Meeting Recaps give you summaries, transcripts, and action items from your meetings. You can share these through email, a link, or a TXT file. Some features are available only on paid plans.
For example, you can:
- Share recap videos, video snippets, or meeting notes. Add a password for extra security.
- Use Search Q&A to quickly find answers in the transcript.
- Try Vertical-Specific Summaries for insights tailored to your industry.
- Export transcripts as TXT files to save time on documentation.
Before you begin
- Enable the Notetaker for your meetings.
- The Notetaker can record meetings on Zoom and Google Meet, whether they are scheduled from Calendly or your Google calendar.
- Recaps are not created for meetings under 4 minutes or with no audio.
Features
Search Q&A
Type your question in the Recap search bar. The transcript is searched to give you an answer, along with helpful follow-up questions.
Example
Vertical-Specific Summaries
Choose a summary style based on your industry. All summaries are 3–5 sentences long and highlight action items.
For sales calls that follow this structure:
- Metrics: State potential value or measurable benefits of the solution.
- Economic Buyer: Identify key decision-makers and their roles.
- Decision Process: Outline procurement steps, stakeholders, and deadlines.
- Decision Criteria: Define goals, desired outcomes, and ROI evaluation factors.
- Identify Pain: Highlight challenges, issues, or workarounds currently used.
- Champion: Identify someone who can advocate for the solution; include their role.
For sales calls that follow this structure:
- Budget: Outline total budget, spending limits, financial resources, and seat count (if applicable).
- Authority: Identify key decision-makers, their roles, and procurement processes.
- Needs: Highlight challenges, goals, current workarounds, desired outcomes, and ROI criteria.
- Timing: Provide timelines for approvals, budget deadlines, and onboarding/training.
For screening calls to evaluate a candidate's qualifications, experience, and interest in the role and company. Focused on key skills and fit.
Video player
Control your recap playback with the video player. You can:
- Create a snippet
- Share the recap
- Restart the video
- Skip forward or back 10 seconds
- Play or pause the video
- Adjust playback speed
- Change the volume
- Go full screen
Getting started with meeting recaps
Ready to get started with meeting recaps? These Help Center articles walk you through the steps.
Frequently asked questions
Calendly stores user and invitee data in secure U.S. data centers run by Google and Amazon Web Services (AWS). Learn more.
No. We don’t use customer data to train or fine-tune our models. Instead, we use prompt engineering on meeting transcripts that are aggregated and anonymized. These transcripts are never memorized and help us improve recap quality.
Calendly isn't designed to collect Protected Health Information (PHI). If your work doesn’t involve PHI or your practice isn’t considered a specialty under HIPAA rules, you may not need a HIPAA-compliant tool. Please check with your legal team to confirm. Learn more.
Yes. Meeting owners can delete individual recaps. Admins can delete all Meeting Recap data for the organization. Learn more.
You can share recaps by:
- Sending an email directly from Calendly
- Copying a link to the recap video
- Exporting the transcript as a TXT file
Download a recap:
- Go to the Recaps page and select a recap.
- Right click the video and choose “Open Video in New Tab.”
Troubleshooting
Calendly Notetaker not joining your meetings, or joining and not generating a recap? Take a look at our resources for troubleshooting the Calendly Notetaker.
Want to learn more?
See the Meeting Recaps article collection.