> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting recorder

> Auto-joins your Zoom, Meet, and Teams calls. Records, transcribes, summarizes, and updates the linked opportunity.

The Octolane notetaker joins your calls automatically, records them, generates a structured recap, and pushes everything. Transcript, action items, AI field updates. Onto the linked account, contact, and opportunity.

## How it works

1. The bot accepts every calendar invite that matches your auto-record rules.
2. It joins the call at start time and records the full session.
3. After the call, you get a transcript, a recap (TL;DR, key discussion points, decisions, action items), and speaker analytics. Usually within a few minutes.
4. Action items become tasks. AI fields on the opportunity update from what was said. Everything attaches to the timeline.

## Auto-record rules

Pick one mode in [Settings → Meeting Intelligence](https://www.octolane.com/settings/meeting-intelligence):

* **All meetings**. Record every meeting with a conference link.
* **External meetings**. Record only meetings with at least one outside attendee. (Most common for founder-led sales.)
* **Meetings I manually invite**. The bot only joins when you explicitly add the notetaker to the invite.

You can override per-meeting at any time.

## The meetings view

Every recorded call shows up in the Meetings view with:

* Meeting title and duration
* Linked accounts
* Participants (color-coded badges)
* Date

Filter, search, and sort like any other Octolane view. Open any meeting to see the full recap.

## What you get for every call

<AccordionGroup>
  <Accordion title="Video playback with speaker timeline">
    Full recording with a visual speaker timeline. See who talked when, and what percentage of the call each person held. Click any segment to jump to that moment.
  </Accordion>

  <Accordion title="Recap">
    A structured summary, regenerated on demand:

    * **TL;DR**. The call in 3–4 sentences
    * **Key discussion points**. Bulleted, organized by topic
    * **Decisions made**. Concrete outcomes
    * **Action items**. Pushed into Tasks, assigned to the right people
    * **Next steps**. What happens between now and the next touchpoint

    Hit **Generate** to re-run with updated context. Hit **Copy** to paste the recap anywhere.
  </Accordion>

  <Accordion title="Full transcript">
    Speaker-labeled, timestamped, searchable. Click any line to jump the video to that moment.
  </Accordion>

  <Accordion title="Contacts and Accounts tabs">
    Every participant and company on the call, auto-linked. New people from the call become Contacts; new companies become Accounts.
  </Accordion>

  <Accordion title="AI field updates on the opportunity">
    Any AI field on the linked opportunity refreshes from what was said. Decision maker, budget, timeline, blockers, next step. Updates show up in the [approval queue](/ai/approvals) (or apply automatically if auto-approve is on).
  </Accordion>

  <Accordion title="Ask anything about the call">
    Hit **Ask** to query the transcript in plain English: *"What objection did they raise about pricing?"* or *"What did Tiffany commit to send by Friday?"*
  </Accordion>

  <Accordion title="Share">
    Share recap or full recording with teammates, or generate a public link for an external prospect.
  </Accordion>
</AccordionGroup>

## Prompts to try with Ask

Click any meeting, hit **Ask**, and try these. Copy and paste:

```text Pull objections theme={"system"}
What objections did they raise, and how did we respond?
```

```text Surface commitments theme={"system"}
List everything I committed to send or do, with deadlines.
```

```text Surface their commitments theme={"system"}
List everything they committed to, and by when.
```

```text Draft the follow-up theme={"system"}
Draft a follow-up email summarizing this call and the next steps.
```

```text Score the call theme={"system"}
On a scale of 1–10, how likely is this deal to close? Cite specific moments from the call.
```

```text Compare to last call theme={"system"}
Compare this call to the previous one with the same account. What's changed?
```

```text Extract decision criteria theme={"system"}
What criteria did they say will drive their decision?
```

```text Find competitors mentioned theme={"system"}
Did they mention any competitors? What did they say about each?
```

## Supported platforms

Google Meet, Zoom, and Microsoft Teams.

## Setup

See [Setting up Google Calendar](/email-calendar/google-calendar-setup) for the calendar permissions the bot needs. Configure recording rules in [Settings → Meeting Intelligence](https://www.octolane.com/settings/meeting-intelligence).