> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up the Cassidy Meeting Recorder

> Connect your calendar, configure the Cassidy Meeting Recorder, capture conversations, and turn meeting content into useful follow-up work.

Capture conversations automatically, then use Cassidy to review summaries, search transcripts, and automate follow-up work.

[Set up and use the Cassidy Meeting Recorder](https://www.loom.com/embed/eb392767e3ca4001ba7495d12f4602c0)

## What you'll learn

* How to connect Google Calendar or Microsoft Outlook
* How to choose which meetings Cassidy joins
* How to review recordings, customizable summaries, timestamped transcripts, clips, and comments
* How to chat with meetings or use them in [Agents](/agents/overview.md), the [Knowledge Base](/knowledge-base/overview.md), and [Workflows](/workflows/overview.md)

## Put it into practice

**1. Connect your calendar**

Open **Meetings**, select Google Calendar or Microsoft Outlook, and authorize Cassidy.

**2. Configure the recorder**

Choose which meetings Cassidy joins, who receives summaries, and what recording notice appears. Keep the recorder display name consistent across your team to avoid duplicate bots and double-counted meeting hours.

**3. Review your first meeting**

Make sure someone admits the recorder to the call. After the meeting, review the recording, summary, and timestamped transcript.

**4. Use the meeting**

Chat with one meeting, search meetings you can access, or use a **Meeting ended** Trigger to automate follow-up work.

> [!WARNING]
>
> Before sharing a Workflow with a **Meeting ended** Trigger, confirm that its outputs do not expose meeting information to people who cannot access the source meeting.

## Related learning

> **[Get started with Meetings](/meetings/getting-started.md)**
>
> Follow the complete setup and recording guide.

> **[Automate meeting follow-ups](/meetings/workflows.md)**
>
> Start Workflows when a meeting ends.

> **[Chat with your meetings](/meetings/knowledge-base.md)**
>
> Search conversations and get timestamped answers.

> **[Manage meeting sharing](/meetings/sharing-and-permissions.md)**
>
> Control access and automate sharing rules.

> **[Manage your workspace](/university/manage-and-govern-your-workspace.md)**
>
> Learn how to govern your workspace.


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