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Meetings

Joins the call. Writes it up. Follows through.

A notetaker that already knows the deal. It walks into the call with the lead's history, tells everyone it is recording, writes down who said what, then hands you the notes, the follow-up in your words and the next step, ready to book.

Book a callWatch it run
Meet + TeamsKnows the dealAnyone can stop it

Watch one call become a booked next step.

  1. Fifteen minutes before, the brief: what Dana asked in her Instagram DMs and on the booking form.
  2. Just before the start it asks to join as Settr Notetaker, and Settr pings Mike that it is waiting.
  3. One click and it is in. It says in the chat that it is recording, and how to stop it.
  4. Dana and Sam join. The transcript fills in live, with names.
  5. It writes down who said what, as they say it.
  6. Mike quotes the job.
  7. It catches the price and writes it into the notes.
  8. Dana asks for two things.
  9. Two action items, each with an owner.
  10. Anyone on the call can pause it, guests included. It stops and says so.
  11. And start it again. Nothing in between is recorded.
  12. The next step gets agreed.
  13. The visit goes into the notes as the next step.
  14. The call ends and the notes land. Showed is set on the booking for you.
  15. The follow-up, drafted in Mike's words, on Instagram where Dana first messaged.
  16. He reads it and sends it. Nothing goes to Dana without him.
  17. He approves the visit. It lands on his calendar and GoHighLevel moves to Met.
  18. Chat line on joining: Hi, I'm Settr Notetaker. I'm recording and taking notes for Mike. Type @Settr pause or @Settr stop at any time.
  19. Admitted by Mike. Recording line posted in the chat, 1:58.
  20. Mike Torres, 0:14: Hi Dana, thanks for making the time. Sam is on too, he does our measuring.
  21. Dana Whitfield, 0:31: Great. We want a full replacement, ideally before the snow. Is metal really worth it?
  22. Mike Torres, 2:48: For your square footage, metal runs about 24 to 28 thousand. Shingle is closer to 14.
  23. Dana Whitfield, 4:05: Can you send both options in writing? And could someone come Thursday morning to measure?
  24. Paused by Dana from the chat, 6:02.
  25. Resumed by Dana. Nothing in between was recorded, 8:40.
  26. Mike Torres, 11:20: Thursday at 10 works. I'll text you both options tonight.
  27. Call ended. Notes ready, 38:12.
  28. Follow-up drafted on Instagram: Hey Dana, great talking today. Like I said, metal runs 24 to 28k and shingle about 14k for your roof. I'll text both options in writing tonight. Sam will see you Thursday at 10 to measure.
1 clickto let it in. Settr tells you the moment it is waiting
1 linein the chat when it joins: it is recording, and how to stop it
0meetings it goes to that you did not book or send it to
3 hoursthe longest it stays on one call

Before, during, after

It covers the whole call, not just the middle.

  1. Before the call15 min before

    It reads up on the lead.

    • A brief from their DMs, texts and emails, their booking answers and what the appointment setter promised.
    • What they asked last time, and any price already mentioned.
    • Just before the start it asks to join, and Settr tells you it is waiting.

  2. On the callLive

    It sits in, and says so.

    • One line in the chat: it is recording, and how to stop it.
    • Anyone on the call can type @Settr pause, resume or stop.
    • A transcript with names fills in live in your dashboard.
    • Its microphone stays off. It listens and writes.

  3. After the callWhen it leaves

    It does the follow-through.

    • Notes: the summary, decisions, action items with owners, objections and the price quoted.
    • Showed or no-show set on the booking for you.
    • The follow-up drafted in your words, on the lead's own channel.
    • The next step ready to book, and GoHighLevel moved to Met.
    • The appointment setter remembers what was said.

Why it is different

Other notetakers start when the call does.

They write the call down and stop at a summary. This one booked the call, so it walks in knowing the deal and walks out with the work done.

What it doesOther notetakersSettr Meetings

Before the call

Nothing. It meets the lead when you do.

A brief from the lead's messages and booking answers, 15 minutes before.

Which meetings

Often every meeting on your calendar, by default.

Only calls booked through Settr and links you send it, and only once someone lets it in.

