Meeting recordings and notes
ReferralPulse can join your video meetings with partners (Zoom, Google Meet, Microsoft Teams), record them, transcribe, and produce an AI summary with key points and action items. The point isn't to capture the meeting word-for-word, it's to extract the things you'd otherwise scribble in a notebook: what the partner does, what they're looking for, who they want to be referred to, and what to follow up on.
The recording happens in the background. After the meeting, you walk into the Meetings page and the notes are already there.
Where to find it
Where to find it: Sidebar → click on Schedule then look at the meetings tab, OR go directly via /dashboard/meetings. Also reachable from the Meetings entry in the avatar dropdown (top right) and the Upcoming Meetings card on the home dashboard.
The page header is Meetings with the Schedule Recording button on the right. Below the search bar there are four stat tiles (In view, Recorded, With transcripts, In progress) and three tabs: Upcoming, Past Recorded, and Past Not Recorded. The list of meetings sits below the tabs.
The page only shows meetings where at least one attendee is in your partner list. If a meeting is missing, the most likely reason is that the other person isn't a partner yet. Add them, then refresh.
Methods
Let the bot record automatically
Where to find it: Sidebar → Schedule or /dashboard/meetings → on the Upcoming tab, the Manage rules link in the page header opens the recording rules panel.
The default behavior is set per-user. You can choose to record every partner meeting, no meetings (manual approval each time), or set rules by partner or meeting type. Once configured, the bot joins matching meetings on its own and you don't need to do anything. The Recording rules accordion sits above the upcoming meetings list. Click Recording rules to expand it and add a skip rule.
Each upcoming meeting also has a per-meeting Recording toggle in its row. If you want to skip one meeting that would otherwise be recorded (or record one that wouldn't), flip the toggle on that row.
If a meeting was unexpectedly skipped or unexpectedly recorded, the toggle on the row tells you what the bot decided and why. You can override the rule for that meeting without changing your defaults.
Schedule a recording manually
Where to find it: Sidebar → Schedule → /dashboard/meetings → Schedule Recording button (top right of the page).
For meetings that aren't on your calendar yet (an ad-hoc Zoom you set up by text, a meeting where the calendar invite went to the wrong account), use Schedule Recording. The dialog asks for the meeting URL, the start time, and which partner is on the call, then schedules the bot to join that link.
The bot needs the meeting URL, not the dial-in number. Pasting a Zoom link works; pasting a phone-bridge address does not.
Read the notes after the meeting
Where to find it: Sidebar → Schedule → /dashboard/meetings → Past Recorded tab → click any row.
Click any recorded meeting in the list to open its detail page. You get:
- AI Summary at the top: two or three sentences capturing what happened.
- Tabs below: Transcript (the full speaker-attributed transcript), Key Points (the bullet-list digest of what came up), and Action Items (the to-dos extracted from the conversation, each one click-to-create as a task).
- Share with attendees button next to the summary. Sends the summary by email to the partners on the call. You review the draft before it goes out.
The Action Items list is where most of the value lives for a referral business. Each action item has an Add as task button that creates a follow-up task linked to the meeting and the partner.
Find a past meeting
Where to find it: Sidebar → Schedule → /dashboard/meetings → search bar at the top of the page (placeholder: "Search by title, partner, or client...").
The search filters by meeting title, partner name, or client name in the AI summary. Useful when you remember "I had that conversation about the M&A engagement" but can't remember exactly when.
By voice or in chat
Where to find it: Top of any dashboard page → AI Chat button → ask about meetings.
What did we cover with Patricia Hoffman last week?
Show me the action items from yesterday's call with Robert Ashford.
The assistant pulls the summary, key points, or action items and reads them back. Useful when you're prepping for a follow-up call and want a one-line refresher.
Get more out of your assistant
The most consequential thing meetings produce is the data extracted from the conversation. The dominant case isn't updating an already-rich profile, it's populating blank fields on a brand-new partner's first call. A typical first conversation includes:
- What the partner does for a living and what they specialize in.
- The kinds of clients they work with (their ideal customer).
- The kinds of partners they're looking for (their desired referral partner types).
- Where they're based, who they collaborate with, what they're working on.
The transcript and the meeting summary feed these fields automatically when they're empty, so a five-minute first call with a new partner can leave them with a substantially fleshed-out profile in your network. From that point on, every action your assistant takes about that partner (intro drafts, dormant-partner alerts, recommendations) is grounded in real conversation rather than guesses.
If you've been adding partners by hand and skipping the optional fields, recording the next conversation with each one is faster than going back and filling the form. Five minutes of real chat fills more of the profile than ten minutes of typing.
On the iOS app
Where to find it: Bottom navigation → tap Meetings in the more menu, or open via the home Briefing tab's upcoming meetings list.
On iOS the meetings page is a streamlined list. Each row shows the partner, the date, the recording status, and (for past meetings) the AI summary. Tap into a meeting to read the transcript or copy an action item to your tasks.
You can also ask the assistant by voice while you're walking out of the office:
Read me the action items from the call with Patricia.
The assistant reads them aloud and offers to create tasks for each one.
The bot doesn't need your phone in the meeting. It joins the video call as a separate participant on the server side, so you can drive, walk, or take a Zoom from a different device and the recording still happens.