Meetings & recordings
Record a meeting, read its transcript, and file it on the right client.
- Record a meetingRecord an in-person or phone meeting in your browser. KretaOS writes the transcript and notes and puts them on the client's page.
- Transcript and speakersRead the notes and transcript of a recorded meeting, name who is speaking, and fix a line that went to the wrong person.
- Attach a meeting to a clientChoose the client once and the meeting lands on their page as a single entry, with its notes, facts, promises and follow-ups.
- Add a transcript as textAlready have a transcript from a video call or your notes app? Paste or upload it, and KretaOS writes the notes onto the client's page.
- Recording consent and audio retentionAdmin onlyAdmins choose whether the consent line shows before each recording and how long audio is kept. Notes always stay.
- The Recordings pageEvery meeting you recorded or added as a transcript, with its status, in one list. Find, attach, replay and tidy your meetings here.
- Edit the notesFix, add or remove lines in a meeting's notes. When the meeting is on a client, the client's memory and promises follow your edit.
- Meeting notes from other appsConnect Fathom, Fireflies or tl;dv and each new meeting with someone in your book lands on that client's page, notes written.