Quin 101
Quin 101: The Notetaker
Learn how Quin automatically joins your meetings and handles notes, follow-ups, and CRM updates after every call.
The Notetaker joins your virtual meetings and handles everything after: notes, transcripts, follow-up emails, and CRM updates. Once it's running, you can set it and forget it. In this video, Breena walks through how the Notetaker works and how to get it configured from day one.'What you'll learn:
- How the Notetaker joins your meetings automatically and what it does after the call ends
- How to configure which meetings Quin should join
- How to use recap guidelines to get notes and follow-ups formatted exactly how you want
- Where your notes and transcripts live after a meeting
- How to record in-person meetings through the app
