AI Calendars
AI Note Taker - Set Up Guide
Smarter meetings start with Jeeva AI’s intelligent note-taker, capturing key insights to help you focus and follow up effectively.
Written By: Gaurav Bhattacharya
Jun 10, 2025
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
Login to Jeeva
Go to app.jeeva.ai and sign into your account.
Navigate to Integrations
On the left menu, click on Left Navigation Bar → Integrations.
Connect Your Calendar
Click on Google Calendar or Outlook Calendar and click on connect.
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
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. 🚀📋
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