Find every Zoom and Google Meet recording, transcript, and summary in one place, and file the ones that need a home.
One home for all of your meeting artifacts, whether they came from Zoom or Google Meet.
After a recorded call, your provider produces artifacts: a recording, a transcript, and sometimes an AI summary. The CRM discovers these automatically and tries to match each one to the right activity, contact, or deal. Matched artifacts show up in context on the record they belong to. Anything that could not be matched is kept as an orphan so nothing is ever silently lost, and surfaced for you to file in one tap.
Everything lives on the Recordings page in the sidebar. The sidebar item shows a count when you have recordings that still need linking. For transcripts, the CRM also pulls the actual text so you can read it in-app, without opening the provider.
Three surfaces, one source of truth.
Zoom, Google Meet, and Microsoft Teams, with the same triage experience for each.
Cloud recordings, VTT transcripts, and AI Companion summaries are discovered after a Zoom cloud recording finishes. Connect Zoom in Settings → Integrations and turn on auto-link.
Meet recordings, transcripts, and Gemini smart notes are discovered from Google Drive. These are paid Google Workspace features (Business Standard or higher). A free personal Gmail account cannot start a Meet transcript or recording, so none will ever appear for that account.
Teams meeting transcripts are read through Microsoft Graph. Because Microsoft gates this behind tenant-admin consent and a metered Graph permission, Teams transcripts require a one-time setup by your Microsoft administrator before they appear here. Until that is done, Teams meetings simply won’t surface transcripts; Zoom and Google Meet are unaffected.
The full speaker-attributed text, right inside the CRM.
Open any transcript from the Recordings page (or from the activity it’s linked to). When the text has been pulled, choose Show full transcript to reveal the complete speaker-attributed text inline.
Transcript text is pulled automatically after your provider finishes processing the meeting, which can take a little while. If the text isn’t in yet, the panel says so; it appears on the next sync. Admins can turn off persisting transcript text for the whole organization under Settings → Integrations → Email → Data privacy: recordings still appear, but only as a link to the provider.
From a finished meeting to a recording on the right record.
Everything an unmatched recording needs to find a home.
A recording lands as an orphan when its meeting was not on the CRM calendar at sync time, or when none of the attendees matched a CRM person. Open it from the Recordings page or the My Work nudge:
Filter tabs. All shows every discovered file. Matched shows files linked to any CRM record. Needs linking shows only the orphans. Once you link an orphan, it moves into Matched on the spot.
Recordings follow the same visibility rules as the rest of your CRM.
Access mirrors your calendar permission. A teammate scoped to their own data sees the recordings they own; a manager sees the team’s; an admin sees everything. This applies on both the Recordings page and the My Work nudge, so a sensitive call recording is never visible to someone who could not already see that work.
Common questions and fixes.
Discovery can take up to 15 minutes after a meeting ends. Press Sync now in the Recordings page to pull immediately. If it still does not show, check that the provider is connected and auto-link is on in Settings → Integrations.
That meeting was not on the CRM calendar, or none of its attendees matched a CRM person. Use Link to a person to file it; it will then appear on that contact.
Meet transcription and recording are paid Google Workspace features. A free personal Gmail account cannot generate them, so no files will reach the CRM. Connect a Google Workspace account to use this with Meet.