Introducing: auto-record rules and restrictions at a workspace level! 🎉 These rules and restrictions can help streamline your workspace's recording process, ensuring that important meetings are captured automatically while respecting privacy and compliance requirements.
Note: This is an Enterprise Plan feature and only an administrator of your workspace can configure these
Looking for something specific? Jump ahead to these sections:
Key Features
Workspace-Level Auto Record Rules
Purpose: Automatically record specific events based on defined criteria.
Setup: Admins can create auto-record rules that apply to everyone in the workspace or to specific users and their direct reports.
Customization: Rules can be customized based on internal/external attendees, the number of invitees, specific keywords, and more.
Group-Level Auto Record Restrictions
Purpose: Prevent certain meetings from being recorded.
Setup: Admins can enforce restrictions that override any auto-recording rules. If a meeting matches the restriction criteria, it will not be recorded under any circumstances.
How to Set Up Workspace Wide Auto Record Rules
Creating a Rule
Head to your workspace settings > Note Taker & AI > Recording Rules & Restrictions:
Choose to apply the rule to everyone in the workspace or select specific users and their direct reports.
Define the rule filter values:
Internal/External Meetings: Choose whether the rule applies to internal meetings (all attendees within the organization) or external meetings (at least one external attendee).
Number of Invitees: Set criteria based on the number of people on the calendar invite.
Keywords: Add keywords that must or must not be present in the meeting title or invitee emails.
When you're done, it should look like this:
Managing Multiple Rules
Admins can create multiple rules with different criteria.
If a meeting matches any single rule, it will be recorded.
How to Set Up Workspace Wide Auto Record Restrictions
Creating a Restriction
Head to your workspace settings > Note Taker & AI > Recording Rules & Restrictions:
Define criteria that will prevent a meeting from being recorded by selecting either the user and their direct reports or an entire workspace:
Once a restriction is in place, no meetings that match the criteria will be recorded, even if they match an auto-record rule:
Considerations and Limitations
Disabled Users: If a manager is disabled, their auto-record rules may still apply to their direct reports.
Rule Precedence: Restrictions take top precedence, followed by note series settings (manual overrides), and finally, auto-record rules on a per user level.