Donna offers support for Google Meet, Microsoft Teams and Zoom calls. Thanks to the calendar integration, Donna will know about your schedule and will join your online meetings. Not only will she provide you with a full transcription and recording (both audio and video) after your meeting but Donna will also provide you with a summary and suggest some next actions to take.
During your online meetings, the meeting host might have to allow Donna in your meeting. After allowing Donna to join in on your online meeting (we also suggest introducing her), you can proceed as usual. Donna will listen in and record everything for the entire duration of the call.
❗ If you're not the meeting host (i.e., you didn't schedule the meeting yourself), you won't have an overview of the attendees. Remember to ask the host to allow Donna to join the meeting.
❗When you’e the meeting organizer and using Microsoft Teams, you can adjust your options so Donna can always join without the need to allow her.
When an online meeting is over, Donna will provide you with several deliverables depending on your set up and integrations.
After online meetings with external attendee, Donna will:
push a note to your CRM (linked to the contact/company/deal) (internal: author of note is who HS/SF thinks the owner is)
send a follow-up email to all participants who've linked their calendar (see Integration with your calendar) within a couple of minutes
After online meetings with only internal attendees (those matching your domain), Donna will:
send a follow-up email to all participants who've linked their calendar (see Integration with your calendar) within a couple of minutes
When you allowed Donna to join your meeting but you don’t want her to continue recording (e.g. sensitive topics are being discussed), you can always kick her out. You will still receive your transcript, summary and next actions up until that point.
Please refer to our documentation about Instantly adding Donna to your meeting.
The meeting host did not receive a pop-up to allow Donna
Make sure to check your meeting platform configuration. Some platforms (such as Zoom), have configuration settings which prevent external meeting participants from requesting permission to record. Make sure to check these and similar settings to ensure Donna is able to join your meetings.
No transcript available
Be aware that if Donna notices only one person is present in the meeting, she won’t generate a transcript by design.
