Meetings

Have Operator take notes

Operator can join your online meetings as a notetaker. It records the call so Alcova can produce a transcript and meeting notes. This page shows you how to choose which meetings Operator joins, invite it to one meeting, send it in straight away, and remove it.

Operator joins Google Meet, Zoom, Microsoft Teams and Webex calls. For a meeting in person, record it yourself instead. See Record or upload a meeting.

Before you start

Operator joins meetings from the calendars you connect. See Connect and choose your calendars.

Choose which meetings Operator records

The Auto record box at the top of the Meetings page sets which of your online meetings Operator joins on its own.

  1. On the Meetings page, select the list beside Auto record.

  2. Choose an option:

    OptionOperator joins
    All online meetingsEvery online meeting on your calendar.
    Internal meetings onlyMeetings with people from your firm only.
    Only when invitedOnly the meetings you invite it to.

The box then shows All online, Internal only or By invitation. For more choices, such as only accepted meetings, a minimum length or email domains, select the information button beside Auto record, then More recording settings. See Choose when Operator joins your meetings.

These settings are your own. They do not change what Operator does for your colleagues.

Invite Operator to one meeting

On the Meetings page, select Invite Operator on the meeting.

You can also do this from the meeting page:

  1. Open the meeting.

  2. Under Recordings, find Join this meeting.

    Enlarge screenshot: The Recordings section of the Kaur Family discovery meeting, with Join this meeting and an Invite Operator button
  3. Select Invite Operator.

The row changes to Scheduled. Operator joins the call when the meeting starts.

Enlarge screenshot: The Recordings section with Operator scheduled, saying it will join to record and take notes when the meeting starts

On the Meetings page, the meeting now shows Operator with a blue dot. Point to it to see when Operator joins, or why it is joining, for example because you set it to join external meetings or because someone scheduled it by hand.

Enlarge screenshot: The Whitlam Family meeting with the Why Operator is joining card, saying Sarah Mulholland auto-joins external meetings

Use the Capture dialog

The Capture button at the top of the meeting page brings all the ways to capture a meeting together. The Operator card shows what Operator is doing and the actions you can take.

  1. Open the meeting.

  2. Select Capture.

    Enlarge screenshot: The Capture this meeting dialog for an upcoming meeting, with Operator not capturing, the Record now and Schedule buttons, and options to record on this device or upload a recording
  3. Choose an action:

    • Schedule has Operator join when the meeting starts.
    • Record now sends Operator to the call straight away.
    • Don't join stops a scheduled Operator from joining.
    • Send Operator again sends Operator back after it has left or could not join.

When Operator is scheduled, the card shows the time it joins.

Enlarge screenshot: The Capture this meeting dialog for a meeting Operator joins at 9:30 AM, with Don't join and Record now

Send Operator in now

Use Record now when the call has started without Operator, or when you want Operator in the call early.

  1. Open the meeting.
  2. Select Capture, then Record now. If Operator is already scheduled, you can instead select the three dots on the Operator row under Recordings, then Record now.

If the meeting starts more than 15 minutes from now, or ended more than 15 minutes ago, Alcova asks you to confirm. Send Operator only if people are already in the call, or still in it. Otherwise nobody is there to record.

Enlarge screenshot: The Send Operator before scheduled start? dialog for the Kaur Family meeting tomorrow, with Cancel and Send Operator

Select Send Operator to continue.

Video: Invite Operator to a meeting

Join the call yourself

When an online meeting starts in 15 minutes or less, the meeting shows Join on the Meetings page.

  1. Select Join.

  2. If Operator is not invited, Alcova asks Invite Operator to this meeting?:

    • Select Invite Operator and Join to bring Operator with you.
    • Select Join without Operator to join on your own.
    Enlarge screenshot: The Invite Operator to this meeting? dialog with Invite Operator and Join, Join without Operator and Cancel

If Operator already left the call or could not join, the dialog asks Re-invite Operator to this meeting? instead, with Re-invite Operator and Join.

The call opens in a new browser tab, and the meeting opens in Alcova.

On the meeting page, Join meeting opens the call without changing Operator.

Let Operator into the call

When Operator arrives, it may wait in the call's lobby or waiting room. The Operator row shows Waiting to be admitted. Admit Operator from your meeting app, the same way you admit a guest.

Enlarge screenshot: The Operator row showing Waiting to be admitted

Once it is in, the row shows Taking notes.

Stop Operator from joining

  • On the Meetings page, select the three dots on the meeting, then Remove Operator.
  • On the meeting page, select the three dots on the Operator row, then Don't join.
Enlarge screenshot: The three-dot menu on the Operator row, with Don't join and Record now

Remove Operator from a call

If you organised the meeting, you can ask Operator to leave while it is taking notes.

  1. On the meeting page, under Recordings, select the three dots beside Taking notes.

  2. Select Remove Operator and end recording.

    Enlarge screenshot: The menu beside Taking notes, with Remove Operator and end recording
  3. Select Remove Operator.

    Enlarge screenshot: The Remove Operator and end recording? dialog, with Keep recording and Remove Operator

Operator leaves the call. The recording so far is kept, and Alcova uses it for the transcript and meeting notes.

You can also remove Operator from inside the call, like any other participant. Do this when someone in the meeting has not agreed to be recorded, or you no longer need notes. In Microsoft Teams:

  1. Select People.
  2. Point to Operator's name, then select the three dots beside it.
  3. Select Remove from meeting.

Operator stops recording when it leaves.

Video: Remove Operator from a meeting

What happens next

When the meeting ends, Operator leaves and the Recordings section shows an Operator recording. Alcova then prepares the transcript and the meeting notes. See Read a meeting transcript and Work with meeting notes.

To send Operator back to the same meeting, select the three dots in the Recordings heading, then Send Operator again.

If something goes wrong

  • If Operator could not join, the Operator row says it was not admitted to the call. If people are still in the call, select Re-join meeting, then admit Operator.

    Enlarge screenshot: The Operator row saying Operator couldn't join because it was not admitted to the call, with a Re-join meeting button
  • If Operator left without recording anything, the row says the call ended with no recording. If the call is still going, select Send Operator again.

    Enlarge screenshot: The Operator row saying the call ended with no recording, with a Send Operator again button
  • If you see Operator could not be removed. The recording may still be running., check the call. Remove Operator from your meeting app if you need to, then try again.

  • If you cannot see Remove Operator and end recording, you are not the meeting's organiser, or Operator is not taking notes yet.

  • If the Operator card says Add a meeting link and Operator can join, the meeting has no online meeting link. Add one to the calendar invitation, or record the meeting yourself.