AcademyOpen Lindy

Meetings · Video 9 of 15 · 46 s

Record and summarize meetings

Turn on Meeting recording, name the notetaker, set what the summary includes, and find the notes.

Personal: these settings apply to your own calendar.

Steps

1. Open Meeting recordingOpen Routines, then Meeting recording. Make sure your calendar is connected.
2. Choose which calls to recordSwitch it on, and under Join meetings, choose which calls Lindy joins: all, internal only, or external only.
3. Make the notetaker recognizableSet a Notetaker display name people will recognize. The notetaker joins visibly, so let everyone know you're recording.
4. Ask for useful notesIn Instructions, say what you want back, like decisions, action items with owners, and deadlines.
5. Find your recording and notesAfter the call, open Meetings in the sidebar and pick the call.
6. Read the notesThe summary, action items, transcript, and recording are all in one place.

Related docs

• Meeting Recording
• Meetings