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Module 10 of 12 · Store, accounting, courses and community · Lesson 4 of 10

Record a meeting and get a summary

Join scheduled calls, record an in-person meeting on your phone, and read the transcript summary when it is ready.

5 minBeginnerFor: Agency owner or manager, Team memberLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Meetings keeps the calls you scheduled through the AI assistant and the recordings captured from Zoom or Google Meet. In the Android app you can also record a meeting held in person. Each recording is transcribed and summarised, and the summary also lands in your AI chat.

By the end you can

  • Find a meeting and join it
  • Record an in-person meeting in the Android app
  • Read the summary and download the audio

Screens used

Steps

  1. 1

    Open Meetings

    On: /meetings

    Type "meetings" in Find a page… and choose Meetings.

    You should see: A list of meetings, each with a status: Scheduled, Awaiting recording, Transcribing…, Summary ready or Failed.

  2. 2

    Join a scheduled call

    On: /meetings

    Press Join on a scheduled meeting, or open the meeting and press Join meeting. Record the call as you normally do: cloud recording in Zoom, or recording in Google Meet.

    You should see: The call opens in Zoom or Google Meet.

  3. 3

    Record an in-person meeting

    On: The app

    In the ItzSEO Android app, open Meetings and press Record. Type a Title, choose the Project and Contact if it belongs to one, and press Start recording. Pause and Stop are on the screen. You can lock the phone; the recording continues.

    You should see: After you stop, the recording uploads and the page reads "Processing — you'll get a notification".

  4. 4

    Wait for the summary

    On: /meetings

    The status moves from Awaiting recording to Transcribing and then to Summary ready. This usually takes a few minutes, and you get a notification.

    You should see: The status reads Summary ready.

  5. 5

    Read it

    On: /meetings

    Open the meeting to read the Summary. Under Recording you can Download original audio.

    You should see: A summary you can share with the people who were there.

Tips

  • Tell everyone in the meeting that it is being recorded, and get their agreement where the law requires it.
  • A phone recording stops by itself at 2 hours. A warning appears when 15 minutes are left.
  • Keep the app open until the upload finishes. If it fails, nothing is lost: the recording stays on your phone and Retry upload sends it again.
  • Connect Zoom or Google Calendar under Settings, Integrations.

Troubleshooting

There is no Record button.
Recording an in-person meeting works only in the ItzSEO Android app. In a browser the button is hidden.
"Microphone access is required."
Allow the microphone for ItzSEO in your phone's Settings, under Apps, Permissions, then press Start recording again.
A finished call says no recording was captured yet.
The call was not recorded in Zoom or Google Meet. Switch recording on there for the next call; the transcript appears once a recording exists.
The status reads Failed.
Open your AI chat. The error detail is posted there.
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