Launching Notetaker recordings with the Nylas Scheduler

Launching Notetaker recordings with the Nylas Scheduler

4 min read

Today we’re launching Scheduler x Notetaker – bringing Notetaker controls into the Scheduler. This unlocks the ability for your application to selectively record calls that are booked by their guests, giving you another layer of control on top of our Calendar & Event sync settings.

Once enabled:

  1. Your users will be able to see Notetaker settings in their Scheduler Editor & customize them
  2. Your application can set defaults for the Notetaker recordings vv
  3. Only events created through that Scheduler page will be recorded

It can be used in conjunction with our Calendar & Event sync, or as the sole method for a meeting to be recorded. See the quickstart guide here.

Why automate meeting recordings?

For developers building scheduling experiences, meeting recordings have traditionally been a separate integration headache—requiring users to manually enable recording, connect third-party tools, or remember to hit “record” at the start of every call.

With Scheduler’s native Notetaker integration, recordings become automatic and invisible. Your users book a meeting, and everything else just happens.

Common use cases:

  • Sales & CRM platforms — Automatically capture every prospect call and sync transcripts to deal records, so reps can focus on selling instead of note-taking
  • Recruiting software — Record candidate interviews with built-in consent messaging, then surface AI-generated summaries for hiring committees
  • Customer success tools — Track conversation sentiment and action items across renewal calls without manual intervention

Coaching & training platforms — Deliver post-session recordings and highlights to learners automatically

Setting up the Scheduler to use Notetaker

Your application has to choose to enable this functionality for Scheduler Configurations. You can do this by setting the scheduler.notetaker_settings.enabled option to true with the Scheduler Configuration endpoints.

curl --request PUT \
  --url "https://api.us.nylas.com/v3/grants/<NYLAS_GRANT_ID>/scheduling/configurations/<SCHEDULER_CONFIGURATION_ID>" \
  --header 'Accept: application/json, application/gzip' \
  --header 'Authorization: Bearer <NYLAS_API_KEY>' \
  --header 'Content-Type: application/json' \
  --data '{
    "scheduler": {
      "notetaker_settings": {
        "enabled": true,
        "meeting_settings": {
          "video_recording": true,
          "audio_recording": true,
          "transcription": true,
          "summary": true,
          "summary_settings": {
            "custom_instructions": "Focus on key decisions and next steps."
          },
          "action_items": true,
          "action_items_settings": {
            "custom_instructions": "List the top 5 action items with owners."
          }
        }
      }
    }
  }'

When this is enabled, your users will see the Notetaker Settings when they go to edit their scheduling page, and you can set defaults for them.

Some users operate in regions that require you to explicitly collect consent for a call recording. The Notetaker does this already through text announcements, and now the Scheduler can inform users before they confirm their call.

When you set scheduler.notetaker_settings.show_ui_consent_message to true on your Configuration, the Scheduler page for your user will show an informative message about the call being recorded to the guest making the booking.

Your users can also enable or disable this through the Scheduler Editor.

Handling event changes

The Scheduler x Notetaker integration connects a Notetaker to the user’s event when it’s created. This uses Notetaker Event Sync, where the event is tracked by Nylas for any changes automatically. Your application doesn’t need to take additional steps to track changes to the event.

If the host or participant reschedules the event, Nylas will send a Notetaker at the event’s updated time. 

If the host or the participant cancel the event, then a Notetaker isn’t sent to the call.

Receiving & using the recording

If you haven’t used the Notetaker API before, we have a Quickstart Guide for it here.

We recommend setting up the Notetaker webhooks to find out when the recording is available. Once your application is notified, your application can download the recording & make it available to your users.

More information about handling Notetaker recordings can be found here.

Get started today

Ready to add automatic meeting recordings to your scheduling experience?

The Scheduler x Notetaker integration is now available for all Nylas applications. You’ll need to use at least version 3.1.0 of the @nylas/react package to see it on the frontend.

Related resources

Nylas Transactional Send public beta launch

Today we’re launching Nylas Transactional Send into public beta, and it’s now available to all…

@nylas/connect: A JavaScript library for connecting grants from the browser

@nylas/connect is the solution to many of the manually setup hosted authentication snippets you’ve copy‑pasted over…

Introducing Summaries and Action Items for the Notetaker API

Meetings should move projects forward, not create more work. Yet too often, key insights remain…