Attach a meeting to a client

A recording becomes useful when it sits on the right client's page. Attaching does that: KretaOS adds the meeting to the client's timeline as one entry and learns from it, just as it does from a call you log.

Choose the client when you stop

When you press Stop, the sheet asks Which client was this with? Start typing and pick the client. Then tap the people under Who was there, or type + a name for anyone not in KretaOS. Press *Save · lands on client***.

You do not have to wait. The notes take a few minutes, and the meeting lands on the client's page by itself as soon as they are ready.

If you started recording from a client's page, that client is already filled in.

Or choose later

Pressed Later, or not sure yet? The meeting waits for you:

• Home shows a line such as "1 recording waiting for a client".
• Recordings lists it under Waiting for a client.

Open it, type the client under Client and pick them. If the notes are ready, press *Attach to client*; if not, it says "Lands on their page as soon as the notes are ready." You can press Change** to pick a different client until it has been attached.

What attaching does

In one step, KretaOS:

• adds a meeting to the client's timeline with the notes and the transcript
• moves the client's last contact forward if this meeting is newer
• reads the meeting for facts about the client and promises on both sides, which appear in their memory and the promise ledger

The recording page then says "On client — the notes, facts and follow-ups are on their page."

Who sees a recording

• Before it is attached, a recording is visible only to the person who made it.
• Once attached, the facts KretaOS learned from the meeting (what the client said, decisions, promises, follow-ups) are on the client's page for the whole team, like any other memory.
• The recording itself — the audio, the transcript and the notes — follows your workspace's privacy mode for recordings, set by KretaOS by agreement with your company. By default it is Recorder only: only the person who recorded it can open or listen to it, and admins are included in that restriction. An admin sees the facts, never the words. If your organisation has agreed to Admin oversight or Everyone with the KretaOS team, admins (or the whole team) can open the meeting on the client's page too.
• A Google Meet import came through your personal Google connection, so it also follows your workspace's calendar privacy mode, like your synced calendar.

Good to know

• A client is chosen once. After a meeting has been attached, it stays on that client.
• Not a client meeting? Before you attach it, you can remove a recording you made with Discard this recording. It asks you to confirm, because the recording, notes and audio cannot be brought back.
• Running the notes again later updates the recording page, but the entry already on the client's page keeps the notes it was attached with.

How the meeting reads on the client's page

On the Overview a recorded meeting is one short row: a play button, its length, what the notes hold (for example "3 decisions · 2 commitments") and a link to the full recording. Tap the row to read the decisions, commitments and next steps without leaving the page. On the Timeline tab the notes are already open.