Meeting notes from other apps

If your team already uses a notetaker on its calls, KretaOS can pick the meetings up by itself. Each new meeting with someone from your book arrives as a transcript, KretaOS writes the notes, and they land on that client's page with the facts and promises from the call.

Connect your notetaker

1. In your notetaker, copy your API key from its settings.
2. Open Settings › Channels and find Meeting notes from other apps.
3. On the row for your app, press Connect, paste the key and press Save. KretaOS checks the key with the app before it saves it.

The first check runs within ten minutes and looks back two weeks. After that, new meetings come in about every half hour.

Which meetings come in

• Only meetings with someone in your book. A meeting counts when one of its guests has the same email address as one of your clients' people. Meetings with nobody from your book are left out.
• The client is picked by email, never by a name. If guests from two clients were on the call, it goes to the first one listed.
• Each meeting comes in once. Reconnecting or a second check never adds it twice.
• It follows the same privacy as a transcript you add by hand. What is learned from it is shared with the team.

On Recordings, an imported meeting says which app it came from, for example "from Fathom".

Good to know

• Writing the notes costs one AI credit for each imported meeting, the same as a pasted transcript.
• A key that stops working shows Needs a new key on its row, and you get one bell that day. Press New key and paste a fresh one.
• Each teammate connects their own key. A View-only teammate cannot connect one.
• Disconnect stops new imports. Meetings already imported stay on the client's page.
• Granola and others: paste or upload the transcript on Recordings. See Add a transcript as text.