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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.

  • 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) 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.

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.