Groove’s Meeting Notes functionality empowers users to take notes on their meetings directly from Google Calendar and have them log back to Salesforce automatically. Any Meeting Notes the user creates save as a Note record that is related to the logged Salesforce Event, making them easy to find in the future. Created Notes can then be reviewed from within Google Calendar, Salesforce, and the Groove Omnibar.

Meeting Notes is a standard piece of Groove's Core functionality. The Meeting Notes feature is propagated in Google Calendar through the Groove Chrome extension. If you do not have the Groove Chrome extension installed yet, you can do that here.

Beyond installing the Groove Chrome extension, no further action should be needed on your part to leverage Groove's Meeting Notes capabilities.

Groove’s Meeting Notes store in records of the Enhanced Notes object in Salesforce. In order for end-users to leverage Meeting Notes functionality, admins must enable the Enhanced Notes feature in Salesforce. This can be accomplished by:

You can then add the Notes related list to the Event page layout to ensure users can easily review the Meeting Notes they have created for their calendar events when they have the corresponding Event record open. This can be accomplished by:

Once both those steps have been completed, users will be able to successfully create, customize, and save Meeting Notes for their Google Calendar events, as well as reviewing those notes from the Notes related list within Salesforce.

To ensure you're able to access and log your Meeting Notes from wherever you are working in Google Calendar, Groove surfaces the option to open your Meeting Notes from various places within the Google Calendar UI.

Clicking the Groove Meeting Notes icon in the upper-right section of your Google Calendar view will surface a list of all the meetings on your Google Calendar.

Each meeting will have a Groove infinity symbol next to it that will identify whether the email has been logged or not when it's hovered over. If you have already logged a Meeting Note for this event, Groove will also surface a "notepad" icon in the "Notes" column.

To create a new Meeting Note for a meeting, click on the meeting's name and the Groove Meeting Notes composition window will appear.

The Meeting Notes icon also appears in the upper-left corner of the calendar event preview that appears when you first click on a event on your Google Calendar. Clicking it will open up the Meeting Note composition window for that event specifically.

The Meeting Notes icon also appears in the upper-right corner of the event editing page in Google Calendar. Clicking it will open up the Meeting Note composition window for that event specifically.

Within the Meeting Notes composition window, Groove offers a limited selection of formatting tools to enable you to write clear notes.

Note: If you copy/paste into the Meeting Notes window, any formatting not offered in the Meeting Notes formatting toolbar will be stripped from the text.

As you write your Meeting Notes, Groove will automatically save and log your Meeting Notes when a pause is detected in your typing.

These notes log as an individual Note record in Salesforce that is related to the Event record that has been created for the corresponding Google Calendar meeting. These Notes can be surfaced in the Notes related list on the Event record.

When you write Meeting Notes for an meeting that has already been logged as an Event in Salesforce, Groove simply relates the Note record for your Meeting Notes to that already-created Salesforce Event record.

When you write Meeting Notes for a meeting that hasn't been logged as an Event in Salesforce yet, Groove will automatically log an Event record for the corresponding meeting in order to enable your Meeting Notes to save and log successfully.

You can write one separate Meeting Note for each individual event in a recurring series. The Note will then get logged to Salesforce and related to the corresponding individual Event in your recurring series. For example, if you write a Meeting Note for the third event of recurring meeting series, Groove will attach the Note to the Salesforce Event that corresponds with the third Google Calendar event. For the following event (the fourth one) you can write another Note that will show up only for that fourth Salesforce Event in the series.

Groove makes it easy for you to review your Meeting Notes from wherever you're working so that you can refer back to them whenever necessary.

If you open up the Meeting Notes composition window for a same Google Calendar event you've already logged Meeting Notes for, you'll see the Meeting Notes you've written as they're currently logged. Any updates you make to the Meeting Notes will automatically update the Salesforce Note record for your Meeting Notes.

In Salesforce, you can find your Meeting Notes within the Notes related list on the Event record for the Google Calendar meeting these Notes were created on. Any updates you make to the Note record directly in Salesforce will sync bidirectionally back to the Groove Meeting Notes view of that Note.

You can also review your Groove Meeting Notes from the Omnibar, which enables you to surface them when you can take the Omnibar with you – Groove, Gmail, GCal, Salesforce, ZoomInfo, etc. When viewing a record, click on the Activity tab, then use the filter to Events with Notes.

Note: If multiple users have written Meeting Notes for the same Google Calendar event, you will only see the Note that was created first in the Omnibar.

If you no longer want your Meeting Notes, you have two primary methods of deleting them:

Please note that after deletion, Meeting Notes cannot be recovered.