> ## Documentation Index > Fetch the complete documentation index at: https://docs.connie.ai/llms.txt > Use this file to discover all available pages before exploring further. # Meetings > Record your Google Meet, Zoom and Microsoft Teams meetings, get transcripts and summaries, and approve the follow-up actions Connie suggests. Connect your calendar and Connie sends a notetaker (called "Connie Notetaker" by default) to your video meetings. After each meeting you get the recording, a transcript, a summary, insights such as talk ratio and key moments, and a list of suggested **action items**, such as a follow-up email or a new deal. You review them and approve the ones you want, and Connie carries them out. **Where:** left sidebar → **Inbox** → **Meetings** · `https://connie.ai//inbox?filter=meetings` **Settings:** **Settings** → **Calls** · `https://connie.ai//settings?tab=calls` (see [Workspace settings](/workspace/settings) for how to open Settings) "Calls" in Settings covers meeting recording. Phone calls you make with the dialer are a separate feature; see [Calls and the dialer](/inbox/calls-and-dialer). ## Connect your calendar Connecting a calendar lets the notetaker join meetings on it automatically. Only workspace **owners and admins** can finish this setup. Go to **Settings** → **Calls** → **Calendar connections**. (If nothing is connected yet, **Inbox → Meetings** also shows **Connect your calendar** with **Google calendar**, **Microsoft calendar** and **Connect Zoom** cards.) Next to **Google Calendar** or **Microsoft Outlook**, click **Connect** and approve calendar access in the window that opens. In **Calendars to record**, tick the calendars whose meetings can be recorded. Only your main calendar is ticked at first; use **Select all** to tick them all. At least one must stay ticked. You'll see "Calendar added to Calls — meetings imported." (or "Calendar connected — syncing your meetings…"). Connie imports your meetings for the next 28 days and books the notetaker for the ones your recording rules allow. **If you're asked a question while connecting:** * **"already connected"** — you already connected this calendar account for workflows. Click **Continue** to use it for meetings too, or **Connect a different account**. * **"Where should this calendar record?"** — this calendar already records into another workspace. Only one workspace can record a given calendar. Choose **Keep in** the other workspace, or **Record here**. ### Manage a connected calendar In **Settings** → **Calls**, click **Action** next to a calendar account: | Option | What it does | | - | - | | **Auto-record** | Turn automatic recording on or off for this calendar. | | **Resync** | Re-read the calendar now and book or move the notetaker. Use it when a meeting change didn't come through. You can resync each calendar once every 15 minutes. | | **Calendars** | Change which calendars on this account are recorded. | | **Rename** | Change the name shown in Connie. | | **Remove from Calls** | Stop recording this calendar. Its upcoming meetings are cancelled in Connie. The account stays connected for your workflows. | A calendar recorded by this workspace shows **Recording owner**. One recorded somewhere else shows "Recording in" plus the other workspace, with **Record here instead** (admins only). ### Zoom Under **Zoom connections**, click **Connect** to connect your Zoom account. This lets you start instant Zoom meetings with the notetaker from **Add meeting**. To make sure a Zoom meeting is recorded, have it on a connected Google or Outlook calendar (with the Zoom link in the event), or add it with **Paste Meeting URL**. ## Choose what gets recorded Go to **Settings** → **Calls**. Only owners and admins can change these settings; everyone else sees "You have read-only access. Only workspace admins can change settings." | Setting | Options | Default | | - | - | - | | **What to record** | **Record every meeting**, or **Record external meetings only** (meetings with at least one person who isn't a member of your workspace). Meetings you add yourself are always recorded. | Record every meeting | | **Bot display name** | The name people see when the notetaker joins. | Connie Notetaker | | **Show consent page** | Tell participants the meeting is being recorded. Connie posts the notice as a chat message in the meeting when the notetaker joins. | On | | **Consent message** | The text of that notice. | "This meeting is being recorded and transcribed for note-taking purposes." | | **Retention period** | How long recordings and transcripts are kept: 90 days, 1 year, 2 years or 3 years. Older ones are deleted automatically. | 2 years | | **Send recap email** | Email a recap when a meeting finishes processing. | On | | **Send to** | **Host** only, or also **Attendees**. | Host | ### Skip one meeting Put `[no_record]` (or `[no-record]` / `[norecord]`, any capitals) anywhere in the meeting's title in your calendar. The notetaker won't join, whatever your other settings are. ## How the notetaker joins The notetaker joins a meeting from your calendar automatically when **all** of these are true: 1. The calendar is connected in **Settings → Calls**, **Auto-record** is on, and the meeting is on a ticked calendar. 2. This workspace is the calendar's **Recording owner**. 3. The meeting has a Google Meet, Zoom or Microsoft Teams link. 4. The meeting is within the next 28 days. 5. **What to record** allows it. 6. The title doesn't contain `[no_record]`. 