Tips for Recording Calls
Follow these tips to ensure your calls are recorded successfully.
General Tips for All Calls
Check Recording Permissions: Ensure the person initiating the call meets your organization's recording requirements. Your company may record only when the meeting organizer is a recorded team member, or when at least one participant is a recorded team member regardless of who organizes.
Schedule Meetings in Advance: Schedule meetings at least 15 to 30 minutes ahead of time to allow Outdoo AI to scan and schedule the recording. For last-minute or unplanned calls, use Record a call on the Home page. Learn how to record impromptu calls.
Include a Valid Meeting URL: Add the meeting URL to the calendar event. Avoid last-minute updates to the URL, as Outdoo AI might not process the changes in time.
Allow Browser Access for Participants: Ensure your meeting settings allow all participants to join via a web browser. Blocking this feature may prevent Outdoo AI from joining.
Avoid Private Events and Skip Terms: Marking a calendar event as private hides the meeting details from Outdoo AI, so it can't join. Meetings that match the terms or participants listed under Skip recording meetings with the following terms or participants (in My Settings > Notetaker controls) are also not recorded.
Ensure Outdoo AI Has Access to the Meeting Room: If you use a waiting room or a password-protected meeting, admit the notetaker or include the meeting password.
Start Meetings on Time: Late starts may result in the recording not capturing the meeting.
Do Not Decline Calendar Events if You Are the Organizer: Declining an event will stop Outdoo AI from recording it.
For External Host Meetings: Ensure Host/Guest Recording Preferences is set to Record all calls in My settings > Notetaker controls.
Understand Your Organization's Recording Policies: Confirm with your tech admin if both internal and external meetings are recorded or just external ones.
Consent Settings: If consent is enforced, schedule meetings in a way that ensures consent is captured. Non-compliance may result in no recording. Contact your tech admin for assistance.
Assign a New Host if Leaving the Meeting: If you leave a meeting early, assign another participant as the host to prevent disruptions to the recording.
Meeting Length: Limit meetings to 2 hours or less. Outdoo AI cannot process calls exceeding this duration.
Quick Troubleshooting
If a call is not being recorded:
- Go to My Settings and check for a green checkmark next to your calendar and meeting tool
- Ask your tech admin to confirm your recording setup in Company Settings > People Settings > Team Management
Additional Tips for Zoom Calls
To ensure the speaker view appears alongside shared screens when recordings are brought into Outdoo AI:
- In Zoom, navigate to Account Settings > Settings > Recording Tab
- Enable the option to Record thumbnails when sharing
Hope this article was helpful. For any queries, please write to support@outdoo.ai