<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Pipedrive Nova is currently available in English for selected users. If you don’t have access yet, ask your company admin to activate Nova and assign you a seat.</div>
<p style="text-align: justify">Pipedrive <strong>Nova</strong> helps you before, during and after your meetings. Before a meeting, it generates an AI-powered briefing to help you prepare. During the meeting, the <strong>AI Notetaker</strong> records and transcribes the conversation. After the meeting, <strong>Nova</strong> turns the transcript into follow-up actions and suggests CRM updates.</p>
<p style="text-align: justify">This article explains how to:</p>
<ul>
<li>Prepare for meetings with an AI-generated briefing</li>
<li>Manage participant consent</li>
<li>Transcribe meetings with the AI Notetaker or the Nova Companion desktop app</li>
<li>Review post-meeting actions and suggested CRM updates</li>
</ul>
<p style="text-align: justify">If you haven’t connected your accounts or enabled Nova yet, start with <a href="https://support.pipedrive.com/article/nova-set-up" target="_blank" rel="noreferrer noopener">Nova setup</a>.</p>
<hr>
<h2>Prepare for meetings<a name="prepare-for-meetings"></a></h2>
<p style="text-align: justify">The <strong>Meetings</strong> screen is your hub for everything before, during, and after a meeting. It has two tabs:</p>
<ul>
<li><strong>Upcoming meetings</strong>, where you prepare for upcoming calls</li>
<li><strong>Post-meeting actions</strong>, where you review meeting recaps and suggested CRM updates after a call</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/meetings%20main%20screen.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you don’t see the <strong>Meetings</strong> screen, ask your admin to enable Nova and assign you a seat.</div>
<p style="text-align: justify">If a meeting you expect to see isn’t showing up, check your <a href="#manage-meeting-sync-settings">meeting sync settings</a> below. If you’ve turned off <strong>Include meetings without a linked deal, person, or organization</strong>, confirm the attendee’s email address is saved as a contact in Pipedrive.</p>
<p style="text-align: justify">Open an upcoming meeting to view an AI-generated briefing with relevant context for your call. Depending on the available data, the briefing can include:</p>
<ul>
<li>Deal context based on notes and recent activity</li>
<li>Organization background (if an organization brief is available)</li>
<li>Contact briefs for CRM attendees</li>
<li>A preparation checklist highlighting recent activity</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PreCard.jpg" alt=""></figure>
<p style="text-align: justify">You can customize meeting briefings from the deal overview. In the <strong>Customize brief</strong> panel, add free-form instructions, and Nova will generate a custom briefing section for all upcoming meetings linked to that deal.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20meeting%20prep%20-%20deal%20overview%20panel.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Custom instructions apply to all future meetings linked to the deal, not just a single meeting.</div>
<hr>
<h2 id="manage-meeting-sync-settings" style="text-align: justify">Manage meeting sync settings<a name="manage-meeting-sync-settings"></a></h2>
<p style="text-align: justify">Not every calendar event or Pipedrive activity is meant to show up in Nova. Four independent settings decide which ones do. A meeting or activity has to satisfy all four criteria to appear on Nova.</p>
<p style="text-align: justify">Open these settings from <strong>Settings &gt; Meeting and activity syncing</strong>, under <strong>Meeting sync rules</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/meeting%20and%20activity%20syncing.png" alt=""></figure>
<ul><li><p style="text-align: justify"><strong>Include meetings without a linked deal, person, or organization:</strong> On by default. Turn this off, and only meetings already linked to a contact, deal, or organization in your CRM will appear.</p></li><li><p style="text-align: justify"><strong>Include meetings without a video link:</strong> On by default. Turn this off, and only meetings with a video-conferencing link (Google Meet, Zoom, or Microsoft Teams) will appear.</p></li><li><p style="text-align: justify"><strong>Include meetings without participants:</strong> Off by default. Turn this on to also include meetings with no attendees other than you.</p></li><li><p style="text-align: justify"><strong>Include meetings without external participants:</strong> Off by default. Turn this on to also bring in meetings that only include people from your own company.</p></li></ul>
