Setting Up the Notetaker

The notetaker is set up during onboarding, but every setting is also available later from your settings.

Connect your calendar

The notetaker needs to see your calendar to know which meetings to join.

Google Calendar

1. Go through onboarding or open Profile settings → Integrations.
2. Click Google Calendar.
3. In Google's consent screen, authorize MainBranch to read your calendar.
4. You'll be returned to MainBranch and your upcoming meetings will start syncing.

Outlook Calendar (Microsoft 365)

1. Same as above, but click Outlook Calendar.
2. Authorize MainBranch in the Microsoft consent screen.
3. Upcoming meetings start syncing.

MainBranch only reads your calendar — it never modifies or deletes events.

Customize the notetaker

In your meeting settings you can configure:

Notetaker name

The bot appears in meetings under this name. The default is MainBranch Notetaker. Pick something your team will recognize.

Which meetings to record

• All meetings — The notetaker joins every meeting on your calendar with a video link.
• When invited — Only joins meetings you didn't organize.
• Organized by me — Only joins meetings you created.

You can override this per-meeting from the Upcoming list.

Who receives email summaries

After every meeting an email summary can be sent automatically. Choose:

• All participants — Every attendee receives the summary email.
• Participants from this organization — Only your workspace teammates.
• Just me — Only you.

Changing settings later

You can change any of these from Profile settings → Meetings. Updates take effect immediately for future meetings.

Disconnecting

To stop the notetaker from joining future meetings, disconnect your calendar from Profile settings → Integrations. Existing recordings and transcripts are not affected.

See also

• Recording Live Meetings — what happens when the bot joins.
• Uploading Recordings — if you'd rather upload a file.
• Privacy considerations — what's recorded and stored.