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Documentation Index

Fetch the complete documentation index at: https://lindyai-docs-update-claude-guidance.mintlify.app/llms.txt

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Overview

Lindy Meeting Recorder joins your meetings, records them, transcribes conversations, and sends you comprehensive notes with action items — all automatically.
Meeting Recorder workflow showing Calendar trigger, recording, and follow-up actions

How It Works

The input is a virtual meeting link. When set to auto, it’ll join automatically when any Google Meet, Zoom, or Microsoft Teams link is in its context. Below is how a Lindy with the Meeting Recorder is usually structured:

1. Calendar Event Trigger

  • Activates before scheduled meetings
  • Filters for specific meeting types (optional)
Typically used with this trigger to get calendar links for automatic meeting access.

2. Record Meeting Action

When it finds a virtual meeting link, your agent automatically joins and you’ll see two execution paths:
  • After meeting starts: Immediate actions during the meeting
  • After meeting ends: Post-meeting processing with full transcript access
Your agent joins as “Lindy Meeting Notetaker” and records everything with real-time transcription.

3. Post-Meeting Actions

After the meeting ends, you can:
  • Send a summary via Slack or email
  • Set up an AI follow-up assistant to answer questions
  • Save recordings and transcripts wherever you want
  • Click into your task to view the recording and transcript
Use conditions to perform different actions depending on the type of meeting

Common Use Cases

  • Sales Calls — Capture notes and CRM updates
  • Recruiting — Document interviews and candidate feedback
  • Team Meetings — Track action items and decisions
  • Client Meetings — Generate professional summaries

Google Calendar

Set up calendar connections

Field Configuration

Customize email outputs

Agent Steps

Configure follow-up assistants

Knowledge Base

Store meeting insights