Step 1: Create your Wudpecker account

Go to the Wudpecker website and sign up with your work email. During onboarding, connect the calendar you use for meetings. Wudpecker reads your calendar so it knows which calls to capture, and it can automatically schedule the assistant to join relevant meetings.

Step 2: Connect your meeting apps and calendar

In the settings panel, connect your core meeting tools, such as Zoom, Google Meet, and Microsoft Teams. Wudpecker will use these to join calls and grab the audio and transcript. Also connect your calendar so the assistant knows your schedule. If you prefer manual control, you can select which recurring meetings should be recorded automatically versus skipped.

Step 3: Let Wudpecker join your call

When a meeting starts, Wudpecker joins as a participant (often named the Wudpecker Assistant) and begins recording and transcribing in real time. You do not need to press a record button. After the call ends, the transcript is processed and structured automatically.

Step 4: Review your summary and action items

Back in the Wudpecker dashboard, open the meeting note. You will see an AI-generated summary with key discussion points, decisions, and a dedicated action-items section that often includes who was assigned each task. Review these and adjust ownership if the AI misattributed a task.

Step 5: Send follow-ups and share notes

Use the built-in follow-up feature to draft an email recap and send it to attendees, or share the note via a link. Configure Wudpecker to push the notes into your CRM, such as HubSpot or Salesforce, and your Slack channel or Notion workspace so decisions land where your team already works.

Step 6: Search and build your meeting knowledge base

Over time every captured call becomes searchable. Later, when you need to recall a decision or a customer’s requirement, search the Wudpecker repository by topic or keyword instead of digging through old emails. This transforms scattered calls into an organized knowledge base.

By following these steps, you turn every meeting into reviewable, searchable, and assignable output. Wudpecker helps your team stay aligned, cut down on recap writing, and act on decisions faster.