How to record a meeting

Audience: Doctor

1. In the sidebar, click Meeting Minutes.
2. Click Record Meeting.
3. In Set Up Meeting, enter:
   • Meeting Title (required), for example "Tuesday MDT Oncology"
   • Location (optional)
   • Attendees (optional) - a Name and Role for each person. Click + Add attendee for more.
   • Agenda (optional)
4. Click Continue.
5. Under Recording Mode, choose In-Person or Virtual Meeting. For a virtual meeting, click Select Meeting Tab and share the browser tab with your call.
6. Press record. Pause or stop as needed.
7. When you stop, click Generate Meeting Minutes.
8. Choose the meeting type in Select Meeting Template - see Meeting types explained.
9. Click Process Recording. This usually takes 15–40 seconds.
10. When you see All Done!, your minutes are ready on the Meeting Minutes page.

[Screenshot: Set Up Meeting window]

Adding attendees and an agenda helps the AI write better minutes.