Getting Started

How Hazel’s note taker works

1. Hazel can record via the following methods:
   • Sending a notetaker to your Zoom, Microsoft Teams, Google Meet meeting
   • Capturing the audio through the Hazel web app or any voice recorder app
2. Assign a Household/Contact to the Meeting to pair the data to the client.
   • Once you connect your CRM and Email, Hazel will auto-assign the appropriate Household/Contact.
   • If a Household/Contact is not auto-assigned, it’s likely because we could not associate the email to an existing relationship in your CRM. Click on the ‘+’ icon in the top right and manually associate a Household/Contact.
3. Assign a Meeting Type
   1. You can instruct Hazel through prompting, similar to how you train a Paraplanner on what notes to capture. Simply edit the meeting note templates or create new meeting types based on the information you’d like to capture. This is not a requirement, but helps train Hazel on your firms processes.

Recording a Meeting

Recording Online Meetings

Recording a New Meeting That’s Not on Your Calendar

Recording In Person Meeting and/or Uploading Audio Files

Recording a Phone Call

Disabling / Enabling Auto-scheduled Notetakers

Downloading a Video Recording

Ignoring Meetings

Option 1: Ignore Meetings Individually

When in the Overview or Meetings view, there is an option to ignore meetings one a one-off basis. Click on the menu icon for the meeting and click ‘Ignore Meeting.’

Option 2: At the Meeting Type Level