# Meetings

> Record calls, find what was discussed, and turn decisions into follow-up work.

[Video: Record and summarize meetings](https://www.lindy.ai/_sherpa/assets/static/docs/d45e373c74d7-09-notes.mp4)

Record and summarize meetings · 0:46

Lindy joins calls on Google Meet, Zoom, and Microsoft Teams, records them, and captures notes and action items. In **Meetings**, you can revisit a call, ask questions across shared folders, and have Lindy update your tools with what needs to happen next.

## Your meeting library

Open **[Meetings](https://chat.lindy.ai/meetings)** to find your recordings and meetings shared with you. Search for a meeting, filter by date, or switch between grid and list views. The sidebar groups your folders under **Personal** and **Workspace**.

![Meetings library with a folders sidebar and a grid of recordings showing meeting titles and dates](https://www.lindy.ai/_sherpa/assets/static/docs/3211fdc25826-meeting-library.png)

Open a meeting to read its **Summary** or **Transcript**, or watch the recording. Click a timestamp to jump to that moment in the video. Use **Share** to choose who can access the meeting.

## Ask questions and hand off work

Use **Chat with this meeting** to ask about a specific call. Open a folder to ask across the meetings in it, such as a series of customer interviews or weekly team syncs.

What did we agree to deliver, and who owns each next step?

Review our sales calls this month and create battle cards for the objections we keep hearing.

You can also ask Lindy in chat, Slack, or by text. Name the meeting or shared folder you want it to use. Lindy can only use meetings you have access to.

Continue the conversation to get work done: draft the follow-up email, update the HubSpot deal, create tasks from the action items, or write a handoff in Notion. Connect the relevant apps in **[Integrations](https://www.lindy.ai/docs/integrations/overview)**.

![Lindy identifies objections from three sales calls, then creates objection battle cards and shares them with the team.](https://www.lindy.ai/_sherpa/assets/static/docs/c56e0047ca2c-usecase-meetings-v2.jpg)

## Organize with folders

Group meetings by customer, project, or team. A meeting can belong to more than one folder.

### Create a folder

Click **New folder** beside **Folders**, then give it a name, such as **Sales calls**.

### Choose who can see it

Under **Who can see it**, choose **Only you**, **Specific people**, or **Your entire team**. Sharing a folder gives those people access to its meetings, so they can review the calls and ask Lindy questions about them.

### Describe the calls you want (optional)

Turn on **Suggest meetings by email** and describe what belongs, such as “Calls with prospects or customers about buying our product. Exclude internal sales meetings and vendor pitches.”

![A Sales calls folder shared with the entire team, with email suggestions enabled for prospect and customer calls and internal meetings and vendor pitches excluded](https://www.lindy.ai/_sherpa/assets/static/docs/c692ac862f87-create-folder.png)

### How meeting suggestions work

Lindy uses meeting titles, participants, and what was discussed to find calls that match your description. It checks your recent recordings when you enable suggestions, then checks new meetings after they finish.

Review matches under **Suggested for this folder**. You’ll also receive an email when a new meeting matches, with a link to review it. By default, suggested meetings are added only after you approve them.

Deselect any meetings you don’t want, then click **Add**. The button shows how many meetings you’ve selected. **Dismiss** skips all current suggestions.

![Sales calls folder with suggested meetings selected and an Add 38 button; customer names and faces are fictional examples](https://www.lindy.ai/_sherpa/assets/static/docs/bfaf2c7161d9-folder-suggestions-fictional.png)

You can also file a meeting yourself: open it and click **Add to folder**. Check the folder’s access before adding a private call.

## Turn on recording

- Connect your Google Calendar or Microsoft Outlook calendar in **[Integrations](https://www.lindy.ai/docs/integrations/overview)**.

- On **Meetings**, click the **settings gear** in the top-right corner to open **Meeting recording**. You can also find it under **Routines → Personal**.

- Turn recording on and choose which meetings Lindy should join.

![Meetings page with fictional upcoming calls and the settings gear highlighted in the top-right corner](https://www.lindy.ai/_sherpa/assets/static/docs/f32cd93dae88-recorder-settings-entry-v2.png)

Lindy joins as a visible, named participant. After the call, the recording, transcript, and summary appear in your library.

Use the same settings panel to customize recording:

![Meeting recording settings with a fictional account and notetaker name, showing which meetings to join, recap delivery, and summary instructions](https://www.lindy.ai/_sherpa/assets/static/docs/171d3e7f12e6-recorder-settings-panel.png)

 | Setting | What to choose |
 | Join meetings | Which meetings Lindy joins automatically. |
 | Notetaker display name | The name people see when Lindy joins the call. |
 | Your recap | Where you receive your meeting recap. |
 | Email recap to participants | Whether participants receive a recap, and who receives it. |
 | Instructions | What to include in summaries and how to structure them. |

## Post-meeting follow-ups

[Video: Turn calls into follow-ups](https://www.lindy.ai/_sherpa/assets/static/docs/ebe9e3d6cad7-12-followups.mp4)

Turn calls into follow-ups · 0:43

Use **Follow up actions** in **Meeting recording** to tell Lindy what to do after a call. Describe the work and which meetings it applies to:

- “After sales calls, update the HubSpot deal with decisions and next steps.”

- “Send me a Slack DM with action items, owners, and any agreed deadlines.”

- “After customer interviews, add the feedback to our Notion research page.”

Recap delivery follows your recording settings. Custom follow-up actions use your connected tools and the instructions you set.

## Before your next meeting

### [Meeting Prep](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep)

Get context on the people and topics before a call.

### [Smart Scheduling](https://www.lindy.ai/docs/features/meeting-assistant/scheduling)

Ask Lindy to find a time and arrange the meeting.

### [Booking links](https://www.lindy.ai/docs/features/booking-links)

Share a link so people can book an available time.
