How do I auto-add Klipy to meetings?

Klipy’s notetaker joins meetings automatically by default. Here’s how to configure which meetings it attends and when to exclude specific calls.

Klipy’s notetaker is on by default. Once your calendar is connected, Klipy will join every meeting that has a video conference link — Zoom, Google Meet, or Microsoft Teams — at its scheduled start time.

​

How auto-join works

When you connect your Google Calendar or Outlook Calendar, Klipy scans upcoming events. Any event with a supported video conference link (Zoom, Meet, or Teams) will automatically get the Klipy notetaker booked in.

The notetaker joins as “Klipy Notetaker” and starts recording when admitted. After the meeting ends, Klipy processes the transcript and generates a summary, action items, and follow-up suggestions in Klipy.

​

Checking your auto-join setting

1. Open Settings

   Click your avatar or initials in the top-right corner of the app and select Settings.

2. Go to Notetaker

   Select Notetaker from the left-hand sidebar.

3. Review the auto-join toggle

   The Automatically join meetings toggle controls whether Klipy joins new calendar events. Make sure it’s enabled if you want notes for all calls.

   Screenshot coming soon

   Screenshot coming soon: Settings → Notetaker, Automatically join meetings toggle

Auto-join is a personal setting. Each team member configures their own. Enabling it for yourself doesn’t affect your teammates.

​

Excluding specific meetings

You don’t have to accept notes for every call. You can configure Klipy to skip certain meetings:

• By keyword — exclude meetings with specific words in the title (e.g. “team standup”, “internal”, “1:1”)
• By participant domain — exclude meetings where all participants share an internal email domain (e.g. skip any call with only @yourcompany.com attendees)

These filters are available in Settings → Notetaker.

​

Supported platforms

Service	Supported
Zoom	Yes
Google Meet	Yes
Microsoft Teams	Yes
Webex	No
GoTo Meeting	No

​

Making sure the bot gets into the meeting

Even with auto-join enabled, the notetaker needs to be admitted from the waiting room by the host. The bot will appear as “Klipy Notetaker” in the participant list.

If you’re the organizer, admit the bot as soon as you see it in the waiting room. If you’re a participant, the host needs to admit it.

Screenshot coming soon

Screenshot coming soon: Klipy Notetaker sitting in the meeting's waiting room, not yet admitted

Why didn't Klipy join my meeting?

Troubleshoot a missed meeting.

Meeting transcript is stuck

What to do if processing stalls after a meeting ends.