Decide which calls get recorded
Configures the Blu notetaker auto-join setting using one of five coarse modes. It sets broad meeting coverage, not opt-out or deal value rules.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon3 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Review your meeting types
Coming soonBlu builds a step
- 2
Set the auto-join rules
Coming soonBlu builds a step
- 3
Track coverage and failures
Coming soonBlu builds a step
About this recipe
When to use it
Manually deciding per-meeting whether the notetaker should join doesn't scale, and it always misses the meeting that mattered. This configures auto-join rules by meeting type, host seniority, deal stage, and account tier, once.
What it delivers
Configures which meetings the Blu notetaker auto-joins based on meeting type, host seniority, deal stage, and account tier, replacing per-meeting toggles with standing rules.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Configures the Blu notetaker auto-join setting using one of five coarse modes. It sets broad meeting coverage, not opt-out or deal value rules.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Review your meeting typesList all configured meeting types in the project. For each, surface: name, default duration, current notetaker auto-join setting, and meetings-per-month count over the last 90 days. This is the baseline for designing coverage rules: types with high volume and high revenue impact (demo, discovery, close, renewal) should have autojoin on; types with low strategic value (internal sync, recurring 1:1) likely shouldn't.
- 02Set the auto-join rulesConfigure notetaker autojoin rules based on the meeting-type audit. Default policy: ON for Discovery, Demo, Proposal, Close, Renewal, and Customer Success calls; OFF for Internal Sync, 1:1, Recurring Standup, Interview. Layer on overrides: ON for any meeting linked to a deal with value > $50K regardless of type; OFF if any attendee has notetaker-opt-out flag. Hosts can manually override per-meeting via add_blu_to_live_meeting or the meeting record toggle. Use the result of "Review your meeting types".
- 03Track coverage and failuresCompose a notetaker coverage dashboard: % of meetings with notetaker present (target: 80%+ for revenue-impacting types), coverage broken down by meeting type and rep, failed-join count (notetaker invited but didn't join (usually a calendar permission issue), and manual-add count (hosts having to invite Blu manually) signal of misconfigured rules). Flag any type with <60% coverage as a configuration gap. Use the result of "Review your meeting types", "Set the auto-join rules".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /notetaker-coverage-setup in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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