Record meetings automatically so your CRM stays updated with summaries, transcripts, and action items — no manual notes required.
Clarify offers two recording methods: a bot recorder that joins your meetings as a participant, and a local recorder (macOS only) that captures your meeting directly from your machine. Choose the method that fits your workflow, or use both.
How recording works
When recording is enabled, Clarify detects meetings on your connected calendar and records them based on your settings. After the meeting ends, Clarify automatically:
Transcribes the conversation
Generates a meeting summary
Creates follow-up tasks from action items discussed
Updates related deal and contact records
Bot recorder vs local recorder
Choose the method that works best for your meetings:
Bot recorder
Joins meetings as a visible participant named "[Workspace name] Notetaker"
Works on Google Meet, Zoom, and Microsoft Teams
Microsoft Teams government cloud (GCC) URLs are not supported — the bot cannot join meetings hosted on a Teams government cloud tenant
Records automatically based on your settings — no manual action needed
Captures video and audio
Works on any device (web, desktop, mobile)
Transcribes in the language spoken — auto-detected on Growth plan. See Multi-language meeting support
ℹ️ Meetings booked through Calendly are supported. When a calendar event carries a Calendly link instead of a direct conferencing link, Clarify follows it through to the underlying Google Meet, Zoom, or Teams meeting and joins automatically - no need to add the link manually.
Local recorder (macOS only)
Records directly from your machine — no bot joins the meeting
Invisible to other participants
Captures video and audio
Requires the Clarify desktop app
Supports English, Spanish, French, German, Italian, and Portuguese — auto-detected
ℹ️ Both methods produce transcripts, summaries, and tasks. Both capture video and audio — the local recorder records your meeting window directly on your Mac.
Set up recording
Before you start: Connect your calendar in Settings → Account → Accounts. The recorder uses your calendar to detect meetings.
Enable the bot recorder
Go to Settings → Workspace → Email and meetings → Meeting recording
Choose a recording option:
All meetings — records every meeting on your calendar
External only — records meetings with participants outside your company (recommended)
None — disables automatic recording
Enable local recording
Install the Clarify desktop app (macOS only)
Grant screen recording permission when prompted
When a meeting is about to start, click Start recording from the Clarify notification or from the meeting record. For ad-hoc recordings, click Record in the Clarify menu bar.
For reliable video capture: Use Join and record and join the call within 30 seconds. The recorder checks for an active meeting window when recording starts. If it doesn't detect one within 30 seconds (for example, if you're still in the lobby), it falls back to audio + transcript only for that entire session.
For bot-specific settings (recorder name, background image), see Notetaker settings. To store only transcripts and skip video for all recordings, enable Transcript-only mode in Settings → Workspace → Email and meetings → Meeting recording.
Zoom integration
Connecting the Zoom integration allows the bot to join your meetings more reliably. Without it, the bot waits in the Zoom waiting room and must be manually admitted by a host.
The bot joins using the profile of whoever connects Zoom. To avoid showing a personal photo, connect with a Zoom service account instead.
For full Zoom setup details, see Zoom integration.
Google Meet
The Clarify bot joins Google Meet as an external participant. Depending on your organization's Google Meet settings, the bot may appear with a "with potential risks" label in red — which may change how the Admit button appears in the waiting room and, for some organizations, may block the bot from joining entirely.
Admitting the bot from the waiting room
If the bot is stuck waiting to join:
Open the participants panel
Find "[Workspace name] Notetaker" — it may appear under "With potential risks" with a red label
Click Admit next to the bot's name
Google Workspace admin requirement
If the bot can't join at all (not just waiting to be admitted), your organization's Google Workspace admin may need to allow external participants in Meet.
In the Google Workspace Admin Console:
Go to Apps → Google Workspace → Google Meet → Meet Safety Settings
Under Access Settings, enable All users (including users not signed in with a Google account)
To confirm this is the issue: Open the meeting link in an incognito window without signing in to Google. If you can't join as an incognito user, the org-level setting is blocking external participants — contact your Google Workspace admin.
