Meeting assist

Open Meeting assist to see Today, Upcoming, and Past meetings. The default agenda covers the past 30 days and upcoming seven days. Search by meeting title or attendee email, and use the date and user filters to find the right meeting. The date range controls what you see; it is not a recording-retention limit.

Enable automatic recording to have the notetaker join future calendar meetings by default. Use Enable meeting recording on this page or manage the default in Settings → Meeting recording. To send a notetaker now, use Join with a link, including when automatic recording is off.

Live insights use your team's knowledge corpus. Meeting assist and its knowledge features depend on your organization's setup. If they are unavailable, chat with us about enabling them and connecting your knowledge corpus.

Open an upcoming meeting and use Recording to turn the notetaker on or off for that meeting. This overrides your default for that meeting only. You cannot turn on an upcoming meeting's recording control within 15 minutes of its start. You can still turn recording off. During recording, select Stop recording to stop the notetaker, including when the meeting runs beyond its scheduled end.

If a meeting is already in progress without a notetaker, expand it, check or paste its Meeting link, and select Join now. The supported links are Zoom, Google Meet, Microsoft Teams, and Webex. Admit the notetaker from the waiting room if prompted; recording and transcription begin after it joins.

Calendar recording and live coaching controls apply to meetings associated with you. Calendar meetings you see through a teammate filter are view-only. Stopping the recording and stopping the live coach are separate actions.

Use this when you need a recording now, including for a meeting that is not in your calendar.

1. Open Meeting assist and select Join with a link.
2. Paste a Zoom, Google Meet, Microsoft Teams, or Webex URL into Meeting link.
3. Check Calendar meeting (optional). Athean may suggest a meeting from the link and time. Confirm the right occurrence, choose another meeting associated with you, or select No calendar meeting.
4. Select Join now and admit the notetaker from the waiting room if prompted. Recording starts after admission.
5. Check the recording detail that opens. Its status shows progress; the recording, transcript, and summary appear when available.

Use Stop recording while the notetaker is active. After it ends, Join again opens the link dialog to send a notetaker again. These controls are available for recordings you created or are associated with.

A recording can be saved without a calendar meeting. Use Associate with a meeting, choose an accessible calendar occurrence, then select Associate recording. The existing recording and summary are preserved.

If the link is rejected, check that it is a supported meeting link. If the calendar selection blocks joining, choose a meeting associated with you or No calendar meeting. If a later association fails, the recording remains saved; choose an accessible meeting and try the association again. If stopping fails, the notetaker may still be in the meeting; use Stop recording again and check its status.

Select your recorded meeting while it is in progress, or select Open coach. The coach can engage automatically when your recorded meeting enters its live window. Check the meeting title, especially if you have overlapping meetings.

Keep the coach open while you want live assistance. It uses the conversation and your organization's knowledge corpus to surface relevant facts for questions, objections, and requirements. Open a fact's source link to inspect the material behind it. The coach is selective, so a quiet period does not necessarily mean it has stopped working.

Use Ask knowledge base, when available, to ask your own question and receive an answer grounded in your team's material.

Select Stop to stop coaching for the selected meeting. This ends the live coach session; it is separate from the meeting's recording setting. Live insights begin from the time you engage the coach and are not generated afterward for portions you did not watch.

After the meeting, select View recap in the coach or reopen the recorded meeting in Meeting assist. Meetings that ended today stay under Today. Earlier dates appear under Past meetings, newest first; entries without a recording show Not recorded.

Recordings without a calendar meeting appear under Today or Standalone recording history. Open one to review Summary and Recording & transcript. For a calendar meeting with several attempts, use its Recordings list to open the individual recordings.

Processing can take time after the meeting ends. A notetaker that leaves before recording begins may have no recording or transcript. If transcript processing fails, any available recording and transcript remain available for review.

The recap brings the recording and transcript together with the cited insights that appeared during the live conversation. Use the transcript download and summary copy controls when you need to work with those materials elsewhere.

Check the agreed commitments, then create follow-up tasks for the relevant contacts, with a due date and notes about what you agreed. Review the resulting work in Tasks. Use the recap as context for your follow-up email or a presentation.