> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up the Cassidy Meeting Recorder

> Connect your calendar, configure the Cassidy Meeting Recorder, capture conversations, and turn meeting content into useful follow-up work.

Capture conversations automatically, then use Cassidy to review summaries, search transcripts, and automate follow-up work.

<Frame>
  <iframe className="w-full aspect-video rounded-xl" src="https://www.loom.com/embed/eb392767e3ca4001ba7495d12f4602c0" title="Set up and use the Cassidy Meeting Recorder" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
</Frame>

## What you'll learn

* How to connect Google Calendar or Microsoft Outlook
* How to choose which meetings Cassidy joins
* How to review recordings, customizable summaries, timestamped transcripts, clips, and comments
* How to chat with meetings or use them in [Agents](/agents/overview), the [Knowledge Base](/knowledge-base/overview), and [Workflows](/workflows/overview)

## Put it into practice

<Steps>
  <Step title="Connect your calendar">
    Open **Meetings**, select Google Calendar or Microsoft Outlook, and authorize Cassidy.
  </Step>

  <Step title="Configure the recorder">
    Choose which meetings Cassidy joins, who receives summaries, and what recording notice appears. Keep the recorder display name consistent across your team to avoid duplicate bots and double-counted meeting hours.
  </Step>

  <Step title="Review your first meeting">
    Make sure someone admits the recorder to the call. After the meeting, review the recording, summary, and timestamped transcript.
  </Step>

  <Step title="Use the meeting">
    Chat with one meeting, search meetings you can access, or use a **Meeting ended** Trigger to automate follow-up work.
  </Step>
</Steps>

<Warning>Before sharing a Workflow with a **Meeting ended** Trigger, confirm that its outputs do not expose meeting information to people who cannot access the source meeting.</Warning>

## Related learning

<CardGroup cols={2}>
  <Card title="Get started with Meetings" icon="video" href="/meetings/getting-started">
    Follow the complete setup and recording guide.
  </Card>

  <Card title="Automate meeting follow-ups" icon="diagram-project" href="/meetings/workflows">
    Start Workflows when a meeting ends.
  </Card>

  <Card title="Chat with your meetings" icon="comments" href="/meetings/knowledge-base">
    Search conversations and get timestamped answers.
  </Card>

  <Card title="Manage meeting sharing" icon="lock" href="/meetings/sharing-and-permissions">
    Control access and automate sharing rules.
  </Card>

  <Card title="Manage your workspace" icon="arrow-right" href="/university/manage-and-govern-your-workspace">
    Learn how to govern your workspace.
  </Card>
</CardGroup>
