Articles on: Recording and Transcribing File Note Meetings

Enabling and Exporting Transcripts from Teams, Zoom and Other Platforms

Recording meeting transcripts is essential for effective documentation and streamlined workflows, especially when using AI tools like Claras. This guide will walk you through how to enable and export transcripts in popular conferencing tools.

Why Transcripts Matter


Claras relies on high-quality meeting transcripts to generate accurate and comprehensive file notes. By providing Claras with raw transcripts, you ensure the best possible output for your client documentation. Read our best practice recording tips here.

Enabling and Exporting Transcripts



Microsoft Teams



Start a Meeting
Open Microsoft Teams and start your meeting

Enable Live Transcription
Click on the three dots (More options) in the meeting controls
Select "Start transcription"

Start the transcription

Access the Transcript
After the meeting, find the transcript in the meeting chat or under the "Recordings & Transcripts" tab

Export the Transcript
Navigate to the "Recordings & Transcripts" tab
Click on the transcript and select "Download" to save it as a .vtt or .docx file
Upload to Claras when creating a new file note (You'll see the button at the bottom of the page)

Pro Tips:
As a timesaver, set Teams up to have transcripts enabled for all meetings. Ask your IT administrator to enable the Transcription setting under Meetings > Meeting policies. This setting is off by default." https://learn.microsoft.com/en-us/microsoftteams/meeting-transcription-captions
It's also useful to change the default language in your own Teams account to suit your region (eg. English UK). Follow these instructions: https://support.microsoft.com/en-au/office/change-settings-in-microsoft-teams-b506e8f1-1a96-4cf1-8c6b-b6ed4f424bc7

Learn more about recording meetings in Teams

Zoom


You need to configure Zoom to record to the cloud before live transcriptions are available. Sign in to the Zoom web portal, and navigate to Settings > Recording and enable:
Save closed caption as a VTT file
Cloud recordings
Create audio transcripts
Automatic recording - record in the cloud

Configure Zoom to record transcripts

Start a Meeting
Open Zoom and start your meeting

Record the Meeting
If recording isn't automatically enabled, click on the "Record" button in the meeting controls

Export the Transcript
Once the meeting has finished, audio transcripts are saved in VTT format. Download this file and upload it to Claras when creating a new file note.

Sign in to the Zoom web portal
In the navigation menu, click Recordings
Click the name of the recorded meeting
You will see a list of recording files
Download the Audio transcript
Upload this into Claras when creating a new file note (You'll see the button at the bottom of the page)

Learn more about using transcripts in Zoom

Google Meet


Google Meet doesn't have built-in transcription on lower tier subscriptions. You'll need to use a third-party tool like Otter.ai.

Enable Transcription
Use Otter.ai or another third-party tool to transcribe your meeting

Access and Export the Transcript
Follow the instructions provided by your chosen third-party tool to access and export the transcript as a txt file
Upload to Claras when creating a new file note (You'll see the button at the bottom of the page)

Learn more about Otter.ai for Google Meet

Cisco Webex



Start a Meeting
Open Cisco Webex and start your meeting

Enable Live Transcription
Click on the "Record" button and enable transcription services

Access the Transcript
After the meeting, find the transcript in your meeting recordings

Export the Transcript
Go to the "Recordings" section in the Webex portal
Click on the recording and download the transcript
Upload or copy and paste into Claras when creating a new file note

Learn more about recording transcripts in Webex

Best Practices



Test Your Setup: Before an important client meeting, test the transcription feature to ensure it's working correctly.
Inform Participants: Let all meeting participants know that you'll be recording and transcribing the session.
Review Transcripts: Quickly review transcripts for any major errors before uploading to Claras.
Secure Storage: Ensure transcripts are stored securely and in compliance with data protection regulations.

Need Help?



If you're having trouble enabling or exporting transcripts, or if you need assistance uploading them to Claras, please don't hesitate to contact our support team. We're here to help you make the most of your meeting recordings and enhance your file note process with Claras.

Updated on: 29/08/2024

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