When multiple users are in a meeting
If multiple Clarify users are on the same call, the most permissive setting wins. If one user has recording set to "None" but another has it set to "All," the meeting will still be recorded.
This means you cannot prevent recording by changing only your own settings if a colleague has automatic recording enabled.
If multiple users from the same Clarify workspace are in the same meeting, only one bot joins — Clarify deduplicates based on the meeting URL. If attendees are from two different Clarify workspaces, each workspace may send its own bot.
Recurring meetings
Each occurrence of a recurring meeting is treated as a separate event. There is no way to set a blanket "don't record" rule for an entire series.
Workarounds to stop recording a recurring meeting:
Treat the domain as internal — In Settings → Workspace → Email and meetings → Company domains, add the external company's domain. With recording set to "External only," these meetings appear internal and won't record. Note: this is defeated if any teammate on the meeting has a more permissive recording setting (most permissive wins), and it affects every meeting with that domain — so it's a blunt instrument. For a reliable opt-out, use the per-meeting toggle.
Opt out per meeting — Open the meeting in Clarify and toggle recording off before it starts. Must be done for each occurrence.
Disable recording entirely — See Notetaker settings for account-level, workspace-level, and per-meeting options.
Common issues
Bot didn't join my meeting
Confirm your calendar is connected in Settings → Account → Accounts
Check that the meeting has a conferencing link (Google Meet, Zoom, or Teams), or a Calendly link that points to one
Verify your recording setting isn't set to "None" — check both workspace and account-level settings in Settings → Workspace → Email and meetings → Meeting recording
Zoom: Without the integration, the bot waits in the waiting room and must be manually admitted
Google Meet: The bot may appear as "with potential risks" — see the Google Meet section above for how to admit it and org-level requirements
Microsoft Teams government cloud: GCC meeting URLs are not supported — the bot cannot join these meetings. Use the local recorder (macOS) as an alternative if available
Recording exists but no transcript
Transcription runs after the meeting ends and may take a few minutes for longer calls
If the transcript still doesn't appear after 30 minutes, contact support — this is a known issue we can investigate on our end
Bot keeps recording meetings I don't want recorded
Remove the bot from inside Clarify - Open the meeting in Clarify and toggle Recording off. This removes the Notetaker from the call even if it has already joined, and works whether or not you're the meeting host - useful when you're a guest on someone else's call. Turning recording off mid-meeting cancels that meeting's recording.
Remove the bot from the meeting controls - Any meeting host can remove the Notetaker participant directly in Zoom, Google Meet, or Teams (click ... on the Notetaker → Remove). Once removed, it cannot rejoin that meeting session. Note: Zoom shows a "Report to Zoom" checkbox by default - uncheck it, since you're removing your own bot.
Check if another participant has a more permissive recording setting (most permissive wins)
For recurring meetings, use the domain workaround described above
For a specific meeting, toggle recording off in Clarify before it starts
Local recorder not capturing
Ensure screen recording permission is granted: System Settings → Privacy & Security → Screen Recording → Clarify
If recently granted, restart the desktop app
Try: Click Clarify in the menu bar → Clear Application Data → Relaunch
Local recorder captured audio only, no video
The recorder determines video vs audio-only at the moment recording starts, based on whether it detects an active meeting window. It does not re-check after that.
Most common cause - lobby timing: Join and record waits up to 30 seconds for a meeting window to appear. If you're still in the lobby when that 30-second window expires, recording starts as audio-only and stays that way for the entire session - even after you join the call.
Workaround:
Stop the current recording
Join the call
Start a new recording
Note: The meeting window does not need to be in the foreground - recording in the background or with Picture-in-Picture declined still captures video. The key is being joined to the call before recording starts.
Requirements
Connected calendar — Google or Microsoft 365
Supported platforms — Google Meet, Zoom, Microsoft Teams
For local recording — macOS with Clarify desktop app installed, screen recording permission granted
For Zoom auto-join — Zoom integration connected