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
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 detected by your meeting platform
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 → General → Call 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 detailed bot recorder settings (recorder name, background image, transcript-only mode), see Notetaker settings.
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.
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.
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 (recommended) — In Settings → General → Company email domains, add the external company's domain. With recording set to "External only," these meetings appear internal and won't record.
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 valid conferencing link (Google Meet, Zoom, or Teams)
Verify your recording setting isn't set to "None" — check both workspace and account-level settings
If using Zoom without the integration, someone must manually admit the bot from the waiting room
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
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
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