The Verinode Notetaker

What the Verinode Notetaker is

Most of what actually gets said on a job never reaches a document. The Verinode Notetaker is built for exactly that: a bot that joins Zoom, Google Meet, Microsoft Teams, or Webex on your behalf, captures the conversation, and turns it into job updates and decisions without anyone typing a recap afterward. It is one of the direct, provider-level connections on the Integrations hub, alongside QuickBooks Online, Microsoft 365, Gmail, and the two calendar connections.

It is meant for the meetings you do not already record. If you already run Otter, Fireflies, Fathom, or another notetaker, keep using it, see how forwarding an existing notetaker works below. The Notetaker is not a reason to start recording every call; it fills the specific gap of meetings that currently leave no trace at all.

Where to find it

Open Connect from the sidebar at iq.verinode.ai/connect. Open the Other sources tab and then the Integrations hub, which shows a grid of provider tiles. Verinode Notetaker is one of them, with the tagline "Zoom, Meet, Teams, Webex" under its logo.

Tiles sort connected and available providers to the top, then anything still coming soon, so once the Notetaker is turned on for your account it sits near the front of the grid rather than buried at the end.

The tile

The Verinode Notetaker tile is built differently from every other tile on the page, on purpose. Every other provider is a personal login: you connect it, a green Connected badge appears in the corner, and a Manage link lets you disconnect it later. The Notetaker has none of that, because it is not something one person connects. It is a capability Verinode turns on for the whole account, not a per-user OAuth link, so there is nothing to individually sign in to and nothing to disconnect per person.

Because of that, the tile's call-to-action reads differently too:

• Available (in green, highlighted border) once the capability is switched on for your account.
• Coming soon (in muted gray) if it is not yet switched on. Clicking the tile still opens the wizard described below, which explains why and hands you the forwarding path instead, rather than showing you a dead button.

There is no numeric count on this tile and no "last synced" line, because there is no single connection to measure. The tile is telling you whether the capability exists for your account, not tracking usage.

Inside the wizard

Clicking the tile opens the same explainer whether the capability is available or not:

"IQ sits in your meeting. Paste a Zoom, Google Meet, Teams, or Webex link and IQ joins the call, listens, and turns what was said into job updates, the follow-ups people promised, and a running summary on each job. It joins visibly, so the room always knows it is there. We read only the meetings you send it to, never your wider account."

Below that, a How it works box:

"Send IQ to a meeting and the transcript flows in automatically. Already use Otter, Fireflies, Fathom, or another notetaker? Keep it. Forward its transcript and it comes in the same way. This is for the meetings you do not already capture, not a reason to record everything."

And a line on consent:

"The bot joins under a name everyone in the meeting can see. You decide which meetings it joins, and you own the consent decision for your jurisdiction. Recordings are encrypted, never sold to carriers, and the full detail is in our Data Use Policy."

That last line links out to Verinode's Data Use Policy, which covers exactly what is read, how it is encrypted, how long it is kept, and how to revoke access.

Available

When the capability is on, the wizard shows a Meeting link field with a Send IQ to this meeting button beside it. Paste the Zoom, Google Meet, Teams, or Webex link for the call and press it; the Notetaker joins that meeting, and the transcript flows in on its own once the call ends. There is no separate connect step and no per-user setting to configure.

The name the room sees is Verinode Notetaker, the same name you see on the tile, and the wizard states it right there rather than leaving you to find out during the call. That is not a naming shortcut. The string in the participant list has one job, and its audience is not you: it has to let a homeowner or an adjuster who has never heard of us answer "who is recording me?" A product or persona name would tell them nothing they could act on, whereas a company name is something they can look up in ten seconds. That is why the feature carries the same name rather than the other way around.

Not switched on yet

When live-meeting capture is not enabled, the wizard shows a disabled Send IQ to this meeting button and says so plainly, along with why: joining live calls means handing meeting audio to an outside recording service, and Verinode does not switch that on until the agreement covering it is signed. That is deliberately framed as something Verinode owes you rather than something you can enable, because you cannot: there is no setting on your side that opens it.