7. The meeting isn't cancelled. A meeting your rules skip shows **Excluded**. The notetaker joins at the start time. If your meeting has a waiting room or lobby, someone must let it in. When you move, cancel or change the link of a meeting in your calendar, Connie updates the notetaker automatically. If a change doesn't come through, use **Action → Resync**. ## Record a meeting yourself In **Inbox → Meetings**, click the **Add meeting** icon at the top of the list. | Option | What happens | | - | - | | **Google Meet** / **Zoom** | Connie creates a new meeting, sends the notetaker, and opens the meeting in a new tab. Zoom needs a connected Zoom account. If nobody joins within 15 minutes, the notetaker leaves. | | **Microsoft Teams** | Needs a Microsoft work or school account with Teams permission. Connie walks you through **Connect account** or **Give permission** if needed. | | **Paste Meeting URL** | Paste a link to any Zoom, Google Meet or Microsoft Teams meeting and click **Start recording**. You'll see "Recording started — the bot is joining the meeting". | Meetings you add yourself are always recorded, even with **Record external meetings only** turned on. ## Find a meeting **Inbox → Meetings** has three pills at the top of the list: * **Recent**: finished meetings, newest first (including ones that were missed or failed). * **Upcoming**: booked, joining, waiting to be let in, or live, soonest first. A meeting drops off this list 15 minutes after its start time if the notetaker hasn't joined. * **Actions**: meetings with action items you haven't dealt with yet. Cancelled meetings don't appear in either Recent or Upcoming. ### Meeting statuses | Status | Meaning | | - | - | | **Upcoming** | The notetaker is booked. | | **Joining** | The notetaker is joining. | | **In Waiting Room** | The notetaker is waiting to be let in. | | **Live** | Recording now. The transcript appears after the meeting ends. | | **Processing** | Connie is preparing the transcript and analysis. This can take a few minutes. | | **Complete** | Everything is ready. | | **Partial** | "Analysis partially completed. Some sections may be incomplete." | | **Failed** | "The recording bot encountered an error and could not complete the recording." | | **Cancelled** | The meeting was cancelled. | | **Consent Declined** | Everyone declined to be recorded, so nothing was recorded. | | **Removed** | Someone removed the notetaker from the meeting. Any partial transcript is kept. | | **Missed** | Nobody joined, or nobody let the notetaker in. | | **Excluded** | Your recording rules skipped this meeting. | ## Review a meeting Click a meeting in **Inbox → Meetings**. Use **Expand to full width** for more room, and **Share** to copy a link to the meeting. * **Summary**: what was discussed, **Participants** (the people who actually joined) and **Key topics**. If you've set up post-call instructions, the **Connie follow-up** card appears here too. * **Transcript**: the recording player (speed 0.5× to 2×) and a transcript labelled by speaker. Click a line to jump to that moment. **Copy transcript** copies it with timestamps. In full width you can add comments pinned to a point in the recording. * **Intelligence**: overall sentiment, filler words, questions asked, longest monologue, average response pause, competitors mentioned, a sentiment timeline, talk ratio, and up to 10 **Key moments** (such as Decision, Blocker, Pricing, Next steps or Objection). These are AI estimates. * **Meeting chat**: shown when people used the meeting's chat. * **Actions**: the suggested action items, with a count. ## Approve action items After a meeting is processed, Connie reads the transcript, checks your [Records](/records/overview), and suggests next steps. It first adds every outside attendee to People, so updates go to the right person instead of creating duplicates. You get a notification: "Action items ready". Connie can suggest: * **Send email** * **Create person** / **Update person** * **Create company** / **Update company** * **Create deal** / **Update deal** * **Create task** / **Update task** Open the meeting and go to **Actions**, or use the **Actions** pill to find meetings with items waiting. Click an item to open it. For an email, choose the mailbox under **From email** and edit To, Cc, Bcc, Subject and the message. For an update, check the record it's updating. Your edits save automatically, and the item shows its credit cost. Click **Approve** (or **Send email** for an email, **Save & approve** for an update). Approving runs the action straight away; the button shows "Working…" while it runs. * **Mark as complete** (the checkbox) marks an item done without running it. * The trash icon (**Delete action**) declines an item. Click **Undo** to bring it back. * If one item depends on another that hasn't been created yet, Connie asks "Approve before its dependency?". Approve the other item first, or click **Approve anyway**. * Once an action has run, it shows "View only — this action has already run". ## Recap email When **Send recap email** is on, Connie emails a recap once the meeting's action items and key moments are ready. * **Subject:** "Recap —" followed by the meeting title. * **Sent from:** Connie's own email address, not your mailbox. * **Contents:** the summary, up to 5 key moments and up to 8 action items. Workspace members also get links to the meeting's key moments and action items. External attendees get the recap only, with no action items and no links. * **Who gets it:** set **Send to** to **Host** (the default) or tick **Attendees**. ## Post-call instructions Post-call instructions are your own standing orders that Connie carries out after every meeting you attended, for example "Update the deal stage and draft a thank-you email". They're personal: only you can see your instructions and what Connie did. Go to **Settings** → **Calls** → **Post-call instructions** and write what Connie should do (up to 4,000 characters). Then turn