Record Meetings via Filenote AI Platform

Modified on Mon, 8 Jun at 10:34 AM

Recording via the Filenote AI Platform

Follow the steps below to join and record a meeting via the Filenote AI platform.

Option 1: Ad-Hoc Recording (via Home Page)
Option 2: Scheduled Recording (via Meet & Record)

Option 1: Ad-Hoc Recording (via Home Page)

? Best for
Unplanned meetings, or face-to-face sessions not currently in your calendar.

Step 1 — Navigate to the Home Page

Go to the Home Page of the Filenote AI platform.

Step 2 — Click Record Now

Select the Record Now button on the Home Page.

Step 3 — Choose Your Platform

Select your preferred meeting platform: Teams or Zoom.

Step 4 — Set the Workflow Stage

Select the Workflow Stage that matches this meeting (e.g., Discovery).

★ Why this matters
The Workflow Stage tells the AI which document templates to generate after the meeting — for example, a Discovery File Note, Letter of Engagement, or Mind Map.

Step 5 — Select a Client

Choose an existing client from the dropdown, or click Add New Client.

Step 6 — Start Recording

Click the 'Start Recording' button, and your meeting will begin, with 'recording' automatically started.