Recording calls with Attio
Learn how to use call recording in Attio with AI-powered transcripts and insights.
Once you have enabled call recording with Attio, learn how to manually start and stop recordings, override auto-record settings for specific meetings, manage the recorder on calls, and manage video conferencing platform settings so you can start utilizing AI-generated insight summaries and transcripts from your meetings.
For a video walkthrough of Attio's call recording features, see Call intelligence in Attio Academy.
Manually start a recording
Regardless of your auto-record setting, you can manually add the Attio call recorder to any meeting. This can be useful if you want to begin recording a call early (possible within 10 minutes of its start time) or if you accidentally denied the Attio call recorder entry and want to re-invite it.
To manually start recording a meeting from quick actions:
Open Attio and use command/control+K to open the quick actions menu.
Find and select the call under Meetings.
Click Start recording.
To manually start recording a meeting from the record page:
Navigate to the record page of a person or company you are meeting with.
On the Activity tab, select the meeting you want to record.
Under Call intelligence, select Start recording. If the meeting hasn’t started yet, click the ⋮ icon and Start recording.
Within the call, admit the Attio call recorder to begin the recording.
Override auto-record settings for a meeting
By default, Attio will use the auto-record settings of meeting participants, but this can be overridden if you know that you do or do not want to record a specific call. To manually override auto-record settings:
Navigate to the record page of a person or company you are meeting with.
On the Activity tab, select the meeting.
Under Call intelligence, choose between:
Auto: May be on or off based on the auto-record settings of meeting participants
Recording on: Auto-record the call regardless of participants’ auto-record settings
Recording off: Will not record the call regardless of participants’ auto-record settings
When a Recording on or Recording off override has been set, the name of the user who set the override is shown.
Admit, deny, or stop recordings during meetings
With auto-recording enabled, you'll be prompted to admit or deny the Attio call recorder at the start of each external meeting. Admit Attio to record the call or deny it to prevent the call from being recorded.
If you've admitted Attio, you can remove it at any time to stop the recording. See below for platform-specific instructions on managing the Attio call recorder.
Note: If you join a meeting early, Attio’s call recorder will enter the waiting room 30 seconds before the scheduled start time. If not admitted within 10 minutes, it will automatically leave the waiting room.
Keep in mind, if you've just created and joined a new calendar event, the call recorder may take a few minutes to join as the event syncs with Attio.
Privacy guidelines
You must always adhere to the relevant data privacy laws of the participants of a meeting. For example, you may need to obtain consent from all participants before recording a call. It is your responsibility to ensure relevant laws are followed when using this feature, but the following guidelines may be helpful:
Notify participants before the call that you intend to record it, for example by including this in the meeting invite.
Update relevant privacy notices to include call recording.
Before admitting the Attio call recorder into your meeting, ask all participants for verbal consent to the recording of the call and make a note of this.
If any participant does not consent, either leave the call recorder in the waiting room (preventing the recording) or deny it entry.
If a participant withdraws consent during a recorded call, remove the Attio call recorder to stop the recording. The recorded portion will remain accessible in Attio from the time the recorder was admitted until it was removed.
You can delete any recorded call from Attio at any time.
Manage Attio call recorder on Zoom call
When you start a meeting with auto-recording enabled or manually begin recording on a Zoom call, a prompt will appear to the meeting host asking them to approve or decline Attio within the Zoom call.
Approve if you want the Attio call recorder to join and record the call.
Decline if you do not want the call to be recorded.
To remove the Attio call recorder and stop recording on Zoom:
Click on Participants.
Click More next to the Attio call recorder.
Click Remove.
If you want to disable the automated announcement that the call is being recorded:
Navigate to your Zoom Recording settings by going to Settings > Recording.
Scroll down to the Notification section.
For Play voice prompt for, select No one.
Manage Attio call recorder on Google Meet call
When you start a meeting with auto-recording enabled or manually begin recording on a Google Meet call, view People to see Attio waiting to be admitted:
Admit to allow Attio to record the call.
Select the ⋮ icon and Deny entry if you don’t want to record the call.
Note: Google Meet has a setting explained here that allows meeting hosts to control whether participants (including call recorders) can join without the host. If that’s not enabled, the call recorder won’t be able to join the call when the host isn’t present.
To remove the Attio call recorder and stop a recording on Google Meet:
Open People.
Select the ⋮ icon to the right of Attio.
Click Remove from the call.
Manage Attio call recorder on Microsoft Teams call
When you start a meeting with auto-recording enabled or manually begin recording on a Microsoft Teams call, Attio will wait in the lobby under Participants:
Click the checkmark or Admit to allow Attio to record the call.
Click X or Deny if you don’t want to record the call.
To remove the Attio call recorder and stop recording on Microsoft Teams:
Select the three dots to the right of the Attio call recorder.
Click Remove from meeting.
Related resources
To learn how to view and interact with calls after they've been recorded, see View and manage call recordings.
To learn how to customize insight templates for AI-generated takeaways from your call recordings, see Create insight templates for call recordings.
If the call recorder isn’t working as expected, learn how to troubleshoot call recording in Attio.