Latest updates from the Dubsado team
(Note: this feature must be enabled in the settings of your account to turn it on. Click here to enable ➔)
You know how a discovery call goes. You're trying to be fully present, really listening, building that first bit of trust... while also writing down the date, the budget, and the three things they said they absolutely need. Then the call ends and you're piecing it back together from a messy half page of notes.
Notetaker changes that. It joins your video calls, records them, and hands you back the recording, a full transcript with speaker labels, and a clean summary, all inside Dubsado. Who said what, what matters, and what to do next.
Dubsado labs is our space for trying new, experimental features and getting them into your hands early, instead of waiting until everything is polished. Notetaker is the first feature we've released widely in labs. It's genuinely useful today, and it's going to keep getting better as you tell us what you need. Right now, while it's in labs, Notetaker is available on all plans. You're in on the ground floor.
First, head to Settings to turn Notetaker on. From there you can have it auto-join meetings booked through your scheduler, and adjust how your summaries are written.
Set it and forget it: with auto-join on, Notetaker joins every call booked through your scheduler.
Or record on the spot: use the Start Notetaker button in Notes, or Quick actions on your dashboard, to paste any meeting link from Zoom, Google Meet, Teams, and more, and Notetaker hops in. Great for the calls that weren't booked through a scheduler. You can link an on-the-spot recording to a project or client right away.
While you're in Settings, you can shape your summaries too. Set the tone, choose the perspective, add a little business context, or give custom instructions so every recap reads the way you'd write it.
Once a call wraps, everything lives in Notes, your home base. Find it in the main navigation or inside the Notes section of any project. Play the recording back, read the transcript, view the summary, leave feedback, and assign it to a project or client if it isn't already.
One more thing: you can always deny Notetaker at the start of a call if you don't want it on that particular meeting. Once denied, it leaves right away.
Since it is in Dubsado Labs, there's still a lot being built out...
In-person meetings are not supported yet. For now, Notetaker joins video calls, so it won't capture a conversation happening across your kitchen table.
It won't jump onto everything sitting on your calendar... yet! It joins calls booked through the Dubsado scheduler with auto-record on, or any link you paste.
Sharing with clients is hands-on for now. You can copy, download, and share the summary and recording yourself, you just can't auto-send them to a client yet.
This is a version one, and here's where we're looking to take it...
One-tap action items. Notetaker already suggests next steps from your call. Soon you'll be able to turn them into real tasks, invoices, forms, and workflows with a click.
Auto-send to clients. Drop the summary, transcript, or recording into a post-call email automatically.
Ask Dubsado. Ask a question about any call and get the answer pulled straight from the transcript.
Jump to the moment. Click a line in the transcript to jump to that exact spot in the video.
Save it anywhere. Send recordings to Google Drive or Dropbox, or share a link you can embed in emails and forms.