Using the AI Notetaker in SUMO Scheduler 

The AI Notetaker (Available in v23.7)  in SUMO Scheduler automatically joins your meetings, records discussions, generates summaries, and provides transcriptions. Once assigned a license, you can configure its settings and access meeting recaps directly in Salesforce.

Note: Requires SUMO Package 23.7 or Higher and a Notetaker Assistant or Assistant Suite License. 

Configuring AI Notetaker Settings

1. Navigate to SUMO User Settings

   • Locate the AI Notetaker section.

2. Choose Meeting Preferences

   • Only SUMO-Created Meetings – The Notetaker joins only meetings scheduled via SUMO.

   • All Meetings on My Calendar – The Notetaker joins every meeting on your calendar.

3. Set Recap Delivery Preferences

   • Select whether the recap should be sent to:

     • Host Only

     • All Participants

     • Both

4. Save Your Settings

   • Click Save to apply your preferences.

Manually Adding the AI Notetaker to a Meeting

If you want the Notetaker to join a meeting that wasn’t originally scheduled with SUMO or if you initially opted out, follow these steps:

1. In the AI Notetaker section of SUMO User Settings, find “Add AI Notetaker to a Live Meeting.”

2. Paste the meeting link into the provided field.

3. Click Add Notetaker—the AI will join the meeting and begin recording within a minute or two.

Accessing Meeting Notes & Recordings

After the Notetaker joins a meeting, you can view the recap details in Salesforce:

1. Add the Notetaker Related List to the SUMO Additional Info Object

   • Go to SUMO Additional Info Page Layout.

   • Add the Notetakers Related List to your layout.

2. View Meeting Data
   The related list includes:

   • Meeting Recording – Watch or listen to the full meeting.

   • Tasks – Review action items generated from the discussion.

   • Summary – Read the AI-generated meeting recap.

   • Transcription – Access the full text transcript.

Need Help?

If you encounter any issues with the AI Notetaker, contact SUMO Support at support@sumoscheduler.com or in the chat.