Help Center

AI Meeting Transcriptions

A meeting transcription is a written, word-for-word record of everything said during a recorded meeting. Instead of replaying an entire recording, you can quickly read through the conversation to review what was discussed, find specific details, or share information with your team.

Why Meeting Transcriptions Are Useful

Meeting transcriptions help you:

• Quickly reference conversations without scrubbing through audio or video
• Maintain documentation for client meetings and internal discussions
• Collaborate more easily by sharing written meeting content with others
• Power AI features such as summaries, scorecards, sentiment analysis, and participation metrics

How Meeting Transcriptions Are Created

Transcriptions can be generated automatically for all meetings or manually for individual meetings.

Automatic Transcriptions (Recommended)

When enabled, meetings are transcribed automatically after the AI meeting assistant records them.

1. Go to Calendars.
2. Click the Settings (gear icon) for the calendar.
3. Scroll to the Claudia AI (Meeting Assistant) section.
4. Enable Meeting transcription.
5. Click Save.

Once enabled, all future meetings on that calendar will be transcribed automatically.

Manual (On-Demand) Transcriptions

If automatic transcription is not enabled, individual meetings can still be transcribed manually after they are recorded.

Manual transcription options appear on recorded meetings once the audio is available.

How to View a Meeting Transcription

After a meeting has been transcribed, you can view the transcription from the related contact record.

1. Open the associated Contact.
2. Go to the Appointments tab.
3. Locate the meeting in the list.
4. Click the Actions menu (three dots) on the appointment row.
5. Select View transcription.

A side panel opens showing the full meeting transcription.

Download a Meeting Transcript as PDF

You can export a meeting transcript as a PDF directly from the transcription viewer. This makes it easy to save, print, or share the transcript in a clean format.

How to download a transcript as PDF

1. Open the meeting transcription from the related contact record.
2. Wait for the transcript to finish loading in the side panel.
3. Click Download PDF in the top-right corner of the transcription viewer.
4. Your browser will generate and download the PDF automatically.

What the PDF includes

• Meeting date and time
• Meeting duration
• Participant names
• Full transcript with speaker turns
• Timestamps for each speaker segment

Notes

• The Download PDF button appears only after the transcript has fully loaded and contains content.
• If the meeting has not been transcribed yet, the button will not appear.
• The PDF reflects the latest transcript data available in LeadCenter.

What You’ll See in the Transcription Viewer

The transcription viewer includes:

• Speaker labels identifying who spoke (when available)
• Timestamps indicating when each segment occurred
• Full conversation text displayed in chronological order

Requirements

To generate and view a meeting transcription:

• The meeting must be recorded by the AI meeting assistant
• Meeting transcription must be enabled or manually triggered

Troubleshooting

• No transcription available — The meeting may still be processing or transcription is not enabled for the calendar.
• Missing speaker names — Participants may appear as generic labels (e.g., Speaker 1, Speaker 2) if they could not be identified.
• Incomplete transcription — Overlapping speech or poor audio quality can affect transcription accuracy.