Looppanel can hop into your Zoom, Google Meet or Teams calls to automatically record them for you!
Not just that, while your call is recording you can take time-stamped notes and bookmark key moments as they happen.
In this support article, we will guide you through the steps on how to use Looppanel for recording and taking notes live during your user interviews.
Let's get started!
Prerequisite: Connect your calendar with Looppanel
As a prerequisite, you will need to connect your Calendar to your Looppanel account. This is necessary to see your scheduled meetings and enable recording for them.
To do this, jump into the Calendar tab from the main navigation menu and hit “Connect Calendar”.
Select “Calendar” from the top navigation menu
“Connect Google Calendar” to continue
Setting Up for Recording & Note-taking
Step 1: Recording the call
With your Calendar connected, you will be able to see all your scheduled meetings.
You can toggle any upcoming calls you want to record "On". They will have a green toggle when they're scheduled to record.
Step 2: Assign your discussion guide
Once you have set a call to record, you can also assign the discussion guide for it! This is useful because:
Your assigned discussion guide will automatically open up on your screen during the call so you refer to it and take notes
Your call will automatically be stored in the correct project folder
In case you forget to do this step in advance—don’t stress! You can do this after the call starts as well.
To assign a discussion guide to a call:
Click “Assign Discussion Guide” on the call that’s scheduled to record
Choose the relevant guide for that call
❗ You will not be able to assign a discussion guide if:
Your call is not scheduled to record
You have not added a discussion guide to your project yet
Step 3: Invite colleagues to take notes
You can invite colleagues to take notes on Looppanel with you for free—they don’t even have to set up an account! 💸
If you have a fellow note-taker, follow these steps to invite them to take notes during your user interview:
Click “Share Notetaking Link” on the call card
Share this link with your colleagues
❗ Heads up: Your team will only be able to take notes once the call is recording (aka your Looppanel Notetaker is in the Zoom, Google Meet or Teams call).
When you see the Looppanel Notetaker in your call like a participant, you know it's recording:
P.S. If you ever lose your note-taking link, you can always find it in the ‘Settings’ tab.
During your user interview
Step 4: Admit Looppanel to your meeting
Looppanel's note-taker will join your Zoom or Google Meet call 2 minutes before it starts. That means if you have a 1pm call, Looppanel Notetaker will join the call at 12:58pm.
Looppanel joins your call as a participant. Just like with any other person, you may have to allow it to join the meeting.
To do this, click the "Admit" button next to the Looppanel Notaker’s name.
On Zoom:
On Google Meet:
Step 5: Start taking notes
Once your Looppanel Notetaker has joined your meeting, you can start taking notes.
If you've already downloaded the Looppanel Chrome extension, your discussion guide will automatically open up on your screen!
If you haven't downloaded the chrome extension, go to app.looppanel.com and your discussion guide will automatically load for you.
Voila, you can start typing notes! They will be automatically synced with the recording of your call.
Bonus: Tips & Tricks
Here are some tips for taking effective notes with Looppanel:
1. Download the Looppanel Chrome Extension to have your discussion guide automatically open up right before your call starts!
2. Bookmark moments to quickly save important time-stamps or key quotes
Simply hit the Bookmark icon next to any question to do this
3. These keyboard shortcuts will make note-taking even easier:
Down arrow to move to the next question/section
Up arrow to move to the previous question/section
Enter to bookmark a moment.
Still have questions?
Reach out to us at [email protected]