Endgame Notetaker

The Endgame Notetaker is only available to select organizations. To enable it for your team, contact support@endgame.io.

An Endgame staff member must activate the Endgame Notetaker for your organization. Coordinate with your Sales Representative to enable this feature. Once enabled, the Endgame Notetaker joins upcoming meetings that have a meeting link, are linked to an account in Salesforce, and include someone from your team who uses Endgame. We source team meeting data in a couple of ways:

email correspondence that is synced to Salesforce and related to a meeting
individual Google Calendar connections (if connected)
individual Outlook Calendar connections (if connected)

Each person connects their own calendar in Settings > You > Connections. The Notetaker will be very visible when joining your meeting, it generates a transcript of the meeting content. Once complete, Endgame will process that transcript data and associated it to an account making it available to Endgame chat responses.

Zoom

The host of the meeting can remove the Notetaker by navigating to the attendee menu and clicking remove. Please do not report the notetaker as malicious to your meeting operator when removing.

Zoom participants list with the More menu open for the Endgame Notetaker and Remove highlighted — To remove the Notetaker from a Zoom meeting, click More next to it in the participants list, then click Remove.

Microsoft Teams

When the Endgame Notetaker joins a Microsoft Teams meeting, it will appear in the meeting lobby and must be admitted by the host before it can record. Open the People panel, find the Notetaker in the lobby, and click Admit.

Teams Waiting in the lobby notice for the Endgame Notetaker with Deny and Admit buttons — When the Notetaker is waiting in the Teams lobby, click Admit to let it in.

To remove the Notetaker from a Teams meeting, open the People panel, hover over the Notetaker, click the … menu, and select Remove from meeting. Please do not report the notetaker as malicious when removing.