How to Use Playbooks in Notetaker

Playbooks are part of the Notetaker feature set. They allow you to define structured questions and parameters that Notetaker monitors during meetings. This ensures key topics are discussed and important questions are asked.

Here’s how to create and use Playbooks.

You will learn!

What Playbooks are
How to create a Playbook
How to use Playbooks in meetings
How to analyze Playbook results

What Is a Playbook?

A Playbook is a structured set of predefined questions or parameters that Notetaker monitors during Teams or Google Meet meetings.

With Playbooks, you can ensure:

The right questions are asked
Key topics are covered
Important themes are revisited

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Navigating to the Playbooks Section

Go to Organization from the left-hand menu in Noux.

Open the Playbooks tab.

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Creating a Playbook

Click Create Playbook.

You can:

Give the Playbook a name
Define 1–20 questions
Customize it for specific meeting types

Examples of Playbooks:

First meeting Playbook
Proposal presentation Playbook
Discovery meeting Playbook

Each Playbook can be tailored to match a specific meeting scenario.

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Using a Playbook in a Meeting

When Notetaker starts recording a meeting, you can:

Select which Playbook the meeting should follow

You can also change the Playbook afterward and re-run the analysis on the conversation.

Reviewing Playbook Analysis

After the meeting analysis is completed, a new Playbook section appears in the conversation view.

There you can see:

The predefined questions
Whether each parameter was fulfilled
Direct quotes from the meeting
The option to listen to specific audio clips

This ensures structured, high-quality meetings and better follow-up across Teams and Google Meet calls.

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