01Record with participant consent
Meeting recording laws and company policies vary by location and organization. Tell participants when recording or transcription is active and obtain the permission your context requires. Do not send access-controlled links, passwords, or private tokens to a public resolver. When a cloud recording is private, download it through the authorized account and use the protected upload workflow.
02Separate decisions from discussion
A transcript captures brainstorming, objections, tentative ideas, and final commitments in the same stream. Use the search and AI analysis tools to locate likely decisions, but verify the final wording, owner, and deadline in context. A confident-sounding sentence may have been rejected moments later, so a generated summary should never replace review by someone who attended the call.
03Correct speaker names before sharing
Diarization separates voices without knowing the attendee list. Rename labels after listening to the opening introductions or another unambiguous passage. If several people share a room microphone, treat the label as uncertain. Accurate attribution matters for commitments, customer statements, interview consent, and performance discussions, and it is better to mark a speaker unknown than assign the wrong person.
04Apply a clear retention policy
Meeting transcripts are easier to search than recordings, which also makes sensitive details easier to discover. Store them only in the accounts and systems approved for the meeting, limit who can open exports, and remove copies after the retention period. Legal, medical, financial, employment, and security discussions should receive additional human review and handling appropriate to their risk.