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Before Metaview can write your notes, it has to be on the call. There are five routes, and which one you want depends on how much you want to think about it.

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Pick your route

Most teams run on automatic scheduling and keep manual invites for the exceptions — client calls on someone else’s calendar, or a conversation that came up at short notice.

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What every route needs

Whichever way Metaview is invited, a call has to meet a few conditions before the notetaker will join:
  • The calendar event needs a valid video conference link or phone number. Metaview supports Google Meet, Zoom, Microsoft Teams, and Webex.
  • At least one invited participant needs a Metaview account. For automatic scheduling, that person also needs their Capture status enabled.
  • The relevant scheduling method is enabled in your workspace preferences. See Workspace settings.
  • Metaview needs enough notice: 30 minutes before the start time for automatic scheduling, 15 minutes for manual invites. For anything shorter, use Ongoing calls.
Each page covers its own requirements in full — this is the shared floor.

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Automatic scheduling

Connect Google Calendar, Outlook Calendar, Calendly, or your ATS, and Metaview schedules itself for matching events. Filtering rules control which events qualify, so team syncs and personal appointments stay out of it. See Automatic scheduling, and Disabling capture for opting an individual call — or yourself — out.

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Manual invites

Add notes@bot.metaview.ai as a guest on the calendar event, or click Add on the event in Metaview’s calendar widget.
When you add Metaview to a calendar event, choose the option to send the invite/update email. If you select “Do not send”, Metaview never receives the invitation and your call won’t be scheduled.
See Manual invites.

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Joining a call in progress

Paste the meeting link on your Metaview home page and the notetaker joins within a few seconds. Use this for calls already underway or starting in the next five minutes. Note that Metaview won’t assign participants automatically when invited this way, and only the person who added it initially gets access. See Ongoing calls and Participants.

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Phone calls

Phone capture works differently: Metaview never dials into a call on its own. You register your number, then either click Phone candidate on a scheduled conversation for one-click calling, or dial the Metaview switchboard and reach the candidate through it. See Phone calls, Capture Callbacks for when a candidate rings you back, and Phone FAQs.

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Calls Metaview wasn’t on

You can still get notes from a conversation Metaview didn’t join:

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Confirming a call is scheduled

Check the Upcoming conversations section on your Metaview home page. A call Metaview intends to join carries a Scheduled tag; one that has been opted out carries Won’t join. If a call isn’t listed at all, Metaview isn’t coming.

Scheduling FAQs

Back-to-back calls in the same room, multi-hour sessions, recurring events, third-party-hosted calls, embedded recruiting, and restricting which calls Metaview joins.