Tips for Recording Calls

Learn essential tips and best practices to ensure your calls are recorded successfully in Outdoo AI, from scheduling requirements to permission settings.

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 30 minutes ahead of time to allow Outdoo AI to scan and schedule the recording. For last-minute or unplanned calls, manually add the Outdoo AI bot. 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 Marking Events as 'Private' or Including 'Skip Words': Marking an event as Private or including Skip Words hides meeting details from Outdoo AI, preventing it from joining the call.

Ensure Outdoo AI Has Access to the Meeting Room: If using a waiting room or password-protected meetings, provide the notetaker with access or 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 the setting "Record whether I am host or Guest" is enabled in Meeting Settings.

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 ensure there is a green checkmark next to your integration
  • Ask your tech admin to confirm your recording setup in Company Settings > Team Members

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

If you need help, contact support at support@outdoo.ai.