Schedule meeting note taker

Schedule meeting note taker prepares DOE to capture a future meeting. Use it when a meeting has a link and should produce a Timeline meeting-note record.

Where it sits in DOE: Timeline > meeting note-taker button.

Image guide: the top block can search approved Google Calendar events when Calendar is connected. When it is not connected, DOE explains that Google Calendar must be connected in Settings -> Integrations before provider events can be searched.

Calendar Event Block

Component	What it does	Notes
Use a Google Calendar event	Lets users search calendars approved for this workspace.	Available after Google Calendar connection and setup.
Search Google Calendar	Searches by meeting title, participant, or keyword.	Blank searches are not sent.
Change event	Reopens search while keeping the current draft available.	Use when the wrong provider event was selected.
Clear	Removes the Calendar selection and returns to manual entry.	Use when you want to type the meeting details yourself.
Setup or reconnect message	Explains why provider event search cannot run.	Follow it from Settings > Integrations.

Calendar connection is helpful, but users can still enter meeting details manually when the workflow allows it.

Meeting Details

Schedule meeting note taker participants and stakeholders

Image guide: the lower form includes meeting purpose, meeting link, date, time, title, participants, and stakeholders. Schedule stays disabled until required fields are complete.

Field or control	What it does	Notes
Purpose	Chooses why the meeting is being scheduled, such as Account.	Helps DOE map the meeting to the right workflow context.
Paste meeting link	Stores the meeting URL for the note taker.	Required.
Date	Sets the meeting date.	Required.
Time	Sets the meeting time.	Required.
Paste meeting title	Names the meeting.	Required.
Participants	Adds meeting participants.	Use for attendees or known participants.
Stakeholders	Links external stakeholders to the meeting.	Helps the later Timeline card and account/deal context.
Cancel	Closes the dialog without scheduling.	Use when the note taker should not be scheduled.
Schedule	Schedules the note-taker workflow.	Disabled until the required fields are complete.
Footer message	Shows guidance such as Complete required fields.	Check this first when Schedule is disabled.

Suggested Workflow

In Settings > Integrations, connect Google Calendar, choose the calendars this workspace may use, and save setup.
Click the meeting note-taker button in Timeline or the Events area of an account.
Search by title, participant, or keyword and choose the correct event.
Review the prefilled time, meeting link, title, purpose, participants, and suggested stakeholders.
Use Change event if you picked the wrong result, or Clear to return to manual entry.
Click Schedule when the required details are complete.
Check Timeline after scheduling and again after the meeting completes.

Troubleshooting

Symptom	What it usually means	What to do
Google Calendar is not connected	Calendar provider search cannot run.	Connect Google Calendar in Settings -> Integrations.
Continue setup is shown	Connection succeeded, but calendars or scheduling choices are not saved.	Finish setup before searching.
A result cannot be selected	It is already linked, or it has no usable time or meeting link.	Choose another result or use manual entry.
Schedule disabled	Required meeting details are missing.	Complete fields marked with an asterisk.
Meeting does not appear	Date range, account, people, or visibility filters may hide it.	Check Future or All Time and clear filters.
Meeting notes are missing	The meeting may not have completed or note taker may not run.	Check meeting status and note-taker setup.
Wrong people on the meeting	Participants or stakeholders were not selected correctly.	Edit the event or schedule a corrected workflow.