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AI Meeting Recorder

Bring call recordings and transcripts into Vitally!

Written by Ethan Patrick

AI Meeting Recorder Overview

The Vitally AI Meeting Recorder is designed to bring call recordings and transcripts directly into Vitally, unlocking the full potential of our AI Copilot and post-call automation. It’s a CS-specific feature aimed at boosting productivity with automatic task creation, churn analysis, and more.

This feature works with any connected calendar, including Google Calendar and Outlook/Microsoft 365. The meeting itself must use a supported conferencing platform—Zoom, Google Meet, or Microsoft Teams.

Key Features

  • Automatically record Zoom, Google Meet, and Microsoft Teams calls with external users.

  • Admin controls to toggle automatic or manual recording settings.

  • Customizable Meeting Bot name that joins meetings on your behalf.

  • Transcripts unlock AI-powered post-call features: suggested tasks, churn analysis, and more.

  • View call summaries, video replays, and AI insights directly in the Meeting object in Vitally.

  • Slack notifications (if integrated) for post-call insights.

  • Compatible with Gong and other AI tools.

How to Use AI Meeting Recorder

  1. Go to Settings > Vitally Objects > Meetings > Meeting Recorder. You can also get there from Settings > Integrations > Meeting Recordings > Vitally Call Recorder.

  2. Click Enable.

  3. Choose your default recording setting:

    • Automatic: The bot will join all external meetings by default, unless exceptions are made.

    • Manual: Users must toggle recording on for individual meetings.

  4. Customize the Meeting Bot name. This is how the bot appears in meetings. A new name applies to recorders created after you save the change. Meetings that already have a recorder scheduled keep the previous name: see the FAQ below to update them.

  5. Ensure users have connected calendars—non-connected users will see a banner prompting them to do so.

  6. Ensure your meeting platform (Zoom, Google Meet, or Microsoft Teams) has captions enabled to allow transcripts to be generated.

If your customer owns the meeting, they will need to enable captions for the transcript feature to be available.

Pre-Call Setup

  • Automatic Recording: No action required—the bot joins external meetings automatically.

  • Manual Recording: Open the Meeting details in Vitally and toggle recording on for any call you want to record.

If you have a waiting room enabled, be sure to invite the call recorder into the meeting!

For a meeting to be recorded, it first has to sync into Vitally. A meeting syncs when at least one participant is a Vitally team member with a connected calendar, and at least one other participant is a tracked User whose email matches the calendar invite exactly. If the User's email doesn't match, the meeting won't appear in Vitally and won't be recorded. Correct the mismatched email in your source system so it matches the calendar invite.

Vitally creates the recorder for a meeting once it's within roughly 7 days (one week) of taking place, and checks for new meetings every few minutes. Meetings further out can show as set to record before their recorder exists. For recurring meetings, each upcoming occurrence gets its own recorder.

Post-Call Experience

After the meeting:

  • You’ll receive a Vitally Alert (and a Slack notification, if enabled) once the call is processed.

  • Inside the Meeting object, access:

    • The Recording tab: Watch the video playback and read the transcript.

    • The Overview tab: See key points, suggested tasks, and churn analysis.

    • The AI Copilot tab: Use AI Actions like drafting emails, generating tasks, or extracting custom objects.

Vitally detects the primary language spoken in the meeting transcript and uses it for AI-generated meeting content. The summary, key points, and risk assessment in the meeting brief are written in that language, along with the names and descriptions of suggested tasks. For meetings that mix languages, the brief and suggested tasks follow the primary language.

  • Enable the Slack integration via Settings > Integrations (under Connectors) > Slack.

  • Each User must enable Slack alerts in My Profile > Notifications > Slack.

Note: Summary, tasks, and risks are not yet sent to channels.

When tasks are auto-generated from a meeting transcript, each one is assigned to a Vitally team member who attended the meeting. The assignee is chosen from context in the conversation, so different tasks can go to different attendees. For example, if someone says they'll handle a follow-up, that task is assigned to them. When only one Vitally team member attended, every task is assigned to that person.

Using/Managing AI Meeting Recorder

Admin Controls

  • View which users have recording enabled but haven't connected their calendars.

  • Set up rules for who is included/excluded from automatic or manual recording.

  • Decide what name your recorder should have. Name changes apply to meetings created after the change or to meetings that are scheduled >7 days after the change (as a recorder is only set against the meeting within 7 days of the Start Date).

In-Meeting Actions

  • The Meeting Bot can be removed mid-call by the host, ending the recording

  • Users can manually toggle recording before the meeting starts if manual mode is enabled.

AI Meeting Recorder FAQ

What are the requirements to use the AI Meeting Recorder?

  • You must be a Team Member, Leader, Admin, or Observer

  • Your calendar must be connected.

  • Admins can view which users need to connect their calendars.

How does this compare to the Gong integration?

  • Gong is a full Call Intelligence solution; Vitally AI Meeting Recorder focuses on integrating recordings for internal automation.

