. Step 3

    Sets actions in motion

    Action items become to-dos with an owner and a deadline. A follow-up or quote is ready as a draft and the client file is updated. The agent proposes, you decide. We build the integrations with your CRM, quotes and client files.

What you get

What was decided, not just what was said.

No pile of transcripts. Per call: the decisions, the agreements and the action items, with who does what and when.

  • A report after every call, in English or in the language of the meeting.
  • Decisions, agreements and action items kept apart, so you can find them again.
  • From Zoom, Google Meet and Microsoft Teams in the same format.
Client call, first phase proposalExample
Microsoft Teams · as guest · report in English
Summary

The client wants to automate quote follow-up. One team first, then the rest of the company.

Decisions
  • The first phase starts with the sales team.
  • Quotes stay approved by the owner.
Agreements
  • Next call once the process map is done.
Action items
  • Send the quote for the first phaseYou · FridayTo your CRM
  • Follow-up email to the clientYou · todayDraft ready
  • Arrange API access to the CRMClient · next weekIn LINK
Made-up example. No client data.
LINK

Part of LINK.

For every client, we build LINK by WAMELINK to fit: one overview of sales, admin and the data from the tools you already use. Notetaker is part of LINK and adds your meetings to it. LINK is in the name WAMELINK, and connecting is what it does.Action items sit there with an owner, a deadline, a checkbox and a link to the call where they were decided. We connect accounting software like Exact Online, Xero or Moneybird; we don't rebuild it.We use it ourselves every day: that's how we know what was decided in which call.

More about LINK →

LINKExample
MeetingsFrom every callDecisionsAgreementsAction items
Send the quote for the first phaseYou·Friday·To the call
Share the planning with the project teamSanne·tomorrow·To the call
Get the contract signedYou·done·To the call
Outstanding invoicesTwo overdue
New inquiries
Sales
Made-up example. No client data.
After the meeting

The work starts after the call.

Standalone note-takers like Jamie or Fireflies give you a report. The agent passes it on to where your work happens, through our automation.

  • As a to-do in LINK

    Every action item sits in LINK with an owner, a deadline and a checkbox. We build that, so you don't need a separate task tool. Does your team already use Monday, Asana or Teamleader? Then we connect it too, if you like.

  • A follow-up or quote as a draft

    The agent listens in and prepares the email or quote based on what was agreed. You do the sending.

  • In your CRM and client file

    Decisions and agreements are added to the client record, with a link to the call. So later, everyone still knows why something was agreed.

We build those integrations to order, along the same route as all our automation work. See how that works →

Privacy

Recording, done properly.

This is how we set it up. No certification, but clear choices you'll find back in the data processing agreement.

  • The agent joins under a name you choose, usually ending in "Notetaker", like "Acme Notetaker", and is recognizable as AI. When it joins, it posts a message in the chat with a link to the privacy statement and how to stop it.
  • It only records calls you take part in yourself. Internal calls are on by default, calls with external parties off by default: you switch those on per call.
  • Recordings and transcripts are processed in the EU. We set the retention period: recordings are deleted after a short time.
  • An AI model writes the summary, and it doesn't train on your conversations. Which service that is and where it runs is in our privacy policy.
  • We don't use your conversations to train AI models. You get a data processing agreement from us.
  • No emotion, sentiment or performance analysis. The agent records decisions and agreements; it doesn't judge people.

Record openly. The agent announces itself, but you remain responsible for letting everyone know the call is being recorded. Especially when you record without a bot, because then there's nobody on screen to say so.

Pricing, indicative

Standalone, or connected to your systems.

Start with Notetaker. If you want action items to land in your CRM, quotes or client files too, we build the integrations.

  • Notetaker

    €29per user per month excl. VAT

    Included
    20 meeting hours per user per month
    Above that
    €1 per extra hour excl. VAT
    Term
    First month cancelable monthly, then it continues

    Reports with decisions, agreements and action items from every call, in LINK. Zoom, Google Meet and Microsoft Teams, even when you're a guest.

    Book a free call

  • Notetaker + integrations

    CustomNotetaker plus integrations with your CRM, quotes or client files

    First
    A free 30-minute call
    Process map
    €500 excl. VAT
    Build
    A fixed price for the agreed scope
    Managed service, optional
    From €149 per month excl. VAT

    We build the integrations along the same route as all our automation work. You know what it costs before anything gets built.

    See the process map

Prices are indicative. Notetaker is a subscription from the start: the first month is cancelable monthly, then it continues.

Frequently asked questions

About Notetaker.

You connect your Outlook or Google calendar yourself. From then on, the agent joins your internal calls automatically. Calls with external parties are off by default; you switch those on per call. If you want action items to land in your CRM, quotes or client files too, we build those integrations, starting with a free call and a process map.
Yes. The agent joins as a participant, so it doesn't matter who scheduled the call or which platform it's on: Zoom, Google Meet or Microsoft Teams.
No. By default, the agent joins as a participant. If you'd rather not, a desktop app records the call on your own computer, without a bot. In that case, let participants know yourself that you're recording.
Those usually only work when you're the host, and only inside their own platform. Notetaker records every call the same way, and everything goes into LINK.
What happens after the meeting. They give you a report. We put the action items in LINK, draft the follow-up or quote and update the client file, connected to your own systems.
The agent appears in the participant list under a name you choose, usually ending in "Notetaker", like "Acme Notetaker". It's recognizable as AI. When it joins, it posts a message in the chat with a link to the privacy statement and how to stop it. Also let participants know yourself that you're recording.
No, and that's not what it's for. The agent records decisions, agreements and action items. It does no emotion, sentiment or performance analysis.
Recordings and transcripts are processed in the EU region and the retention period is fixed. An AI model writes the summary, and it doesn't train on your conversations; we don't train models on your conversations either. You get a data processing agreement from us. As an organization, you remain responsible for informing participants.
Not where it matters. An email or quote is ready as a draft and only goes out after your approval. What may happen automatically, you agree in advance.
No. Action items sit as to-dos in LINK, with an owner, a deadline and a link to the call. If your team already uses Monday, Asana or Teamleader, we can connect it.
In English, or in the language of the meeting. If you use a lot of jargon, try it on your own calls: the first month is cancelable monthly.
First month cancelable monthly, then it continues.
The price includes 20 meeting hours per user per month. Above that, you pay €1 per extra hour excl. VAT.
Notetaker agent

Every call in one overview?

In a free 30-minute call, we look at which calls you want to record and where the action items should go. Integrations start with a process map of €500 excl. VAT.