Turn meetings into insights with Affinity Notetaker

Capture every insight automatically and turn meetings into actionable, searchable knowledge with Affinity Notetaker. In just one minute, learn how to leverage Affinity Notetaker.

What you’ll learn:

  • How to set up and customize Affinity Notetaker, invite it to Zoom, Teams, and Google Meet, and enable auto-join for selected or all meetings
  • How Notetaker captures notes and full transcripts during calls so you can stay present, plus naming and etiquette best practices when it joins
  • How post‑meeting notes are delivered and linked to CRM, and where to find them on the Affinity profile timeline, notes tab, and transcript viewer

Continue learning about Notetaker:

How to set up and use Affinity Notetaker

Troubleshooting for Affinity Notetaker