On the call

A name on a tile.

Says in the chat that it is recording. Anyone can pause it or send it away.

After the call

A summary, and maybe a draft email.

Showed marked, the follow-up in your words on the lead's channel, the next step ready to book, the CRM moved.

Where it lives

In another app, apart from the deal.

On the lead's timeline with their DMs, texts, emails and calls. The appointment setter remembers it.

How it works

Switch it on once. Let it in on each call.

  1. 1

    Connect your calendar

    Already done if you use Calendar. Google Calendar or Outlook, one or several.

  2. 2

    Book calls as you do now

    Calls booked through Settr with a Google Meet or Teams link get the notetaker. Switch it off for any one meeting, or paste a link to send it to any other call.

  3. 3

    Read the brief

    Fifteen minutes before, the brief lands: who they are, where they came from, what they asked in their messages and on the booking form, and what was promised.

  4. 4

    Let it in

    Just before the start it asks to join as Settr Notetaker. Settr tells you it is waiting, and you admit it in Google Meet or from the Teams lobby with one click.

  5. 5

    It sits in

    Its first line in the chat says it is recording and how to stop it. The transcript fills in live in your dashboard, and anyone on the call can pause it or send it away.

  6. 6

    It hands you the follow-through

    Notes, action items and the price quoted. Showed marked on the booking. The follow-up drafted in your words, and the next step ready to book when you approve it.

What it does

Everything in Meetings.

Goes to the calls you book

Google Meet and Teams calls booked through Settr, plus any call you send it a link to. Switch it off for any single meeting.

Walks in knowing the lead

A brief before every call: their DMs, texts and emails, their booking answers, what they asked last time and what was promised.

Says it is recording

It joins as Settr Notetaker, its tile shows the Settr mark, and its first line in the chat says it is recording and how to stop it.

Anyone can stop it

Anyone on the call can type @Settr pause, @Settr resume or @Settr stop. It does it straight away and says so in the chat.

Who said what

A live transcript with names and times. Rename a speaker once and every line follows. Click a line and the recording plays from there.

Notes when it leaves

A summary, the decisions, action items with owners, the objections, the price you quoted and the next step. Edit any of it.

The follow-up, in your words

Drafted the way you write, on the channel the lead used to reach you. Read it, change it, send it.

Books the next step

When a call or a visit is agreed, it is ready to book on your open times. Approve it and it lands on your calendar.

One record per lead

The call joins their DMs, texts, emails and phone calls on one timeline, and the appointment setter remembers what was said.

Questions

Questions about Meetings

Do people on the call know it is recording?

Yes. It joins under the name Settr Notetaker, its tile shows the Settr mark, and its first line in the meeting chat says it is recording and how to stop it. Your invites and booking confirmations carry a line about it too.

Can a guest stop it?

Yes. Anyone on the call can type @Settr pause to stop recording, @Settr resume to start again, or @Settr stop to send it away. It does it at once and confirms in the chat. Nothing said while it is paused is recorded.

Does it need admitting?

Yes, one click. It asks to join as Settr Notetaker, and Settr sends you a notification the moment it is waiting. In Google Meet you click Admit; in Teams you let it in from the lobby. If nobody lets it in within 15 minutes, it leaves and the meeting shows why.

Which platforms does it work with?

Google Meet and Microsoft Teams. Zoom is coming soon.

Does it work with my calendar?

Yes. It works from Settr's calendar, which syncs with Google Calendar and Outlook. Every call booked through Settr with a Meet or Teams link gets it, you can switch it off for any single meeting, and for a call booked anywhere else you paste the link.

Will it go to meetings on its own?

No. It only goes to calls booked through Settr and links you send it, and even then it waits for someone on the call to let it in.

Does anything go to the lead without me?

No. The follow-up stays a draft until you send it, and the next step is booked only when you approve it.

Where do recordings go, and for how long?

They are kept for the number of days you set, 90 by default, or not at all if you only want transcripts. You can delete any meeting at any time. Your meetings train nothing, and it never stores voiceprints.

Does it talk on the call?

No. Its microphone stays off. It listens, writes and posts its one line in the chat.

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