> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Notetaker Setup

> The setup process for the notetaker to activate Meeting Intelligence across all investor conversations.

Meeting Intelligence helps founders prepare for and learn from every investor meeting via pre-meeting briefs and post-meeting feedback. To get consistent value from both, complete the below setup before your first call.

<Steps>
  <Step title="Connect Your Calendar">
    Go to **Settings → Meeting Intelligence → Configure Calendar** and connect your calendar. This syncs upcoming investor meetings into Meeting Intelligence, automatically turning on pre-meeting briefs and post-call feedback.

    Once connected, upcoming investor meetings will appear in the **Meeting Intelligence →** **Upcoming** view. On this view, you can also review pre-meeting briefs.
  </Step>

  <Step title="Step 2: Enable the Metal Notetaker">
    Under **Settings → Meeting Intelligence → Notetaker Integrations**, enable the Metal Notetaker and set it as your default. As part of this, you can also configure auto-recording for all investor-related meetings. You can manually adjust which meetings the notetaker joins at any time using the toggles in the **Meeting Intelligence →** **Upcoming** tab.

    From this same flow, you can also authorize Zoom by connecting it via OAuth.

    <Note>
      Starting March 2, 2026, Zoom requires all meeting bots to be authorized via Zoom OAuth. This ensures meetings are accessed only with your explicit permission.
    </Note>
  </Step>

  <Step title="Step 3: Record Meetings">
    If your calendar is connected and the Metal Notetaker is enabled, the notetaker will join when a meeting occurs (subject to host permissions), record the call, and generate a transcript. The meeting then appears in Meeting Intelligence as a completed call, and post-call analysis runs automatically.

    If the notetaker isn't configured, you can manually upload a transcript against any call to initiate the analysis — the output is identical either way. Accepted formats include **PDF, TXT and DOCX**.

    If a meeting isn't appearing from your calendar, you can add it manually: go to **Meeting Intelligence**, select **Add a Meeting**, and follow the three-step flow — select or create the meeting, link an investor, and attach the notetaker or upload a transcript.
  </Step>
</Steps>

Once set up is completed, Meeting Intelligence is automatically triggered across two ongoing workflows for every investor conversation:

<Columns cols={2}>
  <Column>
    <Card title="Pre-Meeting Brief" icon="phone-arrow-down" href="https://app.mintlify.com/metal-f0b44277/metal-f0b44277/editor/dev/~/07010684-235d-48e4-ba9b-b502104d3905" cta="Pre-Meeting Brief">
      A pre-call brief on upcoming investor meetings, laying out the most important points that may likely emerge in the upcoming meeting.\\
    </Card>
  </Column>

  <Column>
    <Card title="Post-Meeting Analysis" icon="phone-arrow-up" href="https://docs.metal.so/content/meeting-intelligence/post-meeting-analysis" cta="Post-Meeting Analysis">
      A post-call analysis featuring the most important signals from the discussion and a list of things that can be improved for subsequent calls.
    </Card>
  </Column>
</Columns>

The value of Meeting Intelligence compounds over time. Each brief makes the next call sharper and helps the platform improve the overall understanding of your Company and your round. Each analysis surfaces a specific improvement to carry forward.

Founders who review both consistently — before and after every meeting — develop a clearer picture of what's working in their pitch, which investors are genuinely engaged, and where the raise process needs to evolve.

***