Set notetaker coverage rules once, stop toggling it per meeting

Manually deciding per-meeting whether the notetaker should join doesn't scale, and it always misses the meeting that mattered. This configures auto-join rules by meeting type, host seniority, deal stage, and account tier, once.

Salesmeeting-notetakerB2BSaaSStandard3 steps3 outputs

Meeting Type Inventory Notetaker Config Dashboard

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What it does

Configures which meetings the Blu notetaker auto-joins based on meeting type, host seniority, deal stage, and account tier, replacing per-meeting toggles with standing rules.

You get

an automated notetaker coverage policy

How it works

Review your meeting types

list_meeting_types

Every meeting type with its duration, current auto-join setting, and how many meetings it held in the last 90 days.

Produces:Meeting Type Inventory

Set the auto-join rules

configure_notetaker_autojoin

On for discovery, demo, proposal, close, renewal and customer success calls. Off for internal syncs, 1:1s, standups and interviews. Always on for deals over $50K, always off if an attendee has opted out.

Produces:Notetaker Config

Track coverage and failures

Build Dashboard

Share of meetings the notetaker attended by type and by rep, failed joins, and how often hosts had to add it by hand.

Produces:Dashboard

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