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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. To let Agents answer questions across your meetings in Chat, add the Meetings Connector — the full walkthrough is in Chat with your meetings. You can also bring meetings into your Knowledge Base and automate follow-ups with Workflows.

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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.
  • Chat with your meetings (recommended) — Add the Meetings Connector so your team can search transcripts, read summaries, and get timestamped citations in Chat, without importing meetings into the Knowledge Base. See Chat with your meetings for when to use the Connector, one-meeting chat, or KB import.
  • Search and browse on the Meetings page — Find specific topics, decisions, or quotes across your meeting history from the Meetings list and filters.
  • Power Workflows — Automatically trigger Workflows when a meeting ends to generate follow-ups, update your CRM, or post summaries to Slack.
  • Share and control access — Share recordings with flexible permissions and automate access with sharing rules.

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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.Connecting only asks for access to your calendar events. Showing attendee profile photos is optional and requested separately (see Show attendee photos), so a blocked photo permission never prevents you from connecting 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.

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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:
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

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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

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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.

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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. The Mine view opens by default. Use the buttons above the list to choose which meetings to browse:
  • All shows every meeting you can access.
  • Mine shows meetings you recorded, joined, or were invited to without declining. A meeting you recorded or joined still appears here if you declined its invitation.
  • Shared with me shows other meetings you can access.
Meetings are grouped by day, with the most recent first. If a day has more than 15 meetings, the first 15 appear and a Show more button reveals the rest. Each meeting shows an avatar: the company logo when external guests are on the call, otherwise the participant’s profile photo, falling back to their initials. Hover over a meeting to reveal the ⋮ menu to rename, share, or delete it.
Meetings list grouped by day, with company logos and initials as avatars and the ⋮ menu open showing Rename, Share, and Delete
Use the search bar, or press /, to search meeting titles and transcript text. Results may show the matching part of a transcript. Click Filter beside the search bar to narrow results by recording status or participant.
Meetings list with the filter panel open, showing recording status and participant options
2

Open meeting details

Click on a meeting to open it. The Summary, Transcript, and Clips tabs are on the left. The recording, date, participants, duration, and comments are on the right. Use the chat box below the tabs to ask a question about the meeting or pick a suggestion like Next steps, Draft follow-up, or Coach me.
Meeting detail page with the Summary tab on the left and the recording, date, participants, and duration on the right
3

Read the AI summary

Click the Summary tab to see:
  • Overview — A concise summary of what was discussed
  • Topic sections — Key topics from the conversation, with decisions, dates, and figures
  • Action items — Tasks identified from the conversation with owners
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
To copy content, click Copy and choose Copy Transcript or Copy Summary.
Transcript tab showing speaker-labeled text, the search bar, and the sync to video button, with the Copy menu open showing Copy Transcript and Copy Summary

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Show attendee photos

By default, meetings show initials or company logos for attendees. To show your teammates’ profile photos as avatars on the Meetings page, enable attendee photos after connecting your calendar:
  1. Go to the Settings tab on the Meetings page.
  2. In the calendar connection section, find Attendee photos and click Enable.
  3. Sign in with the same account your calendar is connected with and approve the request.
Cassidy asks for read-only access to your organization’s contact directory (directory.readonly for Google, User.ReadBasic.All for Microsoft). It uses this only to look up profile photos of people on your meetings, and doesn’t read their email or other files.
Some organizations require an admin to approve this permission, which is common with Microsoft 365. If the permission isn’t granted, attendee photos stay off and the rest of Meetings works as normal. Ask your IT admin to approve Cassidy, then click Enable again. The Attendee photos option disappears once photos are enabled.

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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

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Next steps

Chat with your meetings

Choose the Meetings Connector, one meeting in Chat, or Knowledge Base import.

Automate with meeting Workflows

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

Meetings Connector

How the Connector works and when to use Knowledge Base import instead.

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.