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Micro can automatically join your meetings, transcribe them, and generate a summary so you can focus on the conversation.

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Setting Up

1

Open Settings

Go to Settings → Meeting Recording.
2

Choose Recording Mode

Pick how the bot joins your meetings:
  • Record all meetings — Bot joins every meeting with a video link
  • Record only external meetings — Bot joins meetings with external participants (default)
  • Don’t record — No automatic recording, but you can still record individual meetings manually
3

Set Transcription Language

Choose your transcription language:
  • English — Standard quality, best when all meetings are in English
  • Auto-detect language — Highest quality, supports multilingual meetings

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How It Works

  1. The bot automatically joins your meetings based on your recording mode
  2. When admitted to the meeting, it begins recording and transcribing
  3. After the meeting ends, AI generates a summary with key points and action items
You can also manually record any individual meeting by clicking the Record button on the event page.

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Recording Status

The event page shows the current recording status:
  • Bot Assigned — Bot is scheduled to join
  • In Waiting Room — Bot is waiting to be admitted
  • Recording — Actively recording (red pulsing indicator)
  • Processing Transcript — Generating transcript and summary
  • Completed — Transcript and summary are ready

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Event Page Tabs

Every event page has three tabs:

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Summary

AI-generated meeting summary based on the transcript. Formatted according to your selected summary template. Read-only.

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Transcript

Full meeting transcript. Read-only.

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Notes

Editable notes document that is automatically created for each meeting. You can take notes before, during, or after the meeting using the full document editor. If a meeting has no recording, the Notes tab opens by default.

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Summary Templates

Summary templates control how the AI formats your meeting summaries. Templates are grouped by category:
  • General — 1-on-1s, brainstorms, networking
  • Sales — Customer discovery, demos, onboarding, pipeline reviews
  • Hiring — Candidate interviews, assessments
  • Investor — Pitch meetings, board meetings, LP conversations
  • Team — Standups, sprint planning, kickoffs
  • Product — User interviews, feedback sessions
Micro auto-selects the best template for each meeting. You can view built-in templates or create your own.

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Accessing Meeting Notes

Find your meeting notes in several places:
  • Event Page — Click any calendar event to see its summary, transcript, and notes
  • Person/Company Profile — See notes from meetings with that contact
  • Search — Search across all your meeting transcripts

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AI Autofill from Meetings

Meeting content can automatically update your lists. For example:
  • Update deal status based on what was discussed
  • Extract action items and create tasks
  • Log meeting outcomes on contact records
Learn more about AI Autofill here