video1.0<iframe src="https://www.loom.com/embed/597922cc39194f399ee409df6e5d016f" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/597922cc39194f399ee409df6e5d016f-ad87128cc0eff91e.gif231.897This Loom explains how to set up and use Broker Plus Notetaker to join meetings and generate transcripts, summaries, and action items. Viewers can go to Calendar, then Notetaker to add a meeting link and name or enable auto join for Zoom, Roam, or Google Meets. The Loom shows example outputs including a time by time breakdown, action items, participant transcript, and a copyable link to the deal, plus notes that can automatically populate within applications or deals. It also notes that recording requires consent from the person being recorded, and demonstrates turning the note taker on or off for specific appointments and customizing which meetings it joins.