<p style="text-align: justify">If you change any of these settings, Nova automatically rechecks your upcoming meetings: those that no longer qualify are removed, and those that now qualify are added. Past meetings aren’t affected. </p>
<div class="support-note success primary"><strong>Note:</strong> Calendar events titled “Home,” “Office,” “Out of office,” or “Lunch” are always excluded, regardless of these settings.</div>
<hr>
<h2 style="text-align: justify">Manage consent<a name="manage-consent"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> These settings apply whether you use the <strong>AI Notetaker bot</strong> or the <strong><a href="https://support.pipedrive.com/article/nova-companion" target="_blank" rel="noreferrer noopener">Nova Companion desktop app</a></strong>. The only difference is where participants see the notice: in the meeting chat for the bot or as an in-app prompt in the desktop app.</div>
<p style="text-align: justify">Before transcribing a meeting, make sure you’ve obtained any required consent under applicable laws and your organization's policies.</p>
<p style="text-align: justify">Only enable auto-join, invite the <strong>AI Notetaker</strong>, or start recording with the <strong>Nova Companion desktop app</strong> after you’ve met your consent obligations.</p>
<p style="text-align: justify">Your participant notice settings apply the same way to both: with the AI Notetaker, participants see a message in the meeting chat; with the desktop app, you’ll see the same notice as an in-app prompt when you join the call.</p>
<p style="text-align: justify">See Transcribe meetings with the AI Notetaker and Record meetings with the Nova Companion desktop app below for details on how each one works.</p>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> Recording laws vary by jurisdiction. In some regions (including certain US states such as California, Illinois and Pennsylvania, as well as several EU member states), <strong>everyone participating in a conversation must consent to recording</strong>. In others, only one party’s consent is required.<div class="support-note warning">Recording may also be subject to your organization’s internal policies. As the meeting organizer, you’re responsible for complying with applicable laws and policies and respecting participants’ preferences.</div></div>
<p style="text-align: justify">Participant notices are disabled by default. You can manage them from <strong>Settings &gt; Participant notice</strong>.</p>
<p style="text-align: justify">Under the <strong>Notice method</strong>, you can choose how meeting participants are notified about meeting transcription.</p>
<h3 style="text-align: justify">No automatic alerts<a name="no-automatic-alerts"></a></h3>
<p style="text-align: justify">Choose this option if you’ll notify participants and obtain any required consent outside of Nova.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20no%20alerts.png" alt=""></figure>
<p style="text-align: justify">When this option is selected, Nova doesn’t send automatic alerts before the meeting.</p>
<p style="text-align: justify">When the meeting starts, Nova posts a message in the meeting chat (Google Meet, Zoom or Microsoft Teams, where supported) indicating that transcription is in progress.</p>
<h3 style="text-align: justify">Alert with an opt-out<a name="alert-with-an-opt-out"></a></h3>
<p style="text-align: justify">Use this option if you want Nova to notify participants before the meeting and provide an easy way for them to opt out of transcription.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20alert%20opt%20out.png" alt=""></figure>
<p style="text-align: justify">Participants receive an email notification before the meeting. You can choose when the email is sent.</p>
<p style="text-align: justify">Participants can opt out of recording or transcription. The meeting host is responsible for honoring participants’ preferences.</p>
<h3 style="text-align: justify">Require consent<a name="require-consent"></a></h3>
<p style="text-align: justify">Use this option if you want Nova to notify participants before the meeting and collect their transcription consent preferences.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20require%20consent%201.png" alt=""></figure>
