Approve/Decline Process
Before a recording can take place, Zoom will show this message to all meeting hosts and co-hosts:
The hosts or co-hosts need to apporve the message in order for the notetaker to start recordig the meeting.
Ideal Settings in Zoom
If you have other people e.g. SDRs/BDRs organize a meeting for users in your organization, it is imperative that you give these users co-host rights and/or the ability to request/approve the notetaker permission.
There are two key permissions users need to have:
The ability to admit a notetaker into a meeting
The ability to allow a notetaker to record a meeting
Go to: Account Management > Account Settings > Meetings > Meeting (Basic)
Go to: Account Management > Account Settings > Recording & Transcripts
Auto-Join Meetings
We do not recommend to let external users (incl. the Weflow Notetaker) automatically join a meeting. Ideally, you have a waiting room configured where you can hold off the notetaker and only admit them when you actually want to record the meeting.