One call or the whole series.
Choose an individual meeting, enable a recurring series, or skip a specific occurrence.
MeetingsAI takes the notes.
Google Meet
Zoom
Microsoft Teams
Webex
AI takes the notes.
Put your agents to work.
Capture team calls, customer demos, and planning discussions. Get the notes and action items, then use Ask Agent to turn what was discussed into a clearer plan and useful follow-up.
14-day free trial · No card required
Google MeetZoomMicrosoft TeamsWebexMeetings
Northstar Labs · SSO rollout review
Admin-only SSO pilot agreed. Role mapping needs a check. Sam owns the guide; Maya will share security requirements.
Meeting recording42:18
Maya Chen
Sam Rivera
Aisha PatelChoose what gets captured
Capture the calls that matter.
Connect Google Calendar or paste a meeting link. Choose internal meetings, customer calls, or a recurring series. The notetaker joins the calls you select.
Meetings
Choose where Helpin joins you.
Upcoming 4
Today–25Google MeetToday · 10:00 AM2 external attendees · Ready for automatic joining
Auto-join
ZoomToday · 11:30 AMNo external attendees
Auto-join
Google MeetRecurring2 external attendees · 2 upcoming occurrences
Auto-join series
Keep the series setting or change a single date.
This Friday · 2:00 PMHelpin will skip this occurrence
Next Friday · 2:00 PMHelpin will skip this occurrence
Choose a call, a whole series, or a single date.The host may need to admit the notetaker.Your notetaker. Your preferences.
Set its name. Join calls manually, join every call, or join only calls with CRM contacts.
Keep playback when you need it.
Choose whether recordings are saved, with a default setting or a preference for an individual meeting.
From transcript to understanding
Keep the decision. Check what is still open.
AI separates decisions, action items, and open questions. Check the speaker and transcript before turning a suggestion into a commitment.
Decision
Find the agreement.
Give the next step a clear starting point.
From the conversationMaya Chen12:08
“Let’s begin with the admin team, then decide whether we’re ready for a wider rollout.”
Maya Chen12:08Agreed approach
Run an admin-only SSO pilot first.A wider rollout still needs a decision.
Admin pilotWider rollout
Check the source12:08 · Transcript
Open question
Keep uncertainty visible.
Do not let an unresolved question read like a settled decision.
From the conversationMaya Chen19:32
“We still need to check whether our Okta groups can map to the roles we use.”
Maya Chen19:32Needs an answer
Confirm the group-to-role mapping.Validate the mapping before confirming the rollout approach.
Group-to-role mapping · Unresolved
Check the source19:32 · Transcript
Action item
Make the commitment clear.
Identify the next step before assigning the work.
From the conversationSam Rivera28:14
“I’ll take care of sending the setup guide and the checklist for the pilot.”
Sam Rivera28:14Suggested next step
Send the setup guide and pilot checklist.Suggested · Not yet a task
Sam RiveraCheck the source28:14 · Transcript
Put the decisions to work
Give the action item somewhere to go.
Create a task from the discussion, choose the team, and give the work an owner. Ask Agent can use the meeting when helping plan the next step.
01 / ASSIGN THE WORK
Turn the action item into a task.
Pick a team and status, then create a task linked to the meeting.
A task your team can track, with the reason behind it attached.
02 / PREPARE THE FOLLOW-UP
Prepare the follow-up while it is fresh.
Helpin drafts the follow-up from the discussion. Review the wording and commitments, then send it from your connected Gmail account.
The agreed next steps, ready for your review.
Useful after the call
Explore Ask AgentAsk what happened after the meeting.
Ask Agent to find the agreement and check linked work before the next call. Customer meetings connect to the account. Internal discussions stay useful when the team needs to revisit a decision.
Helpin AINorthstar rollout handoff
Aisha Patel
Brief me for Northstar’s next call. What did we promise, and where does the work stand?
Rollout review · Meeting decisionsCS-128 · Current task status
Helpin AIReviewing contextMeeting summary & decisions
Northstar agreed to an admin-only SSO pilot before a wider rollout. Group-to-role mapping still needs validation. Sam owns CS-128 to send the setup guide and pilot checklist. The task is currently marked To do. Before discussing the next rollout step, confirm the guide’s status and review the remaining security requirements with Maya.
Northstar agreed to an admin-only SSO pilot before a wider rollout. Group-to-role mapping still needs validation. Sam owns CS-128 to send the setup guide and pilot checklist. The task is currently marked To do. Before discussing the next rollout step, confirm the guide’s status and review the remaining security requirements with Maya.
Northstar Labs · Rollout review
Ask about the next step…
Questions, answered
FAQs about Helpin’s Meetings tool
How does Helpin capture meetings?
A notetaker bot joins the call as a participant and captures the transcript, plus video when recording is on. There is no desktop app to install, and uploading existing recordings isn’t supported. Learn more →
Which meeting platforms can Helpin join?
Google Meet, Zoom, Microsoft Teams, and Webex. The host may need to admit the notetaker. Learn more →
Can I choose which meetings are captured?
Yes. Connect Google Calendar, then pick individual calls, a whole recurring series, or a default: every call, or calls with CRM contacts. You can also paste a meeting link. Learn more →
What do I get after a meeting?
A speaker-attributed transcript, summary, decisions, open questions, action items, and a follow-up draft. Playback requires recording to be enabled. Learn more →
Can action items become project tasks?
Yes. Pick a team and status, and Helpin creates a task linked to the meeting. Learn more →
Are follow-up emails sent automatically?
No. Helpin drafts the email. Your team reviews it and sends it from the connected Gmail account. Learn more →
Does the meeting stay connected to the customer?
Yes. Meetings link automatically to the contacts, company, and deal from the calendar invite, and you can add or remove links. Learn more →
Can we control the notetaker and recordings?
Yes. Configure its name, joining preferences, and recording settings. Learn more →
Can we self-host Meetings?
Yes. Meetings is included in Helpin Community, free under AGPL-3.0 with no plan limits. Community is in 0.2 beta. Capture needs a Recall.ai account or a Vexa deployment (hosted or self-hosted); Webex requires Recall.ai. Calendar sync needs a Google OAuth app, and summaries need an AI provider. Learn more →
From conversation to follow-throughLeave the call
Leave the call
with a clearer next step.
Keep the notes, assign the work, and ask Helpin AI to help your team follow through.
14-day free trial · No card required
Open source · Self-host free, or let us run it