What the wizard does hand you instead is the path that is open today, with your forwarding address printed underneath: set the notetaker or cloud recording you already run to email its finished transcript there, and each call turns into job updates, follow-ups, and a running summary in exactly the same way. See Recorders and notetakers that work with Verinode for the full list and the one setting each needs.

The consent posture

Handing a meeting bot access to your calls carries real trust weight, and Verinode's answer to that is visibility, not a policy document nobody reads. The Notetaker joins under a name every participant can see, "Verinode Notetaker joined" shows in the meeting the same way any other guest's arrival would. That is a deliberate design choice: a silently recording tool has no such moment, and a visibly joining one gives everyone on the call the chance to object, ask a question, or simply know it is there before a word is captured.

Verinode does not make the legal call for you. Consent laws for recording a call vary by jurisdiction, some require only one party (you) to agree, others require every participant to agree before the call starts. Owning that decision, for every meeting, for your own jurisdiction, is yours. Verinode's part is limited to making the bot's presence honest and visible rather than hidden.

How this differs from forwarding an existing notetaker

Verinode supports two separate ways a meeting turns into a transcript, and they solve different problems:

| | Verinode Notetaker | Forwarding an existing notetaker | |---|---|---| | Who joins the call | The Verinode Notetaker bot itself, visibly, as a participant | Whatever tool you already run (Otter, Fireflies, Granola, Fathom, Zoom cloud recording); Verinode never joins | | Setup | Nothing to configure beyond having the capability switched on | Point that tool's transcript email at your Verinode inbound address, once | | Best for | Meetings nobody is currently capturing at all | Meetings you already record with a tool you like | | How it arrives | The bot's own recording and transcript | An email forward, processed the same way any forwarded document is |

If you already have a notetaker running, there is no reason to add the Verinode Notetaker to the same call: forwarding that tool's transcript email gets you the identical outcome, job updates, follow-ups, and a running summary on the right job, without a second bot on the line. The two paths are meant to be complementary, not stacked: pick whichever one already covers a given meeting. See Capturing calls and meetings (Voice) for the full walkthrough of the forwarding path, including how to point Otter, Fireflies, Granola, Fathom, or a Zoom cloud recording at your Verinode address.

1. 1Open Connect from the sidebar and click the Integrations card.
2. 2Find the Verinode Notetaker tile and open it.
3. 3If it is switched on, paste the meeting link for any call you do not already record into the Meeting link field and press Send IQ to this meeting. It joins visibly as Verinode Notetaker, and the transcript flows in on its own once the call ends.
4. 4If it reads Coming soon, use the forwarding path instead: set up your Verinode inbound address on the Email tab of Connect, then point your existing notetaker's transcript email at it. See Capturing calls and meetings (Voice).
5. 5Either way, check the resulting job update or follow-up on the relevant job page once the call has been processed.

What it produces

Once a meeting is captured, whether by the Notetaker joining directly or by a forwarded transcript, it goes through the same pipeline as any other Voice capture: transcription, then matching to the right job, vendor, or carrier, then job updates, flagged follow-ups, and a running summary you can find on the job it applies to. Nothing about how the transcript reached Verinode changes what happens to it afterward. See The Feed for where those updates and follow-ups surface, and The decision workspace for what happens when one of them needs a decision.

Best-practice example

An operator wraps a 15-minute walk-through with a homeowner and a subcontractor on Google Meet, a call nobody was planning to write up. Because the Verinode Notetaker is available on their account, they paste the meeting link into the Notetaker card before it starts; it joins visibly as "Verinode Notetaker," and everyone can see it is there. Twenty minutes after the call ends, the transcript has been matched to the job, and a follow-up appears on the Feed: the subcontractor's verbal commitment to a materials delivery date, something that would otherwise have lived only in someone's memory. For the operator's recurring Monday call with their adjuster, which already gets recorded by their existing Fireflies subscription, they do nothing different at all, that transcript keeps arriving the same way it always has, forwarded straight to their Verinode address.

Related reading

• The Integrations hub
• Capturing calls and meetings (Voice)
• Adding a tool to your stack
• Forwarding documents
• Connecting your data
• The Feed
• The decision workspace

Data sources