  • Vitally populates all Task fields using AI, not just the Task Title (as Gong does).

  • Both tools are compatible with AI Copilot and AI Actions.

Can I use both Gong and Vitally’s AI Meeting Recorder?

Yes. Both can record meetings simultaneously. You may receive duplicate task alerts in Vitally when both are active.

Can I bring in transcripts from a recorder Vitally doesn't support?

Yes, through the REST API. If you already know the Vitally Meeting id, post the transcript to that Meeting directly. If you don't, POST /resources/meetings/transcript matches the recording to a Meeting using hints such as the calendar event id, scheduled start time, or participant emails, then creates or replaces the transcript on the match. POST /resources/meetings/find runs the same matching without writing anything, so you can confirm the match first. See REST API: Meetings for the full request format.

What meeting platforms are supported?

  • Zoom

  • Google Meet

  • Microsoft Teams

What if the Meeting Bot doesn't join or leave as expected?

There are a few known edge cases—like when meeting ownership is transferred, meetings are deleted, or calendars are disconnected—that may prevent the AI Meeting Recorder from properly joining or leaving a meeting.

The most common reason a meeting never gets recorded is that the meeting never synced into Vitally in the first place. A meeting syncs when at least one participant is a Vitally team member with a connected calendar, and at least one other participant is a tracked User whose email matches the calendar invite exactly. If those emails don't match—even by one character, which often happens when the Vitally email was set from a CRM like Salesforce—the meeting won't sync and the recorder won't join it. To fix this, correct the User's email in the source system (e.g. Salesforce) so it matches the invite, and confirm the change syncs to Vitally. Meetings with that attendee going forward will then sync and record.

How far in advance does a meeting need to be scheduled to be recorded?

For Google Calendar and Outlook, create the meeting at least 35 minutes before it starts. New events can take up to around 30 minutes to sync into Vitally, and the recorder checks for meetings to join every 5 minutes. Meetings booked with less notice may still be recorded, but this isn't guaranteed.

Avoid changing the meeting's start time or meeting link in the 7 minutes before it starts, as the recorder may not pick up the change.

I changed the Meeting Bot name, why is the old name still joining my meetings?

A new Meeting Bot name only applies to recorders created after the change. Vitally creates a recorder once a meeting is within roughly 7 days (one week) of taking place, so meetings further out will use the new name automatically. Recorders already created when you changed the name keep the previous name. Editing a meeting's time or link doesn't update it.

To apply the new name to a meeting that already has a recorder:

  1. Open the meeting in Vitally and switch Record this meeting with Vitally off.

  2. Wait a few minutes for the scheduled recorder to be removed. Switching it back on too quickly can leave the original recorder in place.

  3. Switch it back on. A new recorder is created with the current name.

For recurring meetings, make the change on each upcoming occurrence, not the series. Make the change well before the meeting starts, as the recorder needs a buffer to pick up changes.

How does the Vitally Meeting Recorder do domain exclusion?
You can configure this in settings > security > domain exclusion. Just add the domains you want to exclude (this also stops syncing meetings and conversations).

Meeting Recorder Security FAQ

Q: How does Vitally Call Recorder handle consent under two-party consent laws?

A: Vitally Call Recorder relies on the native recording notifications built into Zoom, Google Meet, and Microsoft Teams. All participants are automatically notified when recording begins. As with any meeting recording, we recommend hosts verbally announce the recording if required by their jurisdiction. The host may remove the meeting recorder as a participant.

Q: What notice is provided to external participants?

A: External participants see the same platform-level notifications (e.g., Zoom's "This meeting is being recorded" banner). There is no separate Vitally-specific banner, but the meeting recorder will show as a participant.

Q: Can external participants opt out?

A: While participants cannot disable recording themselves, the host can stop recording at any time by removing the Vitally Recorder from the call.

Q: How does this align with GDPR requirements?

A: For customers hosted in our EU instance, all recordings and transcripts are stored exclusively in the EU, both within Vitally and our subprocessors. Vitally ensures technical compliance with GDPR, while customers remain responsible for obtaining and communicating participant consent.

Q: What if someone joins mid-call?

A: Participants who join a call in progress will see the same recording notification when they enter.

Q: Where is recording data stored?

A: Recordings and transcripts are stored in the same region as your Vitally instance. For EU customers, that means all data remains in the EU.

Q: What happens if we cancel Vitally or opt out of the recorder?

  • If you cancel Vitally entirely, all recordings and transcripts are deleted along with your other data.

  • If you opt out of the recorder, no new meetings will be recorded. Existing recordings remain available unless you request their removal.

Q: Who can access recordings in Vitally?

A: Recordings and transcripts are only visible to users who have access to the related Meeting object in Vitally. With the exception of customers using access groups, this means that all users will have read access.

Q: Is there audit logging of access?

A: At this stage, Vitally does not provide a dedicated audit log for recordings. However, all standard Vitally-internal observability and logging applies.

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