<p style="text-align: justify">Before the meeting, participants can either consent to transcription or opt out.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20consent%20email.png" alt=""></figure>
<p style="text-align: justify">Their responses are collected and displayed in Nova. The meeting host is responsible for honoring participants’ preferences.</p>
<h3 style="text-align: justify">Notify participants<a name="notify-participants"></a></h3>
<p style="text-align: justify">You can notify participants in two ways:</p>
<p style="text-align: justify"><strong>Automatic email:</strong> Nova can send consent emails automatically before the meeting. By default, they’re sent 24 hours before the meeting, but you can change the timing in the <strong>Auto-send notification email</strong> dropdown.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20auto%20send%20email.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Notification emails require an email address listed in the contact’s details.</div>
<p style="text-align: justify"><strong>Shareable consent link:</strong> You can also enable a custom opt-out link.</p>
<p style="text-align: justify">When enabled, each meeting includes a unique consent link. Open the meeting’s consent status and click <strong>”</strong><strong>Copy consent link<strong>”</strong></strong> to share it with participants instead of using the automatic email.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/consent%20status-copy%20consent%20link.png" alt=""></figure>
<p style="text-align: justify">Only invited meeting participants can use the link to submit their consent preference.</p>
<h3 style="text-align: justify">Consent status on meeting cards<a name="consent-status-on-meeting-cards"></a></h3>
<p style="text-align: justify">The consent status is displayed as an inline label on upcoming meeting cards. The label shows which participants have declined or haven’t responded yet.</p>
<p style="text-align: justify">Click <strong>“Send reminder”</strong> to rerequest consent from participants with <strong>pending</strong> status.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/consent%20status-send%20reminder.png" alt=""></figure>
<p style="text-align: justify">As attendees submit their responses by email or through the shareable link, these statuses update automatically.</p>
<hr>
<h2 style="text-align: justify">Transcribe meetings with the AI Notetaker<a name="transcribe-meetings-with-the-ai-notetaker"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Before enabling auto-join or inviting the AI Notetaker, make sure you’ve set up consent notices. See ”<strong>Manage consent”</strong> section above.</div>
<p style="text-align: justify"><strong>Nova’s AI Notetaker</strong> joins your <strong>Google Meet</strong>, <strong>Zoom</strong> or <strong>Microsoft Teams</strong> meetings as a visible participant to automatically transcribe them.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/admit%20notetaker.png" alt=""></figure>
<p style="text-align: justify">The AI Notetaker joins as a visible participant and, once admitted to the meeting, it begins transcribing automatically. After the meeting ends, you can review the transcript and follow-up actions in the Nova web app.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/notetaker%20has%20started%20transcribing.png" alt=""></figure>
<h3 style="text-align: justify">Choose how the AI Notetaker joins your calls<a name="choose-how-the-ai-notetaker-joins-your-calls"></a></h3>
<p style="text-align: justify">You choose how the AI Notetaker joins your calls in <strong>Settings &gt; Meeting Notetaker</strong>. Under <strong>Choose how it joins</strong>, pick one of two options:</p>
<ul>
<li><strong>Auto-join:</strong> The AI Notetaker joins your meetings automatically as a visible participant. This is the recommended option and is selected by default.</li>
<li><strong>Manually invite notetaker:</strong> The AI Notetaker joins only when you invite it.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/how%20it%20joins.png" alt=""></figure>
<h3 style="text-align: justify">Join and transcribe a meeting<a name="join-and-transcribe-a-meeting"></a></h3>
<p style="text-align: justify">With <strong>Auto-join</strong> enabled, the AI Notetaker attempts to join approximately two minutes before the scheduled meeting start time, even if you haven’t joined yet.</p>
