---
title: Notetaker | Knowledge Base
description: Notetaker
---

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1. [Knowledge Base](https://help.omegafp.com/)
2. [Notetaker](https://help.omegafp.com/notetaker)

# Notetaker

## What you get after a meeting

- [How do I edit a generated meeting summary?](https://help.omegafp.com/kb_base/how-do-i-edit-a-generated-meeting-summary)
- [What are meeting types, and why do they matter?](https://help.omegafp.com/kb_base/what-are-meeting-types-and-why-do-they-matter)
- [Can I change the sections in my meeting notes?](https://help.omegafp.com/kb_base/can-i-change-the-sections-in-my-meeting-notes)
- [How do I export a meeting?](https://help.omegafp.com/kb_base/how-do-i-export-a-meeting)
- [How do I teach the AI what I want in a summary?](https://help.omegafp.com/kb_base/how-do-i-teach-the-ai-what-i-want-in-a-summary)
- [How do I search or navigate the transcript?](https://help.omegafp.com/kb_base/how-do-i-search-or-navigate-the-transcript)
- [Can I ask questions about a meeting?](https://help.omegafp.com/kb_base/can-i-ask-questions-about-a-meeting)
- [How do CRM updates from a meeting work?](https://help.omegafp.com/kb_base/how-do-crm-updates-from-a-meeting-work)
- [How do I prepare for a meeting?](https://help.omegafp.com/kb_base/how-do-i-prepare-for-a-meeting)
- [How do I control notifications about recordings?](https://help.omegafp.com/kb_base/how-do-i-control-notifications-about-recordings)
- [Where do meeting notes appear after the meeting?](https://help.omegafp.com/kb_base/where-do-meeting-notes-appear-after-the-meeting)
- [What is call coaching?](https://help.omegafp.com/kb_base/what-is-call-coaching)
- [What is the meeting debrief?](https://help.omegafp.com/kb_base/what-is-the-meeting-debrief)
- [How do action items become tasks?](https://help.omegafp.com/kb_base/how-do-action-items-become-tasks)
- [How do I add my own notes during a meeting?](https://help.omegafp.com/kb_base/how-do-i-add-my-own-notes-during-a-meeting)
- [What language does transcription use?](https://help.omegafp.com/kb_base/what-language-does-transcription-use)
- [How do I send a follow-up email after the meeting?](https://help.omegafp.com/kb_base/how-do-i-send-a-follow-up-email-after-the-meeting)

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## Consent and compliance

- [How do I delete a recording or transcript?](https://help.omegafp.com/kb_base/how-do-i-delete-a-recording-or-transcript)
- [How do I get client consent for recording?](https://help.omegafp.com/kb_base/how-do-i-get-client-consent-for-recording)
- [What are capture tiers, and which should I use?](https://help.omegafp.com/kb_base/what-are-capture-tiers-and-which-should-i-use)
- [Do I need to tell clients they're being recorded?](https://help.omegafp.com/kb_base/do-i-need-to-tell-clients-they-re-being-recorded)
- [How long are recordings and transcripts kept?](https://help.omegafp.com/kb_base/how-long-are-recordings-and-transcripts-kept)

## Getting meetings recorded

- [How do I record a one-off meeting that isn't on my calendar?](https://help.omegafp.com/kb_base/how-do-i-record-a-one-off-meeting-that-isn-t-on-my-calendar)
- [How does the Notetaker capture a meeting?](https://help.omegafp.com/kb_base/how-does-the-notetaker-capture-a-meeting)
- [How do I change how the bot appears in the meeting?](https://help.omegafp.com/kb_base/how-do-i-change-how-the-bot-appears-in-the-meeting)
- [How do I have the Notetaker join a meeting automatically?](https://help.omegafp.com/kb_base/how-do-i-have-the-notetaker-join-a-meeting-automatically)
- [How do I record an in-person meeting?](https://help.omegafp.com/kb_base/how-do-i-record-an-in-person-meeting)
- [How do I upload a recording or transcript?](https://help.omegafp.com/kb_base/how-do-i-upload-a-recording-or-transcript)

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- [Getting started](https://help.omegafp.com/getting-started#main-content)

    - [Trial and activation](https://help.omegafp.com/getting-started#trial-and-activation)
    - [Account setup checklist](https://help.omegafp.com/getting-started#account-setup-checklist)
    - [First login](https://help.omegafp.com/getting-started#first-login)
- [Troubleshooting](https://help.omegafp.com/troubleshooting#main-content)

    - [Common problems](https://help.omegafp.com/troubleshooting#common-problems)
    - [First things to try](https://help.omegafp.com/troubleshooting#first-things-to-try)
    - [Reporting a problem](https://help.omegafp.com/troubleshooting#reporting-a-problem)
- [Integrations](https://help.omegafp.com/integrations)
- [Calendar & Scheduling](https://help.omegafp.com/calendar-scheduling#main-content)