on **Run after my calls**. It runs once per call, after the call finishes processing. Under **Email from**, pick the mailbox Connie writes and sends email from. Turn on **Email attendees without asking** to let Connie email the meeting's external attendees from that mailbox. Otherwise it writes drafts. After saving you'll see "Version" and a number, with "Changes apply to calls that finish after you save." The result appears on the meeting's **Summary** tab as the **Connie follow-up** card, with a status (Running, Waiting for your approval, Completed, Partly completed, Failed, Stopped or Skipped) and **Stop** / **Run again** buttons. What a follow-up can and can't do: * It updates Records and writes drafts on its own. * It sends at most one email per follow-up, to an attendee of the call. That email doesn't use your credits. * It never messages anyone on another channel or changes anything in another app. * It skips any step that would cost credits, need your approval, need a connection or need a choice. The card tells you what was skipped. ## Good to know * **Who can do what:** * Connect calendars and change **Settings → Calls**: workspace owners and admins. * **Resync** a calendar: admins, or the member who connected it. * Record a meeting with **Add meeting**, view meetings and approve action items: any member. * Post-call instructions: each member for themselves (not guests). * **Credits:** * Processing a recorded meeting (transcript, summary, insights and action items) costs **1 credit per meeting**, whatever its length. If processing fails, the credit is refunded. Clicking **Reanalyze** doesn't charge again. * Approving a **Send email** action costs 1 credit. Approving person, company, deal and task actions is free. * Post-call instruction follow-ups don't use your credits. * See [Credits](/billing/credits). * **Plans:** meeting recording is available on every plan. * **Language:** meetings are transcribed in English only. Summaries, insights, action items and recaps are in English too, and speech in other languages won't transcribe correctly. * **Limits:** meetings are booked up to 28 days ahead. The notetaker waits about 20 minutes in a waiting room before giving up. Recordings are kept for your **Retention period** (90 days to 3 years). * **Not available:** a live transcript during the meeting, a **Stop recording** button, and exporting a meeting. * **Restricted Google Meet meetings:** the notetaker joins signed in to a Google account, so it shows that account's name instead of your **Bot display name**. ## Troubleshooting **Why:** one of the conditions in [How the notetaker joins](#how-the-notetaker-joins) wasn't met. Common causes: **Auto-record** is off, the meeting is on a calendar that isn't ticked, the event has no meeting link, another workspace records this calendar, **Record external meetings only** is on and everyone is from your workspace, or `[no_record]` is in the title. **Fix:** check **Settings → Calls** (**Auto-record**, **Calendars**, the **Recording owner** badge and **What to record**), then click **Action → Resync**. For a meeting happening now, use **Add meeting → Paste Meeting URL**. **Why:** the meeting has a waiting room or lobby. **Fix:** admit the notetaker from the meeting. If nobody lets it in within about 20 minutes, the meeting ends as **Missed** and you get "Call was not recorded". **Why:** the Zoom link was missing its password, or the meeting requires registration or sign-in. **Fix:** use the full invite link (including the part after `?pwd=`) and remove the registration requirement. **Why:** nobody spoke, the audio didn't reach the notetaker, or the meeting wasn't in English (meetings are transcribed in English only). **Fix:** there's nothing to reprocess. Check that participants weren't muted for the whole meeting. **Why:** the analysis didn't finish. **Fix:** click **Reanalyze**. You won't be charged again. **Why:** processing usually takes a few minutes. If your workspace ran out of credits, the meeting isn't processed. **Fix:** check your balance and [add credits](/billing/top-ups). If it's still stuck, contact [support](/help/contact-support). **Why:** connecting calendars for recording and changing **Settings → Calls** is limited to owners and admins. **Fix:** ask a workspace admin. **Why:** instant Google Meet meetings aren't set up for your workspace. **Fix:** use **Paste Meeting URL** with a Meet link, and contact [support](/help/contact-support). **Why:** instant Teams meetings only work with a Microsoft work or school account that has Teams permission. Some companies also need IT approval ("Your IT admin needs to approve Teams meetings."). **Fix:** click **Give permission**, ask your IT admin, or paste a Teams link with **Paste Meeting URL**. **Why:** a **Send email** action needs a connected mailbox to send from. **Fix:** click **Connect Gmail** or **Connect Outlook**, or [connect a mailbox](/inbox/connect-accounts). If you have several, pick one under **From email**. **Why:** the workspace doesn't have enough credits for this action. **Fix:** [add credits](/billing/top-ups) and approve it again. **Why:** **Send to** is set to **Host** by default. **Fix:** an admin can tick **Attendees** in **Settings → Calls**. More fixes: [Inbox troubleshooting](/inbox/troubleshooting#meetings). ## Related * [Inbox](/inbox/overview) — where meetings, calls and conversations live * [Calls and the dialer](/inbox/calls-and-dialer) — make phone calls from Connie * [Workspace settings](/workspace/settings) — every Settings tab * [Credits](/billing/credits) — what uses credits * [Notifications](/notifications/overview) — "Action items ready" and other alerts This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.