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How do I take notes for phone calls?

Record and use Live notes on phone calls

Marvin’s notetaking skills aren’t restricted to audio and video calls on conferencing platforms. You can record and take notes for phone calls as well. Record telephonic sales calls, customer interactions, and research interviews by making the call directly from Marvin.

How do I record phone calls?

From Home or Projects, navigate to the project where you want to store the recording. Select Add new files > Record a meeting > Record a phone call.

You’ll see a dial pad on the screen. Use it to call an individual’s phone number or the dial-in numbers for a conference call, such as on Zoom.

Make sure you use the right country code. To change it, click on the drop down menu. Dial your number and click the call button once you’re ready.

Marvin will request access to your device mic to record the call. Grant permission to continue.


When the call connects, you’ll see confirmation that the call is recording and an option to Take Notes. Click to open the Live Notes page.

You’ll can access the dialpad and mute yourself during the call as well. End the call once the meeting is over so Marvin can process the call and add the file to your project.

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