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User Documentation

Connect your team’s conversations to your projects with CaptureMyMeeting in just a few easy steps. View summaries and action items from your meetings directly in your project management platform within minutes. Follow the steps below to get started.


Step 1: Integrate a Meeting Application

Integrate a meeting application like Zoom or Webex so that CaptureMyMeeting can automatically import and process your cloud recordings going forward. Once processing is finished, you will receive an email notifying you that your meeting summary, action items, and sentiment analysis are ready to view.

a) Integrate Zoom

1. Click on the “Integrate Zoom” button that appears on the left side panel of your CaptureMyMeeting dashboard.

2. Complete the steps that follow to finish the authorization process.

3. After the integration is complete, sign into your Zoom account and enable transcription. This will allow CaptureMyMeeting to provide you with a fully automated experience, including automatically including speaker names in your meeting notes and transcripts.

4. At the beginning of your upcoming Zoom meetings, record each meeting to the cloud. Then, you’re all set!

For further help, view our detailed documentation on our Zoom integration, or contact support@capturemymeeting.com.

b) Integrate Webex

1. Click on the “Integrate Webex” button that appears on the left side panel of your CaptureMyMeeting dashboard.

2. Complete the steps that follow to finish the authorization process.

3. After the integration has completed, sign into your Webex account and turn on Webex Assistant for your org and user. This will allow CaptureMyMeeting to provide you with a fully automated experience, including automatically including speaker names in your meeting notes and transcripts. Cisco AI Assistant (if available) must be OFF to use Webex Assistant.

4. At the beginning of your upcoming Webex meetings, record each meeting to the cloud. Then, you’re all set!

For further help, view our detailed documentation on our Webex integration, or contact support@capturemymeeting.com.

c) Upload Your Meeting Recording to CaptureMyMeeting

Alternatively, you can also manually upload your meeting recording that you recorded using another meeting platform or recording tool.

1. Make sure your meeting recording file is downloaded locally to your computer. Meeting recording files must be in either MP4 or M4A format.

2. Click the “Choose File” button that appears on the left side panel of your CaptureMyMeeting dashboard, and select your meeting recording file.

3. After selecting your file, click the “Upload Meeting” button. Your meeting recording should begin uploading to CaptureMyMeeting, and you should see a progress circle appear.

4. After your recording has finished uploading, you will receive an email within a few minutes notifying you when your meeting summary, action items, and sentiment analysis are ready to view.


Step 2: Integrate a Project Management Platform

Integrate a project management platform like BasicOps or Todoist so that CaptureMyMeeting can store your summaries and action items directly into it.

a) Integrate BasicOps

BasicOps is an all-in-one team and project collaboration platform. With BasicOps, you can manage your tasks and projects, have team discussions, take notes, and manage your files, all within one platform.

Integrate BasicOps so that CaptureMyMeeting can automatically store each of your meetings’ summary and action items as a BasicOps Note. You can then edit your notes in BasicOps at the same time as your team members. You can also convert any portion of your notes into a BasicOps task with one click.

1. Click on the “Integrate BasicOps” button that appears on the left side panel of your CaptureMyMeeting dashboard.

2. Complete the steps that follow to finish the authorization process.

b) Integrate Todoist

Todoist is a task manager that helps you manage your to-dos, no matter how simple or complex, for yourself or for your team.

Integrate Todoist so that CaptureMyMeeting can store your meeting’s action items directly into your Todoist inbox as tasks. Then, you can use Todoist to review and organize your tasks as needed.

1. Click on the “Integrate Todoist” button that appears on the left side panel of your CaptureMyMeeting dashboard.

2. Complete the steps that follow to finish the authorization process.

3. Once your meeting recording has finished processing, you can select action items from your notes and store them directly into your Todoist inbox.



For further help, view our detailed documentation on our Todoist integration, or contact support@capturemymeeting.com.



Dashboard with All of Your Meetings

After getting set up, you can view, share, and search through your meeting content at any time via your CaptureMyMeeting Dashboard.

Click on the right of each meeting card and scroll through the options to access each CaptureMyMeeting feature:

  • Automated meeting summaries with timestamps
  • Automated action items with due dates and assignees
  • Significant positive and negative moments
  • Time-based sentiment analysis with speaker filters
  • Share with team members
  • View and download full meeting transcript
  • Search through recordings for any spoken or written words



For further help, view our detailed documentation, or contact support@capturemymeeting.com.