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Record and summarize a meeting

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This guide shows you how to record a meeting and get an AI-generated writeup. See Meetings and transcription for how it works.

  • Wait for the speech model, then restart the server. A normal boot force-installs the selected ASR model (Parakeet TDT 0.6B v3, the multilingual default, about 600 MB) in the background. The server resolves the model once at boot, so the first run still has no recording ops until you restart. Without a model on disk, recording fails with Could not start recording on the host: …. To pick a different build, go to Settings → Server → Voice & meeting models — that also needs a restart.
  • Grant microphone permission when your OS asks on the first record.
  • On macOS 14.4+, system audio is captured with Core Audio process taps — no driver to install, but the OS asks a second time for an audio capture permission. That is not Screen Recording and it never lights the screen-recording indicator. Denying it fails the start with System-audio capture permission denied. Below macOS 14.4 there is no system-audio capture.
  • On Linux, parecord (pulseaudio-utils) or pw-record (pipewire) must be on the PATH — capture spawns one of them against a PipeWire/PulseAudio monitor source. Without either the start fails with No system-audio capture tool found.
  1. Open Meetings in the sidebar.
  2. Click Record meeting. The live recording HUD opens at /meetings/record.

Recording starts immediately and captures your microphone plus the system output audio — the other participants. There is no mode prompt and no audio-source picker: the in-person single-mic mode exists in the API but has no UI today.

In the browser, the same flow works, with one difference: the “system audio” is a screenshare that must include an audio track. Share a browser tab (or your whole screen) and enable “Share tab audio” / “Share system audio” in the picker. Safari and Firefox and full-screen sharing on macOS, often cannot supply one.

The HUD shows a level meter, the elapsed time and a live transcript building up on one side.

  • Take rough notes in the notes pane. They’re saved as you type and handed to the summary agent later, so jot down anything the transcript might miss.
  • Pick the note template in the Active template row. It shapes this meeting’s summary and is captured with the recording, so a later re-run reproduces the template you chose here.
  • Pause and resume with the pause control. Transcription stops while paused and the timer freezes.
  • The transcript streams in speaker-tagged: your words as You, everyone on the call as Others — until diarization splits Others into Person 1, Person 2, … which you can rename.
  1. Click Stop & summarize.
  2. Control Center takes you straight to the meeting’s detail view, marked processing: diarization splits the remote channel into individual speakers and the meeting_summary pipeline generates the writeup.
  3. The meeting flips to done once that pipeline finishes. You don’t have to wait on it — the detail view updates itself.

The meeting detail (/meetings/:meetingId) has four tabs:

Tab What’s there
Notes The AI summary and enhanced notes, built from your rough notes + the transcript
Transcript The full speaker-tagged transcript with timestamps
Action items Extracted to-dos, each with an optional owner
Decisions Decisions captured during the call

From here you can:

  • Rename speakers: change Person 1 to a real name; it applies across the transcript.
  • Check off action items as you complete them.
  • Create ticket from an action item: this files a new, unassigned ticket titled with the action item and links it back to the row. Assign it to an agent from the ticket itself (see Delegate work to agents).
  • Re-run summary for a fresh pass (for example after renaming speakers). It reuses the template captured when the meeting was recorded. Pick the active template at Settings → Workspace → Meetings.

Editing notes, the title, action items and decisions works everywhere. Re-run summary and cancelling a processing meeting are desktop-only — in the browser both buttons do nothing.

If you’ve connected a calendar, you can skip the manual start. This is desktop-only; the web client refuses it.

  1. Open the event from Calendar.
  2. Click Start recording & link.

The recording is seeded with the event’s title and linked back to it, so the notes and the calendar entry stay connected.