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Team Auto-Recording

Automatically record the right meetings across your team with customizable rules for clients, internal calls, and sensitive conversations.

Written by Thalita Cantos Lopez

Team Auto Recording: never miss important meetings again

Manually deciding which meetings to record can be unreliable — especially in busy teams.

With Team Auto Recording, you can define rules once and ensure the right meetings are automatically recorded across your entire team. This way, important conversations are always captured, documented, and shared when needed.


Automatically record the meetings that matter

Instead of relying on individuals to remember to start recordings, you can standardize this process at the team level.

With Team Auto Recording, you ensure that:

  • Key meetings are always recorded

  • Important knowledge is consistently captured

  • Your team never misses critical information

Once configured, the recorder bot will automatically join meetings based on your defined rules.


Create flexible recording rules for your workflow

Just like privacy settings, Auto Recording Rules can be highly granular.

For example, you can define rules such as:

  • Automatically record all external meetings with clients

  • Skip internal meetings that include specific participants (e.g. leadership)

  • Avoid recording meetings with titles like “one-on-one”

  • Record only meetings that match certain criteria

This allows you to strike the right balance — ensuring coverage where it matters, while avoiding unnecessary or sensitive recordings.


How to configure Team Auto Recording

To set up recording rules for your team:

  1. Go to Your Team > Admin Controls

  2. Open the Recording Settings tab

  3. Find the Auto Record meetings section

  4. Define your recording preferences

Once set, these rules will automatically apply to all team members.

(Note: Team Settings do not override auto-record rules for Team Admins. This ensures an additional layer of privacy for leadership. Team Admins can manage their own settings in Personal Preferences.)


Reliable coverage, without the manual effort

Team Auto Recording removes the risk of forgetting to record important meetings — while still giving you full control over what should and shouldn’t be captured.

Explore other Team Features to keep building consistent, scalable workflows with a set once, scale with your team approach.

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