    - [Connecting your calendar](https://help.omegafp.com/calendar-scheduling#connecting-your-calendar)
    - [The Scheduler](https://help.omegafp.com/calendar-scheduling#the-scheduler)
    - [Using the calendar](https://help.omegafp.com/calendar-scheduling#using-the-calendar)
- [Importing & Migrating Data](https://help.omegafp.com/importing-migrating-data#main-content)

    - [CSV and Excel import](https://help.omegafp.com/importing-migrating-data#csv-and-excel-import)
    - [Migration from another CRM](https://help.omegafp.com/importing-migrating-data#migration-from-another-crm)
- [Tasks & Workflows](https://help.omegafp.com/tasks-workflows#main-content)

    - [Multi-step tasks (workflows)](https://help.omegafp.com/tasks-workflows#multi-step-tasks-workflows)
    - [Tasks](https://help.omegafp.com/tasks-workflows#tasks)
    - [Templates](https://help.omegafp.com/tasks-workflows#templates)
- [Contacts & Client Records](https://help.omegafp.com/contacts-client-records#main-content)

    - [Households and relationships](https://help.omegafp.com/contacts-client-records#households-and-relationships)
    - [The client record](https://help.omegafp.com/contacts-client-records#the-client-record)
    - [Creating and editing](https://help.omegafp.com/contacts-client-records#creating-and-editing)
- [Email & Communication](https://help.omegafp.com/email-communication#main-content)

    - [Texting (SMS)](https://help.omegafp.com/email-communication#texting-sms)
    - [Sending email](https://help.omegafp.com/email-communication#sending-email)
    - [Organizing your inbox](https://help.omegafp.com/email-communication#organizing-your-inbox)
    - [Connecting your mailbox](https://help.omegafp.com/email-communication#connecting-your-mailbox)
    - [LinkedIn](https://help.omegafp.com/email-communication#linkedin)
- [Billing & Subscription](https://help.omegafp.com/billing-subscription#main-content)

    - [Billing your clients](https://help.omegafp.com/billing-subscription#billing-your-clients)
    - [Your OmegaFP subscription](https://help.omegafp.com/billing-subscription#your-omegafp-subscription)
- [Team & Permissions](https://help.omegafp.com/team-permissions)
- [Research & Analysis Chat](https://help.omegafp.com/research-analysis-chat)
- [Customization](https://help.omegafp.com/customization)
- [Support & Success](https://help.omegafp.com/support-success)
- [Compliance & Recordkeeping](https://help.omegafp.com/compliance-recordkeeping)
- [Client Portal](https://help.omegafp.com/client-portal#main-content)

    - [For clients — using the portal](https://help.omegafp.com/client-portal#for-clients-using-the-portal)
    - [For advisors — setting up the portal](https://help.omegafp.com/client-portal#for-advisors-setting-up-the-portal)
- [Pipelines & Opportunities](https://help.omegafp.com/pipelines-opportunities#main-content)

    - [Opportunities](https://help.omegafp.com/pipelines-opportunities#opportunities)
- [Notetaker](https://help.omegafp.com/notetaker#main-content)

    - [What you get after a meeting](https://help.omegafp.com/notetaker#what-you-get-after-a-meeting)
    - [Consent and compliance](https://help.omegafp.com/notetaker#consent-and-compliance)
    - [Getting meetings recorded](https://help.omegafp.com/notetaker#getting-meetings-recorded)
- [Security & Privacy](https://help.omegafp.com/security-privacy#main-content)

    - [Account security](https://help.omegafp.com/security-privacy#account-security)
    - [Platform security](https://help.omegafp.com/security-privacy#platform-security)
- [Automations](https://help.omegafp.com/automations)
- [Dashboard & Activity Reporting](https://help.omegafp.com/dashboard-activity-reporting)
- [Clips & Desktop Capture](https://help.omegafp.com/clips-desktop-capture#main-content)

    - [Clips — async video](https://help.omegafp.com/clips-desktop-capture#clips-async-video)
    - [Desktop Capture — the OmegaFP Notetaker app](https://help.omegafp.com/clips-desktop-capture#desktop-capture-the-omegafp-notetaker-app)
- [Search & Filters](https://help.omegafp.com/search-filters)
- [Glossary & Concepts](https://help.omegafp.com/glossary-concepts)
- [Documents](https://help.omegafp.com/documents#main-content)

    - [Working with documents](https://help.omegafp.com/documents#working-with-documents)
- [Virtual Assistant](https://help.omegafp.com/virtual-assistant#main-content)

    - [Basics](https://help.omegafp.com/virtual-assistant#basics)
    - [Oversight](https://help.omegafp.com/virtual-assistant#oversight)
    - [Routines — scheduled work](https://help.omegafp.com/virtual-assistant#routines-scheduled-work)
- [Data Export & Offboarding](https://help.omegafp.com/data-export-offboarding)
- [Notifications](https://help.omegafp.com/notifications)
- [Navigating Omega](https://help.omegafp.com/navigating-omega)
- [Omega Agents](https://help.omegafp.com/omega-agents)

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