AI meeting notetaker:
what to check first.
Joins your meetings, records and transcribes them, and sends out a summary.
What it usually asks to connect to
- Google Workspace: View calendars
- Google Workspace: Full Google Calendar access
- Google Workspace: Only files you pick or it creates
- Google Workspace: Full Google Drive access
- Google Workspace: Send email as you
- Microsoft 365 (Microsoft Graph): Full access to your calendar (Calendars.ReadWrite, delegated)
- Microsoft 365 (Microsoft Graph): Full access to your own files (Files.ReadWrite, delegated)
- Microsoft 365 (Microsoft Graph): Read and write your Teams chats (Chat.ReadWrite, delegated)
- Microsoft 365 (Microsoft Graph): Post in Teams channels as you (ChannelMessage.Send, delegated)
- Microsoft 365 (Microsoft Graph): Keep access while you are away (offline_access)
- Slack: Send messages
- Slack: Post in any public channel
- HubSpot: Create, change, and delete deals
What to watch for
- Calendar access lets it join meetings on its own, including private ones. In some places, everyone on a call must agree to be recorded.
- Summaries can be emailed or posted to people who were not in the meeting. Private talk can reach the wrong inbox.
- Permission to post in any public channel means notes can land where your whole team sees them.
- Full file access lets it read and change every file you have, not just save notes.
Ask the company selling it
- Does it join every meeting by default, or only the ones I pick?
- Who gets the summary? Can it send to people outside my company?
- Where are recordings stored, for how long, and who on your side can listen?
- Does it tell others on the call that it is recording?
- Why does it need full file access instead of only its own folder?
Set it up safer
- Set it to join only meetings you add it to.
- Send summaries to you first. Share them yourself.
- Limit file access to the files it creates.
Tests worth asking for
Before you rely on it, ask the seller, or a tester you hire, to show you how it handles situations like these:
- Put a private meeting on your calendar and see if it joins.
- In a test meeting, mention a salary, then check where the summary went.
- Invite an outside guest and see if they get the full notes, including internal side comments.
Thinking about a specific agent?
Tell us what it connects to, what it is allowed to do and who approves its work. You get a plain-language label of what it can touch and what to ask the seller. It takes a couple of minutes, and your answers stay in your browser unless you choose to post a test job.
Or have a person go through the AI apps on up to 3 of your business services with you and get a written report, for $249.
This page explains what a permission allows. It does not describe, test or rate any product. Permission details are summarized in our own words from the provider's documentation, linked on the page; providers change their documentation, so check the source before you rely on a detail.