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How-to

Capsure Notetaker

Sits on a calendar meeting and stays off until someone sends it. It joins the call and drafts notes.

Capsure Notetaker is off until someone on the meeting sends it. It joins the call as Capsure Notetaker and drafts notes when the call ends. Filing those notes onto a company, a deal, or a person is a separate step. It does not file itself, and it does not create a task.

  1. In the sidebar, click Workspace, then Calendar.
  2. Open the meeting.
  3. Click Send notetaker.