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

# Recording & Summaries Examples

> Real-world examples of recording calls and generating summaries with BuildBetter

Learn how to record calls and generate AI-powered summaries through practical, step-by-step examples.

## Example 1: Automatic Recording with Calendar Integration

**Scenario**: Automatically record all customer calls scheduled on your calendar

<Steps>
  <Step title="Connect Your Calendar" stepNumber={1}>
    1. Go to **Settings > Integrations**
    2. Click **Google Calendar** or **Outlook**
    3. Click "Connect" and authorize BuildBetter
    4. Your calendar is now connected
  </Step>

  <Step title="Set Up Recording Rules" stepNumber={2}>
    1. Go to **Settings > Organization > Bot Recording Rules**
    2. Click "Create Rule"
    3. Configure rule:
       * **Type**: Attendee's Email
       * **Condition**: is
       * **Value**: `@customerdomain.com`
    4. Click Save
  </Step>

  <Step title="Verify Upcoming Calls" stepNumber={3}>
    1. Go to **Home** page
    2. Check "Upcoming Calls" section
    3. See scheduled meetings that will be recorded
    4. Toggle recording on/off for specific events if needed
  </Step>

  <Step title="Bot Joins Automatically" stepNumber={4}>
    When the meeting starts:

    * BuildBetter bot joins as a participant
    * Recording begins automatically
    * Real-time transcription runs
  </Step>

  <Step title="Access Summary After Meeting" stepNumber={5}>
    After the call ends (10-15 minutes):

    * Check your email for summary (if notifications enabled)
    * Or go to **Recordings** section
    * Open the call to view full summary
  </Step>
</Steps>

<Tip>
  Use recording rules to automate which meetings get recorded. Create rules for customer-facing calls while excluding internal standups.
</Tip>

## Example 2: Manual Recording with Meeting Link

**Scenario**: Record an ad-hoc call that wasn't scheduled on your calendar

<Steps>
  <Step title="Get Meeting Link" stepNumber={1}>
    Copy the Zoom, Google Meet, or Teams link from your invite
  </Step>

  <Step title="Join Call Manually" stepNumber={2}>
    1. In BuildBetter, click **Upload** or **Record** button
    2. Select "Join Call"
    3. Paste the meeting URL
    4. Set privacy (Workspace or Participants)
    5. Click "Join Meeting"
  </Step>

  <Step title="Bot Joins Meeting" stepNumber={3}>
    * Bot appears as "BuildBetter" in participant list
    * Recording starts when call begins
    * Continue your meeting normally
  </Step>

  <Step title="View Summary" stepNumber={4}>
    After the call:

    * Recording processes automatically
    * Check **Recordings** section for the call
    * Open to view AI-generated summary
  </Step>
</Steps>

## Example 3: Upload Existing Recording

**Scenario**: You have a recording from another tool and want BuildBetter to analyze it

<Steps>
  <Step title="Access Upload" stepNumber={1}>
    1. Go to **Recordings** section
    2. Click **Upload** button
  </Step>

  <Step title="Select File" stepNumber={2}>
    * Drag and drop your file (MP4, MP3, MOV, WAV, etc.)
    * Or click to browse and select
    * File size limit: 5GB
  </Step>

  <Step title="Add Details" stepNumber={3}>
    Fill in:

    * **Title**: Meeting name
    * **Date**: When the call occurred
    * **Participants**: Add names/emails (optional)
    * **Privacy**: Workspace or Participants
  </Step>

  <Step title="Upload and Process" stepNumber={4}>
    * Click "Upload"
    * Processing starts automatically
    * Wait 10-30 minutes depending on file size
  </Step>

  <Step title="Access Summary" stepNumber={5}>
    Once processing completes:

    * Find recording in your list
    * Open to view transcript and summary
  </Step>
</Steps>

## Example 4: Regenerating Summaries with Custom Focus

**Scenario**: The default summary doesn't emphasize what you need - regenerate with specific focus

<Steps>
  <Step title="Open Call" stepNumber={1}>
    Navigate to the recording in your Recordings list
  </Step>

  <Step title="Access Summary Tab" stepNumber={2}>
    Click the "Summary" tab to view current summary
  </Step>

  <Step title="Regenerate" stepNumber={3}>
    1. Click the **Regenerate** icon/button
    2. In the dialog, add specific instructions:
       * "Focus on technical requirements and API needs"
       * "Emphasize pricing concerns and budget discussion"
       * "Extract all action items with owners"
    3. Click "Regenerate Summary"
  </Step>

  <Step title="Review New Summary" stepNumber={4}>
    * Wait 30-60 seconds for regeneration
    * Review the new summary with your specified focus
    * Repeat if needed with different instructions
  </Step>
</Steps>

<Info>
  Regeneration uses the same transcript but applies your custom focus to generate more targeted summaries.
</Info>

## Example 5: Weekly Summary of All Customer Calls

**Scenario**: Get a weekly digest of all customer conversations

<Steps>
  <Step title="Create Scheduled Task" stepNumber={1}>
    1. Go to **Settings > Account > Scheduled Tasks**
    2. Click "Create New Task"
  </Step>

  <Step title="Configure Task" stepNumber={2}>
    * **Name**: "Weekly Customer Calls Summary"
    * **Instructions**: "Summarize all customer calls from the past week. Include key feature requests, pain points, and action items. Group by customer account."
    * **Schedule**: Weekly, Monday at 9 AM
    * **Timezone**: Your timezone
  </Step>

  <Step title="Save and Activate" stepNumber={3}>
    * Click Save
    * Task runs automatically every Monday at 9 AM
  </Step>

  <Step title="Review Results" stepNumber={4}>
    Every Monday:

    * Check **Chat** section
    * Find thread named "Weekly Customer Calls Summary"
    * Review AI-generated analysis
    * Ask follow-up questions in the chat if needed
  </Step>
</Steps>

## Best Practices

<Check>
  **Test your recording setup**: Do a test meeting before important calls
</Check>

<Check>
  **Use recording rules**: Automate which meetings get recorded
</Check>

<Check>
  **Assign speakers**: Label unknown speakers for accurate attribution
</Check>

<Check>
  **Regenerate when needed**: Use custom focus for targeted summaries
</Check>

<Check>
  **Organize with folders**: Create collections for different meeting types
</Check>

## Common Use Cases

### Sales Calls

* Record all prospect meetings automatically
* Generate summaries with focus on pain points and objections
* Track competitive mentions across calls

### Customer Success

* Record quarterly business reviews
* Summarize health check conversations
* Track customer satisfaction and risk signals

### Product Research

* Upload user interview recordings
* Generate summaries focused on feature requests
* Extract quotes for documentation

### Team Meetings

* Record sprint planning and retrospectives
* Generate summaries with action items
* Track decisions and blockers

<Warning>
  Always notify participants when recording. Check compliance requirements for your industry and region.
</Warning>

For more details on recording methods, see [Recording Methods](/pages/Calls%20&%20Recordings/recording-methods).