Skip to main content

​
Overview

Meetings lets you send the Shieldbase Notetaker into a live online meeting so it can capture, analyze, and summarize the conversation for you. You can join any existing call by providing its meeting link.
The Shieldbase Notetaker joins your live call as a participant. Pre-scheduling via calendar is not supported yet — join an existing call by providing its meeting link.

​
What the Notetaker Generates

After the meeting ends, the agent automatically processes the call and generates:

Audio Recording

Full recording available to replay and download

Summary

Summary with the key topics discussed

Action Items

Action items and key takeaways with owners and due dates when detectable

Attendees

List of who joined the call

Speaker Analytics

Who spoke, and roughly how much, as a percentage

Transcript

Full time-stamped transcript in the original meeting language

Translated Transcript

Translated transcript when translation is enabled

Email Recap

Recap that can be sent to specific recipients

​
How to Send the Shieldbase Notetaker into a Meeting

1

Create the Meeting

Click New Meeting to configure the Shieldbase Notetaker.
2

Add a Title

Enter a clear and descriptive title that will be used to label the recording, summary, and recap emails.
3

Paste the Meeting URL

Paste the meeting URL for the Shieldbase Notetaker to join the live call (e.g., Microsoft Teams, Zoom, Google Meet). Ensure this is the full URL that participants use to join the meeting.
4

Choose Translation (optional)

Choose whether to translate into a different language. If enabled, the system will produce both the original transcript and a translated transcript.
5

Specify Recap Recipients

Specify the email(s) to send the meeting recap to. These addresses will receive the summary, key topics, attendees, and meeting summary.
6

Create Meeting

Click Create Meeting to send the agent. Make sure to admit the agent inside the meeting, as it will join the call as a participant.
7

Conduct Your Meeting

Conduct your meeting. The agent will capture audio, speakers, and content in the background.
8

Review the Results

Once the meeting ends and processing is complete, you will see the audio recording, summary, action items, attendees and speaker analytics, transcript, translation (if enabled), and recap delivery to the emails you specified.

​
Meeting Outputs in Detail

A recording of the meeting that can be replayed and downloaded.
A summary with the key topics discussed during the meeting.
Key takeaways of concrete follow-ups, owners (if detectable), and due dates (if mentioned), along with overall decisions and next steps.
The list of attendees, plus speaker analytics showing who spoke how much in percentage.
Time-stamped text of the conversation in the original meeting language.
The full translated transcript (if translation was enabled) in the target language selected.
The recap is sent to the emails you specified.

​
Pro Tips

Use clear, descriptive titles: Give each meeting a specific title that includes topic and audience (e.g., “Customer X – Quarterly Business Review – May 2026”) so recordings and summaries are easy to search and recognize later.
Verify the meeting URL before sending the agent: Always double-check that the URL is a joinable link for participants. Incorrect URLs will prevent the Shieldbase Notetaker from joining.
Inform participants about recording and the notetaker: At the start of the call, briefly mention that a bot is present to record and summarize the meeting. This builds trust and helps with legal and compliance expectations.
Choose translation only when needed: Turn on translation when attendees or stakeholders need the content in another language. This reduces processing overhead and keeps your workspace tidy when translation isn’t necessary.
Speak clearly and avoid heavy crosstalk: Better audio quality and fewer overlapping voices lead to more accurate transcripts and reliable capture of who said how much — higher-quality summaries and action items.
Use names when assigning actions: When you describe next steps, say them explicitly (e.g., “Alex will send the proposal by Friday”) so the system can more accurately detect action items and potential owners.
Send or re-send recaps to stakeholders: Keep absent stakeholders up to date, confirm decisions and responsibilities in writing, and share the translated transcript with multilingual teams.