<p style="text-align: justify">If you choose to <strong>manually</strong> invite the notetaker, click <strong>”</strong><strong>Invite AI Notetaker<strong>”</strong></strong> on the meeting card.</p>
<p style="text-align: justify">If you invite it before the scheduled start time, it joins immediately. If it leaves the meeting or doesn’t join successfully, you can update or add the meeting link while the meeting is still in progress to have it rejoin.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ai%20notetaker.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> When you add a meeting URL manually, Nova only accepts full working URLs (starting with <kbd class="keyboard-input">http://</kbd>) from supported providers such as Google Meet, Zoom and Microsoft Teams.</div>
<p style="text-align: justify">If a participant doesn’t want the call transcribed, the meeting host is responsible for honoring that request and can remove the AI Notetaker bot from the call at any time to stop the transcription. See <strong>”Manage consent”</strong> above to set up consent notices.</p>
<h3>Record meetings with the Nova Companion desktop app<a name="record-meetings-with-the-nova-companion-desktop-app"></a></h3>
<p style="text-align: justify">Instead of the AI Notetaker bot, you can use the <strong>Nova Companion</strong> desktop app to record meetings directly from your computer, with no bot joining the call. You can download it for Mac or Windows from <strong>Settings &gt; Meeting Notetaker</strong>.</p>
<p style="text-align: justify">For setup, permissions, and how to record a meeting, see <a href="https://support.pipedrive.com/article/nova-companion" target="_blank" rel="noreferrer noopener">Pipedrive Nova: Companion desktop app</a>.</p>
<hr>
<h2 style="text-align: justify">Review post-meeting actions<a name="review-post-meeting-actions"></a></h2>
<p style="text-align: justify">After a meeting is transcribed, Nova generates post-meeting actions based on the transcript. These appear in <strong>Meetings &gt; Post-meeting actions</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/post%20meeting%20actions%20highlight.png" alt=""></figure>
<p style="text-align: justify">Post-meeting actions might include:</p>
<ul>
<li>Meeting debrief with a summary, key takeaways, and recommended next steps</li>
<li>Suggested CRM updates</li>
<li>Meeting transcript</li>
</ul>
<p style="text-align: justify">Action items are personalized for you. When timestamps are available, click one to jump directly to that point in the transcript.</p>
<p style="text-align: justify">Nova can also save the meeting debrief as a note on the linked deal, person, or organization. If no record is linked, no note is created.</p>
<p style="text-align: justify">If you recorded a call outside Nova, you can upload a transcript from <strong>Meetings &gt; Post-meeting actions</strong>. Supported file types are <kbd class="keyboard-input">.txt</kbd>, <kbd class="keyboard-input">.pdf</kbd> and <kbd class="keyboard-input">.docx</kbd>.</p>
<hr>
<h2 style="text-align: justify">Review and update CRM data<a name="review-and-update-crm-data"></a></h2>
<p style="text-align: justify">Nova suggests CRM updates based on your meeting transcript. Suggestions appear in the <strong>CRM update</strong> tab, where you can review each change before saving it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/crm%20update.png" alt=""></figure>
<p style="text-align: justify">Suggestions can include updates for:</p>
<ul>
<li>Deal fields, including custom fields and labels</li>
<li>Person fields, including custom fields, phone numbers and email addresses</li>
<li>Organization fields, including custom fields and labels</li></ul>
<p style="text-align: justify">Nova shows the current Pipedrive value next to the suggested value. If the value in Pipedrive changes after Nova creates the suggestion, Nova flags the field so you can review the difference before applying the update.</p>
<p style="text-align: justify">You can sync suggested changes selectively. Once a field is saved, it stays visible as read-only and the card action changes to <strong>“Review”</strong>.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> <strong>Nova</strong> only generates CRM update suggestions from meeting transcripts. Synced emails are not used as a source for suggested CRM updates.</div>

