Find, Organise & Delete Transcripts

Search your meetings

Open Transcripts and use the search box. It looks through meeting titles, summaries, attendees, tags and speaker names, so you can often find a meeting by who was there or what was decided.

Filter the list

• Date: today, this week, this month or this quarter.
• Source: live recording, upload, Microsoft Teams, Google Meet or Zoom.

If a meeting seems to be missing, clear your filters first. See how to find a missing transcript.

Group meetings in folders

Folders keep related meetings together, for example by client, project or board. You’ll find Folders under Transcripts in the menu.

1. Open Folders and select New folder.
2. Give it a name that makes sense to everyone who’ll use it.
3. On a transcript’s card, open the menu and select Move to folder.

Share a folder

Open a folder and select Share to give a person or a whole team access. They can open the meetings inside, with a read-only view of the folder. Only you can change what’s in it.

Keep sensitive meetings out of shared folders, and review who has access when a project ends.

Meetings other people shared with you

Open Shared with me under Transcripts in the menu.

Delete a transcript

On a transcript’s card, open the menu, select Delete, and confirm.