Record and summarize a meeting
This guide shows you how to record a meeting and get an AI-generated writeup. See Meetings and transcription for how it works.
Before you start
Section titled “Before you start”- Install a speech model on the server, then restart it. Go to Settings → Server → Voice & meeting models and install one (Parakeet TDT 0.6B v3, the multilingual default, is about 600 MB). The server resolves the model once at boot, so a model installed while it is running does nothing until the next start. Without one, recording fails with
Could not start recording on the host: …— the recording ops are simply absent from the server. - 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) orpw-record(pipewire) must be on thePATH— capture spawns one of them against a PipeWire/PulseAudio monitor source. Without either the start fails withNo system-audio capture tool found.
Start a recording
Section titled “Start a recording”- Open Meetings in the sidebar.
- 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.
During the meeting
Section titled “During the meeting”- 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.
Stop and summarize
Section titled “Stop and summarize”- Click Stop & summarize.
- Control Center takes you straight to the meeting’s detail view, marked processing: diarization splits the remote channel into individual speakers and the
meeting_summarypipeline generates the writeup. - The meeting flips to done once that pipeline finishes. You don’t have to wait on it — the detail view updates itself.
Review the writeup
Section titled “Review the writeup”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 1to 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.
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.
Record straight from a calendar event
Section titled “Record straight from a calendar event”If you’ve connected a calendar, you can skip the manual start. This is desktop-only; the web client refuses it.
- Open the event from Calendar.
- 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.