Pipedrive Nova: meetings

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Prepare for meetings

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Manage meeting sync settings

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No automatic alerts

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Alert with an opt-out

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Require consent

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Notify participants

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Consent status on meeting cards

Manage consent

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Choose how the AI Notetaker joins your calls

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Join and transcribe a meeting

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Record meetings with the Nova Companion desktop app

Transcribe meetings with the AI Notetaker

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Review post-meeting actions

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Review and update CRM data

Pipedrive Nova: Companion desktop app

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Supported operating systems

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Before you begin

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What kind of meetings can I transcribe?

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Installing it on macOS

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Installing it on Windows

Download and install Nova Companion

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Signing in

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On macOS

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On Windows

Granting permissions

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Define how participants are notified of transcription

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Join and transcribe your first meeting

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General

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Reminders

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Meeting capture

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You’re all set

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Pipedrive <strong>Nova</strong> is currently available in English for selected users. If you don’t have access yet, ask your company admin to enable Nova and assign you a seat. To use Nova in other languages, join the waitlist to express your interest.</div>
<p style="text-align: justify">Before you can use <strong>Pipedrive <a href="https://support.pipedrive.com/article/nova" target="_blank" rel="noreferrer noopener">Nova</a></strong>, you’ll need to complete a short setup. Your Pipedrive admin must first enable Nova and assign you a seat. Then, you’ll connect your Google accounts and configure a few settings.</p>
<p style="text-align: justify">This article explains how to:</p>
<ul><li>Complete the Nova setup wizard</li><li>Connect Gmail and Google Calendar</li><li>Enable the required Nova permissions</li><li>Choose which Pipedrive activities sync to Nova</li></ul>
<hr>
<h2>Enable Nova permissions<a name="enable-nova-permissions"></a></h2>
<p style="text-align: justify">Before you can set up Nova, your company <a href="https://support.pipedrive.com/article/users" target="_blank" rel="noreferrer noopener">admin</a> must enable access. Access to Pipedrive Nova depends on two requirements:</p>
<ul><li>Nova is <strong>enabled</strong> for your company.</li><li>A Nova <strong>seat</strong> has been assigned to you.</li></ul>
<p style="text-align: justify">Admins manage both in <strong>Settings &gt; Manage users &gt; Users and access</strong>, where they can enable Nova for the company and assign seats to users.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/permissions%20nova%20setup.gif" alt=""></figure>
<p style="text-align: justify">After enabling Nova or assigning a seat, click <strong>“Confirm”</strong> in the confirmation dialog.</p>

