A practical guide to preparing, recording, reviewing, and following up on meetings.
Preparation is optional. Open the recorder, allow microphone access, and select Start recording.
Search for a page, feature, or problem.
The navigation follows the same before, during, and after-meeting workflow.
Create a meeting package with relevant files and AI guidance when you want more informed live answers and analysis.
Open Meeting Materials →Use the Browser Meeting Recorder. Link a prepared meeting when relevant, then record your microphone and optional shared audio.
Open Browser RecorderReview the summary, scorecard, transcript, and AI answers. Then share results and manage follow-up actions.
Open Meeting Review →Use only the preparation tools that help with your meeting. You can record without completing this section.
Upload reusable PDF, Word, Excel, text, or Markdown files. Organize them into collections, then reuse them in future meetings.
Open Document Library →Create an upcoming meeting package. Select permanent library files or add temporary files that apply only to that meeting.
Prepare meeting materials →Add reusable details such as your company, role, objective, and preferred response style. Add separate instructions for one upcoming meeting when needed.
Configure AI Context →Ask AI across current meeting materials, your document library, previous meetings, or all knowledge. Use filters to narrow the sources.
Open Knowledge Search →Record the conversation and use Live Q&A when you need help during the meeting.
The recommended way to capture a meeting from your browser.
Follow the Real-Time Meeting Feed and view AI answers generated from enabled microphone, speaker, or clipboard sources. A fullscreen view is available.
Open Live Q&A →In Settings, choose which live sources automatically create AI answers and how often partial responses are updated.
Open Live Q&A Settings →Understand what happened, share selected results, and keep commitments moving.
Select a saved meeting, then move between its main views:
Create a read-only link containing the summary and optional scorecard or transcript. Set an expiration, optional password, and download permission. Existing links can be refreshed, extended, or revoked.
See actions across meetings, add your own, assign owners, set due dates and priorities, update status, and switch between Open, My actions, All, and Closed views.
Open Action Center →Review score trends, score distribution, speaking averages, frequently asked questions, common topics, recurring improvement areas, and recent meeting performance.
Open Analytics →Use Ask about this meeting for a focused question. Enable related knowledge when useful, or open Knowledge Search to compare documents and multiple meetings.
Most users can keep the defaults and change these options only when needed.
Choose the default AI performance level used by AI-powered features.
Open Settings →Control retention, answer update frequency, and automatic triggers for clipboard, speaker, and microphone input.
Choose whether the Scorecard evaluates Score my answers, Score the other participant, or All Audio Sources.
Update your profile from the account menu. Use Help & Support to send a question, problem report, feedback, or optional attachment.
Open Help & Support →Open a question for the most likely solution.
Use a current desktop version of Chrome or Edge. Allow microphone access when prompted. When capturing shared meeting audio, select a tab, window, or screen that the browser can share.
Before recording, turn on Capture shared meeting audio. When the browser asks what to share, select the meeting source and enable its audio-sharing option. Microphone capture alone records only your side.
Confirm that the recorder or connected live source is running. In Live Q&A Settings, verify that automatic answers are enabled for the source you expect: microphone, speaker, or clipboard.
Confirm that you selected Stop & Process, kept the recorder page open, and waited for the saved confirmation. A discarded recording will not appear in Meeting Review.
Check the selected search scope and filters. Confirm that the relevant document was uploaded, the meeting package was saved, or the previous meeting finished processing. Try a shorter, more specific question.
Open Meeting Review Settings and change Scorecard Source to your microphone, the other participant’s speaker audio, or all available audio sources.
Clear the Action Center filters and check the Closed view. Open actions, completed actions, owner, meeting, due date, priority, status, and search filters can all change what is displayed.
Inform participants and obtain any consent required by applicable laws and workplace rules. Review sensitive transcript content before creating a share link.
Include what you were trying to do, what happened, and a screenshot or file when useful.