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Octo can join supported meetings, create a transcript and recap, extract action items, and connect the result to the relevant records. Time: 3 minutes to configure Before you begin: Connect the calendar that contains your customer meetings.

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Choose your recording default

Open Settings → Meeting Intelligence and choose:
  • External meetings for the safest default for most sales teams
  • All meetings if internal pipeline and strategy calls should also be captured
  • Manual invite if you want to decide meeting by meeting
1

Select a default

Choose the option that matches what your team is comfortable recording.
2

Review the next eligible meeting

Confirm the meeting has a supported conference link and appears in Octolane.
3

After the meeting, open its recap

Review the transcript, summary, decisions, action items, and linked records.
4

Correct anything that is wrong

Reassign a speaker, edit a task, or adjust a linked record while the context is still fresh.
Recording expectations vary by company and location. Make sure your team follows its consent and privacy requirements.

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Check your work

The meeting should appear on the correct record timeline, with its recap and action items available to the team.

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Up next

Use AI Chat to ask a question and request an action.