Observer works on any supported call. A Playbook is how you change the buttons and the notes for that conversation — from a template or one you write.
Join Zoom, Meet, Teams, or Slack. Start a meeting in Observer. Reply, Recap, or ask a question while people are still talking. No bot joins the call.
End the session. Observer writes notes from the active Playbook’s headings, saves the transcript, and keeps the chat. Edit, rewrite, or send to Notion.
Sales, interviews, recruiting, standups, lectures — or something that is not in the list. Templates cover the common ones. A custom Playbook covers yours.
Each template ships a prompt, Quick Actions, and note headings for that meeting type. Open one to see the difference.
When you are the candidate
Answer questions with resume and job-description context.
Observer looks for the latest interviewer question, a speakable answer, and a stronger question you can ask back.
These belong to this Playbook. Replace any of them with a catalog template or a custom action.
Headings from this Playbook. That is why a sales recap and a standup are not the same document.
Typical PDF: Resume + job description
If the meeting is not Interview, Sales, or a standup — a customer onboarding, a board update, a support escalation — create a Playbook for that workflow.
Setup detail is in the Playbooks and Quick Actions guides.
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