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Octolane’s built-in Meeting Recorder joins your sales calls, records the conversation, transcribes it, and extracts action items - so you can focus on the conversation instead of taking notes.

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What it does

  1. Joins automatically - the recorder joins scheduled meetings from your connected calendar. No need to invite a separate bot or remember to hit record.
  2. Records and transcribes - full audio recording with accurate, speaker-labeled transcription
  3. Generates a summary - a plain-English recap of what was discussed, key decisions made, and open questions
  4. Extracts action items - specific next steps pulled from the conversation and attached to the deal record
  5. Updates the CRM - meeting notes, transcripts, and action items are automatically linked to the relevant deal, contacts, and company

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Supported platforms

The Meeting Recorder works with Google Meet, Zoom, and Microsoft Teams.

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How to enable it

Go to Settings → Meeting Recorder and toggle it on. Once enabled, the recorder automatically joins meetings that are detected as sales-related based on the attendees and context. You can also:
  • Set recording rules - record all external meetings, only meetings with prospects, or only specific calendar types
  • Choose who gets notified - attendees can be informed that the meeting is being recorded
  • Control access - decide who on your team can see transcripts and recordings

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After the meeting

Once a meeting ends, the summary and action items appear on the deal record within minutes. You can also view them in the Activity Feed for each associated contact and company. See AI Meeting Notes for details on what gets generated and how to use it.