Articles on: Your profile

Meeting settings

Your meeting settings control how the Katalyz notetaker behaves when you have calls — whether it joins, what it's named, and how transcripts get summarized.


⚠️ Katalyz Recording is included in the Premium plan. These settings are available only if your workspace is on Premium — see [Switching plans](→ 07-plans-billing/01-plans/03-switching-plans).


Access meeting settings


Go to Settings → Meetings.


Fields


Notetaker name

The name the bot uses when it joins calls. Buyers see this name in the participant list — pick something that makes it obvious this is your note-taker, not a person.


Good examples:

  • "Charles' Notetaker"
  • "Sarah (AI Assistant)"
  • "Katalyz AI — Acme Deal"


Avoid generic names like "Bot" that buyers might find confusing or off-putting.


Auto-record meetings

How aggressively the bot joins calls on your calendar:


  • Always — joins every meeting on your calendar automatically. Best for teams where everyone opts in consistently.
  • Never — you invite the bot manually, meeting by meeting.
  • Ask me every time — you get a prompt before each meeting to decide.


Default recommendation: start with "Ask me every time" for a week to see which meetings are worth recording, then move to "Always" once you've calibrated.


Summary instructions

Custom instructions for how Katalyz summarizes your meeting transcripts. Optional — if blank, a default summary is generated.


Examples of useful custom instructions:

  • "Focus on action items, next steps, and pricing discussions. Ignore pleasantries."
  • "Extract any technical requirements or objections the buyer mentions."
  • "Summarize for my manager — highlight risks and decisions, less detail on small talk."


These instructions apply to all your meeting summaries unless overridden per-meeting.


Meeting bot etiquette


When the notetaker joins a call, it's visible in the participant list with the name you chose. Best practices:


  • Announce the bot at the start — tell participants: "For reference, my notetaker will be recording this call."
  • Get verbal consent in jurisdictions requiring it (EU, California, some US states)
  • Rename the bot for sensitive calls — e.g. legal discussions, HR matters — to make its presence obvious


What gets recorded


  • Audio — always
  • Video — when available
  • Transcript — auto-generated after the call
  • Speaker labels — the bot identifies who said what (where possible)


Recordings are stored in your Katalyz workspace and can be embedded in rooms via the Recording widget.


Disabling for a specific meeting


Even if auto-record is set to Always, you can remove the bot from a specific meeting:


  1. On your calendar, find the meeting.
  2. Open the event.
  3. Remove the notetaker participant.


Or from Katalyz: Meetings page (left sidebar) → find the meeting → toggle recording off.


Troubleshooting


The bot didn't join my meeting.

  • Confirm your calendar is connected — see Connecting your email
  • Check the meeting has a Zoom/Meet/Teams link in the event (required for the bot to join)
  • Verify auto-record is set to Always or Ask me every time


The bot joined but didn't record.

  • Check the meeting wasn't shorter than 2 minutes (very short calls may not produce recordings)
  • Contact contact@katalyz.co if the issue persists


Updated on: 18/06/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!