Spiro Notetaker for Zoom

Spiro Notetaker for Zoom Meetings: A Comprehensive Guide

In today's fast-paced business environment, efficient meeting management and documentation are crucial for success. Spiro Notetaker is an innovative solution designed to enhance your Zoom meeting experience. By automatically joining scheduled Zoom meetings, transcribing conversations, and summarizing key points, Spiro Notetaker ensures that no critical information is lost. This tool is ideal for professionals who juggle multiple meetings and need a reliable way to capture and organize meeting outcomes. Whether you're in sales, customer success, or any team that relies on meeting insights to drive decisions, Spiro Notetaker is tailored to streamline your workflow and boost productivity.

Welcome to the Spiro Notetaker Guide, your one-stop resource for leveraging Spiro Notetaker within your Zoom meetings. This documentation is designed to assist our mutual customers in navigating through installation, usage, troubleshooting, and much more, ensuring a seamless and productive experience.


Spiro Notetaker integrates directly with your existing calendar system, including Gmail, Office365, and Exchange, to identify upcoming Zoom meetings. This sophisticated feature is automatically enabled for companies that have invested in Spiro Notetaker, requiring no manual installation. Simply ensure that your calendar is synced with Spiro, and you're all set to experience the next level of meeting productivity.


Activating Spiro Notetaker: Once your organization has Spiro Notetaker added to your Spiro account, it can be activated under Settings > My Connections. This enables Spiro Notetaker to automatically join Zoom meetings that meet two criteria:

  • The meeting is listed on your calendar with a Zoom link.
  • At least one participant is a contact within Spiro.

Post-Meeting Transcriptions and Summaries: Following the conclusion of your Zoom meeting, Spiro Notetaker diligently transcribes the conversation and generates a comprehensive summary. This information, along with the recorded video, is then meticulously organized into an activity within Spiro, linked to the relevant contacts and companies.


Should you decide that Spiro Notetaker's presence in your Zoom meetings is no longer needed, the process to disable this feature is straightforward. You can either contact our Customer Success team for assistance or navigate to Settings > My Connections in your Spiro account to toggle off the Spiro Notetaker feature, thus preventing it from joining future meetings.


Common Issues and Solutions:

  • Notetaker Did Not Join the Meeting: Ensure Spiro Notetaker is enabled in your settings, the meeting includes a Spiro contact, and the calendar event with the Zoom link was synced to Spiro.
  • Missing Meeting Activity in Spiro: It typically takes a few minutes for the Notetaker to process and create a meeting activity. However, if this has not occurred within an hour, please reach out to our support team at support@spiro.ai with the specific meeting URL for further assistance.

Frequently Asked Questions (FAQs)

  1. Why did the Spiro Notetaker not join my Zoom meeting?
    • Ensure Spiro Notetaker is enabled, the meeting has a Spiro contact, and the event with the Zoom link is synced to Spiro.
  2. What should I do if the Notetaker didn't create an activity with the meeting details in Spiro?
    • If it has been more than an hour, please notify our support team with the meeting URL.
  3. How do I enable the Spiro Notetaker for my Zoom meetings?
    • The feature can be purchased by your company and enabled in Settings > My Connections.
  4. Can I choose which Zoom meetings Spiro Notetaker joins?
    • Yes, the Notetaker requests to join meetings, and you can deny access if preferred.
  5. What happens to the transcription and recorded video after the meeting?
    • They are included as an activity associated with the contacts and company involved in the meeting.

Contact Support

For any additional queries or technical support, please don't hesitate to contact our dedicated support team at support@spiro.ai. While we do not have specified hours of operation for our support team, we are committed to providing timely and efficient assistance to address your concerns.