💡 This article covers settings for Clarify's cloud-based notetaker, which joins your meetings automatically. To compare recording methods or set up local recording, see Meeting recording.
Configure how Clarify's notetaker joins and records your meetings — auto-record preferences, transcript storage, recorder name, background image, and more.
Calendar sync required
To use the notetaker, first sync your calendar with Clarify. This allows Clarify to identify and join the right meetings on your behalf.
💡 Sync your calendar from the Settings menu or during onboarding.
Auto-record settings
By default, the notetaker is disabled. To enable it:
Go to Settings (bottom-left corner of the sidebar).
Navigate to General → Call Recording.
Choose your preferred recording option:
All meetings – records every meeting on your calendar
External only – records meetings with participants outside your company (recommended)
None – disables automatic recording
✅ Clarify recommends "External only"
That said, some teams prefer to capture all meetings to centralize knowledge or use Clarify beyond just CRM use cases. Choose the setting that fits your workflow best.
Account-level settings
Individual users can override workspace recording settings via Account-level settings:
Navigate to Account → Meetings.
Set your personal recording preference.
Account-level settings take precedence over workspace defaults.
When multiple Clarify users are in a meeting, Clarify applies the most permissive setting among participants. For example:
• User A: None + User B: All → Recorded (All wins)
• User A: External Only + User B: All → Recorded (All wins)
• User A: External Only + User B: None → Recorded for external participants only (External Only wins)
If any authorized participant wants the meeting recorded, Clarify will respect that setting.
Disabling automatic recording
Stop the notetaker from joining meetings at the account, workspace, or per-meeting level.
For your account only:
Go to Settings → Account → Meetings.
Set Recording to None.
For the entire workspace (admins only):
Go to Settings → General → Call recording.
Set the recording option to None.
For a specific meeting:
Open the meeting in Clarify.
Toggle recording off before the meeting starts.
⚠️ If another Clarify user in the meeting has recording enabled, the most permissive setting wins — the notetaker may still join even if you've disabled it for your account.
Customize your recorder name
By default, your recorder appears as [Your Workspace Name] Notetaker when joining meetings. Change this anytime in Settings → General → Call recording.
ℹ️ The Clarify notetaker can only join meetings that appear on your connected calendar. It cannot be manually added to meetings outside your calendar.
Downloading and deleting recordings
Find the download and delete controls under the recording itself. Click the ellipsis at the top of the recording window to access options for downloading the video, downloading the transcript, or deleting the recording.
Transcript-only mode
When enabled, Clarify captures and stores transcripts and AI summaries — but video recordings will not be saved. Useful for teams with storage concerns or who don't need video playback.
To enable:
Go to Settings → General → Call recording.
Toggle on Transcript-only mode.
💡 Transcripts and AI-generated insights are still available when this mode is enabled.
Background image
When enabled, Clarify displays a background during your call while recording. Upload your own background image (JPEG, 16:9 aspect ratio) or use the Design background tool to create a custom one.
Troubleshooting
The notetaker didn't join my meeting
Check that your calendar is connected and that auto-record is enabled in Settings → General → Call recording. Also confirm the meeting was on your connected calendar — the notetaker cannot join meetings outside your calendar. If the meeting appeared on your calendar and the notetaker still didn't join, contact support.
The recording is missing or didn't process
Recordings typically process within a few minutes of the meeting ending. If the recording hasn't appeared after 30 minutes, check that the notetaker was present for the meeting. If it was, contact support with the meeting date and time.
The wrong meetings are being recorded
Review your account-level setting under Account → Meetings. Account-level settings override workspace defaults — if set to "All," every calendar meeting will be recorded regardless of workspace settings.