AI Note Taker - Set Up Guide

Imagine if every sales call auto-recorded, summarized itself, and synced to your CRM, without lifting a finger. That’s what your AI note-taker does.

⚙️ How to Set It Up

1. Login to Jeeva
   Go to app.jeeva.ai and sign into your account.

2. Navigate to Integrations
   On the left menu, click on Left Navigation Bar → Integrations.

3. Connect Your Calendar
   Click on Google Calendar or Outlook Calendar and click on connect.

4. Activate AI Calendar
   Scroll down - Click - Save Configuration

   
   

🔍 What Does AI Note Taker Do?

• 🎙️ Transcribe & Tag in Real-Time
  Captures every word while tagging key topics, questions, and speaker notes on the fly
  
  

• ⚡ Instant Summary & Sync
  Get concise, bullet-style meeting summaries, automatically synced to your CRM
  
  

• 🔍 Store & Search Key Takeaways
  Easily revisit deal signals, objections, and action items with a searchable archive
  
  

• 📞 Auto-Join or Record Any Sales Call
  Never worry about hitting “record” again, your AI joins scheduled calls for you
  
  

  Note: To ensure the AI Note-Taker captures an accurate and complete transcript of your Zoom meeting, please make sure that Live Captions (turned off captions) are turned on before the meeting begins. Without live captions enabled, the AI Notetaker will not be able to transcribe the conversation in real-time.

Conclusion:
From discovery to follow-up, your AI note-taker keeps every conversation sharp, searchable, and sales-ready, so you can close faster and forget nothing. 🚀📋