Skip to main content
Cassidy’s Meeting Recorder captures your conversations, generates transcripts, and turns them into searchable, actionable insights. It works with Google Meet, Zoom, and Microsoft Teams, and connects directly to your Knowledge Base, Agents, and Workflows.

​
What you can do with Meetings

  • Record and transcribe — Cassidy joins your meetings automatically and generates real-time transcripts with speaker identification.
  • AI summaries and action items — Every recorded meeting gets an AI-generated summary with action items, discussion points, and key decisions.
  • Search across meetings — Find specific topics, decisions, or quotes across your entire meeting history.
  • Power Workflows — Automatically trigger Workflows when a meeting ends to generate follow-ups, update your CRM, or post summaries to Slack.
  • Chat with meeting content — Open any meeting in Chat or connect meetings to an Agent to ask questions and extract insights. See Chat with meeting content for details.
  • Share and control access — Share recordings with flexible permissions and automate access with sharing rules.

​
Connect your calendar

Connect your Google Calendar or Microsoft Outlook calendar so Cassidy knows which meetings to join.
1

Open the Meetings page

Click Meetings in the left sidebar of your Cassidy workspace.
Cassidy left sidebar with the Meetings tab highlighted
2

Start the setup

Click Connect to begin the meetings setup process.
Meetings page showing the Connect button for first-time setup
3

Choose your calendar provider

Select Google Calendar or Microsoft Outlook from the available options.
Calendar provider selection dialog showing Google Calendar and Microsoft Outlook
4

Authorize access

Follow the authentication prompts for your selected calendar provider to grant Cassidy access to your calendar.
Calendar authorization prompt requesting access to your calendar
5

Configure auto-join preferences

Choose which meetings Cassidy should automatically join:
  • All scheduled meetings
  • Meetings where I am the host
  • Meetings where participants are outside your domain
  • Meetings where participants are within your domain
  • Only meetings I manually select
Click Save and Complete Setup to finalize your preferences.
Auto-join configuration showing meeting join preference options
You can change your auto-join preferences at any time from the Settings tab on the Meetings page.

​
Configure the meeting bot

Customize how the Cassidy meeting bot appears and behaves in your meetings. Navigate to the Settings tab on the Meetings page to adjust these options:
SettingDescription
Display nameThe name shown when the bot joins a meeting
Send a message when joiningWhether the bot sends a chat message when it enters the meeting
Chat messageThe content of the message the bot sends
Auto-join configurationWhich meetings the bot joins automatically
Email summary preferencesWho receives email summaries after meetings: everyone invited, participants from your domain, only you, or no one
Meeting bot settings page showing display name, message, auto-join, and email summary options
Cassidy merges participants based on display name. If multiple users in your organization use the same display name, only one additional participant appears in the meeting, but every user’s recording is captured separately.
Organization admins can configure meeting bot settings for the entire organization. Navigate to Organization Settings and select Meeting Settings from the sidebar to set defaults that apply to all team members.
Organization Settings page with Meeting Settings tab selected

​
Manage upcoming meetings

Go to the Upcoming tab on the Meetings page to see your next meetings. You can toggle the Cassidy will join automatically switch off for any specific meeting to prevent the bot from joining.
Upcoming meetings tab showing toggle switches for auto-join on individual meetings
For recurring meetings, you can choose to Update only this meeting or Update all occurrences when toggling auto-join.
Recurring meeting dialog showing options to update one or all occurrences

​
Add the bot to a live meeting

You can add the meeting recorder to any meeting that has already started.
1

Click Add to Live Meeting

From the Meetings page, click Add to Live Meeting in the top right.
Add to Live Meeting button on the Meetings page
2

Paste the meeting link

Enter your Google Meet, Zoom, or Microsoft Teams meeting URL, optionally set a custom bot name, and click Add.
Add to Live Meeting dialog with meeting URL field and bot name option
3

Admit the bot

When the Cassidy bot attempts to join, admit it from the meeting’s waiting room. Allow about 30 seconds for processing before the bot appears.
Meeting waiting room showing the Cassidy bot requesting to join
The meeting bot must be admitted by a participant or host. If no one admits the bot, the meeting won’t be recorded.

​
Review a recorded meeting

After a meeting ends, Cassidy processes the recording and makes it available on your Meetings page.
1

Find the meeting

Navigate to Meetings and browse the All Meetings, Shared, or Private tabs. Use the search bar (or press /) to search by meeting name or participant.
Meetings list page with search bar and tab filters for All Meetings, Shared, and Private
Click Filter to narrow results by recording status or participant.
Meeting filter panel with recording status and participant options
2

Open meeting details

Click on a meeting to view its details, including date, participants, duration, and the recording.
Meeting detail page showing date, participants, duration, and recording playback
3

Read the AI summary

Click the Summary tab to see:
  • Action items — Tasks identified from the conversation with owners
  • Overview — A concise summary of what was discussed
  • Discussion points — Key topics broken down by theme
4

Browse the transcript

Click the Transcript tab to see the full conversation with speaker labels. You can:
  • Search through the transcript using the search bar
  • Click any line to jump to that moment in the video
  • Click Sync to video to synchronize transcript scrolling with video playback
Transcript tab showing speaker-labeled text with search bar and sync to video button

​
Disconnect your calendar

To disconnect your calendar, go to the Settings tab on the Meetings page, click Disconnect, and confirm in the popup.
Meetings Settings tab showing the Disconnect button for calendar

​
Next steps

Automate with meeting Workflows

Trigger Workflows when a meeting ends to generate follow-ups, update your CRM, and more.

Chat with meeting content

Ask questions about your meetings and use them as a searchable knowledge source.

Control access and sharing

Share recordings with your team and set up automated sharing rules.

Build a Workflow

Learn the basics of creating Workflows in Cassidy.