Meeting summaries

After a Zoom or Teams video meeting, or after a live recording in the CallMerlin app or desktop, you can ask for a summary and action items in any CallMerlin channel. Merlin creates one summary and stores it. Follow-up questions use the stored summary, not the full transcript.

Wait for the transcript (Zoom / Teams)

Do not ask immediately after hanging up Zoom or Teams. Those platforms must process the transcript first. CallMerlin can only summarize once that file is available.

Tip: Wait until Zoom emails you that the transcript is ready, or until the transcript appears in the Teams meeting chat. Only then ask CallMerlin. If you ask too early, you get a message that no transcript is available yet.

Live recordings in the app or desktop do not have this wait: processing starts when you press Stop.

How fast is CallMerlin itself?

Once the transcript or recording is available:

• First summary: usually 15–60 seconds (fetch or upload + AI)
• Follow-up questions ("what were the action items?"): faster, Merlin uses the stored summary

Channels

Live recording is only available in the app and desktop. Asking for the summary afterward works in any channel.

PIN permissions

Grant PIN users Meeting summaries under PIN users → Permissions. This applies to Zoom, Teams, and live recording.

Live recording (app & desktop)

For face-to-face or hybrid meetings without a Zoom/Teams transcript, record the conversation in CallMerlin (not with the system voice memo).

How it works

1. Sign in with your PIN in the CallMerlin app or desktop
2. Open Record meeting
3. Confirm consent: inform all participants before you record
4. Start recording; stop when the conversation ends
5. CallMerlin uploads the audio, creates a summary with action items, and deletes the raw audio
6. Remember the title on the result screen (that text disappears when you leave the screen). Follow up in chat, for example:
   • Summary of <title>
   • Action items from <title>
   • Follow-up questions from the latest F2F
   • Which F2F titles do you know?
   • Put the action items from <title> into CRM / mail / tasks (permissions and approval still apply)

Participants before recording

Optionally fill in Participants before Start (name + role). Example: Me: Jan (AM); Customer: Piet Jansen (procurement). That context feeds the summary and field debrief so action items are easier to attribute.

CallMerlin does not invent gender from voice and does not store voiceprints. Speakers may be separated in the transcript; names come from your participant list or clear spoken text, not biometric recognition.

Field post-visit (log the visit)

After a successful live recording you can use Log recording in CRM (or ask the same in chat). Merlin proposes a note/activity and tasks on your connected CRM(s). Writes always need approval. With no CRM connection Merlin will not promise a write; go to Connections.

Optionally before the next visit: ask for a Pre-meeting briefing (context from connected CRM + latest meeting summary if available).

Honest ROI language: less double typing, faster handoff after a visit, one stack for Zoom, Teams and live recording. No invented Fortune-company figures.

Requirements

• PIN permission Meeting summaries
• Max. 90 minutes or 50 MB per recording
• Recording duration counts toward your minute bundle (same wall-clock as webcall)

Difference from Zoom / Teams

Zoom

Requirements

• Zoom Pro or higher
• Cloud recording enabled
• Audio transcript enabled in Zoom recording settings
• Host records to the cloud
• Zoom connected under Connections (OAuth)

Setup

1. In the Zoom web portal go to Recording settings
2. Enable Cloud recording and Audio transcript
3. Connect Zoom in CallMerlin under Connections
4. Grant the PIN permission Meeting summaries
5. Ask for example: @CallMerlin summarize the latest Zoom meeting

Microsoft Teams

Requirements

• Microsoft 365 connected under Connections
• Live transcription enabled during the meeting
• Tenant admin: enable meeting transcription for online meetings in Microsoft 365
• PIN permission Meeting summaries

Setup

1. Connect Microsoft 365 under Connections
2. Enable transcription during each meeting (meeting controls)
3. Ask your IT admin to enable meeting transcription for online meetings (Microsoft 365 tenant)
4. Grant the PIN permission Meeting summaries
5. Ask in Teams: @CallMerlin summarize the latest meeting

See also Teams channel for webhook setup.

Slack voice clips

Separate from meeting summaries: send @CallMerlin a voice clip (voice message, max. 5 min). Merlin transcribes the clip and replies in the thread. Works with the standard CallMerlin Slack app; no extra setup needed.

See Slack channel.

Difference: thread summary vs. meeting summary

Limits

• Paid plan: maximum 20 meeting summaries per account per day (Zoom, Teams, and live recording share this limit)
• Trial: maximum 2 per day (same shared limit; 7 days → max 14)
• Maximum 50 follow-up questions per account per day
• Summary remains available for 90 days

Billing

• Zoom / Teams via Slack or Teams chat: count as a normal chat session (1 minute per new session, after 10 minutes of silence)
• Live recording (app / desktop): recording duration counts 1:1 toward your minute bundle (wall-clock), same as webcall