Customer meetings, recorded by rule

What you need

• An account on Premium or Enterprise in the Web App, app.deep-thought.cloud. Testers get Premium while they test: become a tester.
• A Google or Microsoft calendar with your meetings.
• The account owner or an admin, to choose the rule.
• With a company Microsoft account, possibly your IT admin, once.

Steps

1. 1Your calendar
2. 2The rule
3. 3The notetaker joins
4. 4Recording and e-mail

1. 1

   Step 1: Connect your calendar

   In the Web App, open Inställningar (Settings) in the menu and find Calendars. Choose Connect Google Calendar or Connect Microsoft calendar and sign in. Google says it has not verified the app yet: choose Advanced and continue, and tick the box that lets Deep Thought Cloud view your calendar events.

2. 2

   Step 2: Choose the rule

   Under Which meetings are recorded, choose Meetings with external participants. Before it is saved, the Web App shows how many meetings the rule would record in the next 7 days. Check the number, then choose Save rule. Only the account owner or an admin can change the rule.

3. 3

   Step 3: Accept once where the meeting is processed

   The notetaker’s recording service processes the meeting in the USA. The first time, the account owner or an admin accepts this once: the Web App asks, or it is done under Inställningar, Where your recordings are processed. It is not needed when the account’s processing boundary is already the world.

4. 4

   Step 4: See what will be recorded

   Open Möten (Meetings) in the menu; on a phone it is under Mer. Under Upcoming, each meeting in the next 14 days says Will be recorded or Not recorded. Switch a single meeting or a whole series on or off there.

5. 5

   Step 5: Hold the meeting

   A participant named after you, for example “Kim notetaker”, joins and records the audio. Everyone in the meeting can see it: its name, and a message in the chat when it joins. If the meeting has a lobby, let it in.

What happens next

• Under Möten, Recent, the meeting goes from Recording to Processing to Done.
• You get an e-mail when the transcript is ready, with a button that opens it.
• The recording has the transcript, speakers suggested from the participants, a summary, the people, decisions and actions. It is in your list of sources with everything else.

Read more

• The meeting notetaker, step by step
• How the notetaker records, and who processes it
• Become a tester

Stuck? E-mail support@deep-thought.cloud.

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