What it does
Use when a user mentions "notetaker coverage", "notetaker autojoin setup", "configure meeting bot", or asks for related help. Configure which meetings the Blu notetaker auto-joins — by meeting type, host seniority, deal stage, and account tier. Set the rules once, get consistent coverage without per-meeting toggles.
You get
meeting_type_inventory
Meeting Type Inventory produced by this recipe.
notetaker_config
Notetaker Config produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Audit Current Meeting Types
list_meeting_typesList all configured meeting types in the project. For each, surface: name, default duration, current notetaker auto-join setting, and meetings-per-month count over the last 90 days. This is the baseline for designing coverage rules — types with high volume and high revenue impact (demo, discovery, close, renewal) should have autojoin on; types with low strategic value (internal sync, recurring 1:1) likely shouldn
Configure Autojoin Rules
configure_notetaker_autojoinConfigure notetaker autojoin rules based on the meeting-type audit. Default policy: ON for Discovery, Demo, Proposal, Close, Renewal, and Customer Success calls; OFF for Internal Sync, 1:1, Recurring Standup, Interview. Layer on overrides: ON for any meeting linked to a deal with value > $50K regardless of type; OFF if any attendee has notetaker-opt-out flag. Hosts can manually override per-meeting via add_blu_to_live_meeting or the meeting record toggle.
Build Coverage Dashboard
Build DashboardCompose a notetaker coverage dashboard: % of meetings with notetaker present (target: 80%+ for revenue-impacting types), coverage broken down by meeting type and rep, failed-join count (notetaker invited but didn
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