<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%201%20%283%29.png" alt=""></figure>
<p style="text-align: justify">To remove a user’s access, clear the checkbox for the same permission.</p>
<p style="text-align: justify">Once your admin enables Nova and assigns you a seat, Nova becomes available in your Pipedrive account.</p>
<p style="text-align: justify">Regular users can’t enable Nova or assign seats. If you don’t have access yet, open Nova and click <strong>“Request access”</strong> to send an email request to your admins.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%202.png" alt=""></figure>
<p style="text-align: justify">Nova uses a single permission set that grants access to all Nova features. Individual Nova permissions can’t be enabled or disabled separately.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Pipedrive Nova requires access to the deals app. Removing a user’s Nova permission also removes their access to Nova.<br></div>
<hr>
<h2>Set up Nova<a name="set-up-nova"></a></h2>
<p style="text-align: justify">The first time you open Nova, a setup wizard guides you through connecting your accounts and configuring your settings. You <strong>must</strong> complete the required setup before you can use Nova.</p>
<p style="text-align: justify">Click <strong>“Get started”</strong> to begin.</p>
<p style="text-align: justify">During the setup wizard, you’ll:</p>
<ul><li>Read and accept Nova’s <strong>Terms of Use</strong> (required)</li><li>Review your AI Notetaker settings. Auto-join is enabled by default for new users, and you can change how the AI Notetaker joins your meetings later in <strong>Settings &gt; Meeting Notetaker</strong></li><li>Connect your Gmail account (optional, but recommended). You can skip this step and connect your account later.</li><li>Connect your Google Calendar (optional, but recommended). You can also skip this step and connect it later.</li></ul>
<hr>
<h2>Connect Gmail and Google Calendar<br><a name="connect-gmail-and-google-calendar"></a></h2>
<p style="text-align: justify">After completing the setup wizard, you can manage your connected accounts in <strong>Settings &gt; Connections</strong>.</p>
<h3 style="text-align: justify">Gmail<a name="gmail"></a></h3>
<p style="text-align: justify">Even if Gmail is already synced with Pipedrive, Nova still requires its own connection to your Gmail account.</p>
<p style="text-align: justify">Nova reads your emails in real time to generate meeting briefings. This requires different permissions from Pipedrive’s standard email sync, so connecting Gmail to Nova is a separate step.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%2010.png" alt=""></figure>
<h3 style="text-align: justify">Google Calendar<a name="google-calendar"></a></h3>
<p style="text-align: justify">If your Google Calendar is already synced with Pipedrive, you don’t need to connect the same calendar to Nova. Your calendar events are already available in Nova through Pipedrive.</p>
<p style="text-align: justify">If you prefer, you can connect Nova to a different Google Calendar.</p>
<p style="text-align: justify">Nova only reads your calendar to help prepare you for meetings. It doesn’t create, edit or delete calendar events.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%2011.png" alt=""></figure>
<h3 style="text-align: justify">Choose which activities sync to Nova<a name="choose-which-activities-sync-to-nova"></a></h3>
<p style="text-align: justify">Choose which Pipedrive activity types Nova treats as meetings in <strong>Settings &gt; Synced activities</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%209.png" alt=""></figure>
<p style="text-align: justify">When you save your changes, newly selected activity types appear in <strong>Meetings</strong>, while deselected types are removed. Your preferences remain in effect until you change them.</p>
<p style="text-align: justify">Once you’ve connected your accounts and completed the required setup, you’re ready to start preparing for meetings and using the AI Notetaker. Learn more in <strong>Meetings with Nova</strong>.</p>
<hr>
<h2 style="text-align: justify">Customize Nova’s AI settings<a name="customize-nova-s-ai-settings"></a></h2>
<p style="text-align: justify">You can customize how Nova works with your CRM data and how it generates meeting summaries in <strong>Settings &gt; AI settings</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%203.png" alt=""></figure>
<h3 style="text-align: justify">Choose and customize data fields<a name="choose-and-customize-data-fields"></a></h3>
<p style="text-align: justify">In the <strong>Data fields</strong> tab, choose which deal, person and organization fields Nova can suggest updates for, and customize how it interprets each field.</p>
<p style="text-align: justify">Use the toggle next to each field to enable or disable CRM update suggestions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%204.png" alt=""></figure>
<p style="text-align: justify">Click a field to open its instructions. There, you can tell Nova how to extract or format the field’s value. For example, how to interpret currency amounts or where to find an expected close date.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%205.png" alt=""></figure>
<p style="text-align: justify">After editing a field’s instructions, click <strong>“Save”</strong> to apply your changes or <strong>“Cancel”</strong> to discard them.</p>
<h3 style="text-align: justify">Set summary preferences<a name="set-summary-preferences"></a></h3>
<p style="text-align: justify">In the <strong>Summary preferences</strong> tab, customize how Nova generates meeting summaries. These settings apply to all future meetings.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%206.png" alt=""></figure>
<p style="text-align: justify">Nova generates two types of summaries:</p>
<ul><li><strong>Pre-meeting brief</strong> – the briefing Nova generates before a meeting</li><li><strong>Post-meeting summary</strong> – the recap Nova generates after a meeting</li></ul>
<p style="text-align: justify">For each summary type, you can add custom instructions describing the focus, key topics or information to exclude. These instructions apply to all future briefs or summaries and replace Nova’s default instructions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%207.png" alt=""></figure>
<p style="text-align: justify">For post-meeting summaries, you can also choose:</p>
<ul><li><strong>Tone:</strong> Professional, Friendly or Formal</li><li><strong>Length:</strong> Concise, Regular or Detailed</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20setup%208.png" alt=""></figure>
<p style="text-align: justify">Click <strong>“Save preferences”</strong> to apply your changes or <strong>“Reset to default”</strong> to restore Nova’s default summary style.</p>

Pipedrive Nova: set up

enable-nova-permissions

Enable Nova permissions

set-up-nova

Set up Nova

connect-gmail-and-google-calendar

gmail

Gmail

google-calendar

Google Calendar

choose-which-activities-sync-to-nova

Choose which activities sync to Nova

Connect Gmail and Google Calendar

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Choose and customize data fields

