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Simplify Your Meeting Workflow: A Step-by-Step Guide to Using Wudpecker

Published
November 24, 2023
Read time
4
Min Read
Last updated
August 22, 2024
Hai Ta
CGO
Simplify Your Meeting Workflow: A Step-by-Step Guide to Using Wudpecker
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Welcome to Wudpecker!

Now that you have been onboarded to a productivity supercharger, you are probably itching to see what Wudpecker has to offer. But your next meeting is not for another hour!

Well, lucky for you, I have compiled a comprehensive guide of you can expect to happen.

Also, don't worry if these steps are not exactly what you see in your version of Wudpecker. At the end I also list some alternative scenarios.

Step 1: Wudpecker fetches your upcoming meetings

In the home page, you will see the meetings that Wudpecker Notetaker will join to record the calls regardless of whether it's a Zoom call or Google Meet or Teams.

Upcoming meetings that Wudpecker is joining

These are fetched from your calendar, hence the necessity for integration. Wudpecker joins your meetings through a calendar event based on the meeting link and the event start time.

The otetaker needs the meeting link and the event's start time

Step 2: Wudpecker joins your meeting

When you see Wudpecker.io Notetaker in your meeting, that means Wudpecker is doing its job to record the conversation.

Wudpecker joins your meetings

Not seeing the Notetaker anywhere?

Once the scheduled meeting time starts, the Notetaker waits to get admitted in the lobby for 10 minutes. If it doesn't get admitted in that time, it takes the hint and gets out of the way.

If you join the meeting after that, you have the option to Invite the Notetaker back to your meeting, or record without a bot. Read more about our desktop apps below.

Mac and Windows apps

If you don’t want a bot in your meetings, you also have the option to use our desktop apps. They can record in-person or virtual meetings, regardless of the meeting platform.

They also come with no recording limitations, meaning you can record as many meetings per month as you'd like!

There will be no clear indication in the meeting room that you’re recording, so it will be your responsibility to be transparent with the other participants.

Don’t forget to stop recording once the meeting is over!

Download links for...

Step 3: The results

Shortly after the meeting, you will see the finished result. This includes the transcript, audio recording and summary generated by Wudpecker.

Now keep in mind, Wudpecker generates the best summaries for recordings that are longer than 5 minutes.

Wudpecker generates summary and action items after the meeting is done

Special cases and common questions

The 3-step above is the common scenario for most of our users. Occasionally, some questions naturally arise. Below are the most common "extra" questions I have come across.

Pro tip: How to get the Notetaker to join an impromptu meeting

To record ad hoc meetings, you can...

Telling the bot to not join certain meetings

You can toggle it off in the home page if you don't want the notetaker to join, or change the notetaker joining rules in Settings.

Toggling to decide whether Wudpecker notetaker joins

When the meeting begins, you can expect the note taker to wait in the lobby.

You can still deny or kick it out during the meeting.

Kick the Notetaker out before the meeting starts, or during the meeting

Alternatively, you can disable the notetaker by logging into the Mac or Windows desktop app. Then, it will be up to you to manually start and stop recording, and there will be no bot joining meetings.

Sharing & Collaboration

You can share a simple read-only version of the notes to anyone by copying the URL link.

Alternatively, you can share the notes to another Wudpecker user's account. That way, they'll have their own copy of the notes which they can freely edit without affecting your original version.

Read more about sharing here.

Ask Wudpecker to extract knowledge and information

Is there something you want to know about the meeting that was not covered thoroughly in the summary? Try Ask Wudpecker. This is a powerful way to extract further detailed insights.

Simply ask any question you have about the meeting, as if you were talking to a human assistant. Wudpecker can even provide direct quotes that you can click and jump to the relevant part in the transcript. This is a way to make sure you get all the relevant details without having to go through the entire recording yourself.

Time to try Wudpecker!

And there you have it! A complete guide on how to use Wudpecker.

Now you have mastered the basics to extract immediate value from Wudpecker.

Wudpecker is free to use. So sign up. Go wild.

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Simplify Your Meeting Workflow: A Step-by-Step Guide to Using Wudpecker
Min Read
Simplify Your Meeting Workflow: A Step-by-Step Guide to Using Wudpecker
Min Read
Simplify Your Meeting Workflow: A Step-by-Step Guide to Using Wudpecker
Min Read