Guide on How to Record Your Client Meetings

Modified on Fri, 24 Apr at 3:40 PM

Recording Your Client Interactions

Whether you are meeting in person, hosting a virtual call, or dictating notes on the go, Filenote AI offers a variety of ways to capture your client interactions. Choose the method that best fits your workflow below.

Recording Methods & Resources

Meeting Type	Platform / App	Support Resource
In-Person or Self-Dictation	Filenote AI Platform	View Guide
In-Person Meeting	Teams App (Mobile)	View Guide
In-Person Meeting	Teams (Desktop)	View Guide
In-Person Meeting	Zoom App (Mobile)	View Guide
Online Meeting	Teams (Desktop)	View Guide
Online Meeting	Zoom App (Desktop)	View Guide
Phone Call	iPhone	View Guide
Phone Call	Android	View Guide
Upload Existing Audio	Filenote AI Platform	View Guide

The Filenote AI Journey: From Recording to Output

Once your recording is complete, our platform takes over the heavy lifting so you can focus on your clients.

Retrieval: The system automatically pulls the audio file from your connected cloud service or platform.
Generation: Your specific Filenote AI outputs are generated automatically.
Delivery: Your completed documents are delivered straight to your Tasks dashboard within the platform.
Final Touch: You maintain full control to Review, Edit, and Finalize every document