set-summary-preferences

Set summary preferences

Customize Nova’s AI settings

<div class="support-note success primary"><strong>Note:</strong> Pipedrive Nova is currently available in English for selected users. If you don’t have access yet, ask your company admin to enable Nova and assign you a seat. To use Nova in other languages, join the waitlist to express your interest.</div>
<p style="text-align: justify"><strong>Pipedrive Nova</strong> helps you prepare for meetings, transcribe conversations, and review follow-up actions all from one place. By automating meeting preparation and CRM updates, Nova reduces manual work so you can focus on building customer relationships and closing deals.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img class="vidyard-player-embed" src="https://play.vidyard.com/peM5nTqPiGgAXK6qokeghf.jpg" alt=""></figure>
<p style="text-align: justify">Before each meeting, Nova generates an AI-powered briefing using your CRM data, emails, calendar, and recent activity. During the meeting, the <strong>AI Notetaker</strong> joins as a visible participant to transcribe the conversation. After the meeting, Nova generates a summary, identifies follow-up actions, and suggests CRM updates for you to review before saving.</p>
<p style="text-align: justify">With Pipedrive Nova, you can:</p>
<ul><li>Prepare for meetings with AI-generated briefings</li><li>Transcribe meetings automatically with the AI Notetaker</li><li>Review post-meeting summaries, action items and suggested CRM updates</li><li>Manage participant consent for meeting transcription</li><li>Share feedback to help improve Nova’s suggestions</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/meetings%20main%20screen.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What Nova does<a name="what-nova-does"></a></h2>
<p style="text-align: justify">Nova supports every stage of the meeting lifecycle, from preparation and transcription to post-meeting follow-up. Here’s an overview of what you can do with Nova.</p>
<h3 style="text-align: justify">Prepare for meetings<a name="prepare-for-meetings"></a></h3>
<p style="text-align: justify">Before a meeting, Nova generates an AI-powered briefing using deal context, organization information, contact history, and recent activity from your Pipedrive CRM, helping you arrive prepared.</p>
<h3 style="text-align: justify">Transcribe meetings<a name="transcribe-meetings"></a></h3>
<p style="text-align: justify">Nova’s AI Notetaker joins your Google Meet, Zoom, or Microsoft Teams meetings as a visible participant to automatically transcribe them.</p>
<h3 style="text-align: justify">Review post-meeting actions<a name="review-post-meeting-actions"></a></h3>
<p style="text-align: justify">After a meeting, Nova generates a summary, identifies follow-up actions, and suggests CRM updates for you to review before applying.</p>
<h3 style="text-align: justify">Manage participant consent<a name="manage-participant-consent"></a></h3>
<p style="text-align: justify">Nova can notify participants that a meeting will be transcribed and allow them to provide or decline consent before the meeting.</p>
<p style="text-align: justify">For detailed instructions on these features, see <a href="https://support.pipedrive.com/article/nova-meetings" target="_blank" rel="noreferrer noopener">Meetings with Nova</a>.</p>
<hr>
<h2 style="text-align: justify">Where Nova fits into Pipedrive<a name="where-nova-fits-into-pipedrive"></a></h2>
<p style="text-align: justify">Nova opens in its own tab, separate from the main Pipedrive interface. It brings meeting preparation, transcripts, and AI-generated suggestions together in one workspace without changing how you manage your CRM.</p>
<p style="text-align: justify">Nothing Nova suggests is applied automatically. Suggested CRM updates and meeting debriefs are only saved to your deals, people, or organizations after you review and approve them. Until then, your existing CRM data remains unchanged.</p>
<p style="text-align: justify">You don’t need to choose between working in Pipedrive and Nova. Continue managing your pipeline and records in Pipedrive, then switch to Nova when you want to prepare for a meeting, review a transcript, or apply AI-generated suggestions.</p>
<hr>
<h2 style="text-align: justify">Give feedback<a name="give-feedback"></a></h2>
<p style="text-align: justify">Your feedback helps improve Nova. Throughout Nova, you can rate AI-generated content using the <strong>thumbs-up</strong> and <strong>thumbs-down</strong> controls. Feedback is available for features such as pre-meeting briefings, post-meeting summaries, and CRM update suggestions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nova%20meetings%20dashboard%20-%20feedback%20this%20was%20helpful.png" alt=""></figure>
<p style="text-align: justify">To submit more detailed feedback, click your username in Nova and select <strong>“Share feedback.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/share%20feedback%20button.png" alt=""></figure>
<p style="text-align: justify">You can include additional details when submitting feedback. Your input helps the Pipedrive team improve Nova and its AI-generated suggestions over time.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/tell%20us%20how%20to%20improve.png" alt=""></figure>

Knowledge Base

Pipedrive Nova

Pipedrive Nova

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