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Recording Meetings with Caret

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Before You Start

1. Caret is installed and running (look for the Caret icon in your menu bar)
2. You’ve granted necessary permissions (screen recording and microphone)
3. You’re logged in to your Caret account and workspace

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Starting a Manual Recording

1

Open your meeting application

Join your meeting in any supported application (Zoom, Google Meet, Microsoft Teams, etc.).

Caret works with virtually any audio source on your Mac, including web-based and native applications.

2

Access Caret

Click on the Caret icon in your Mac’s menu bar to open the Caret menu.

3

Start recording

Click “Start Recording” in the dropdown menu.Caret will begin capturing audio from your system and transcribing in real-time.

4

Confirm recording details

A small dialog will appear allowing you to:

• Name your meeting
• Select meeting type (call, in-person, podcast)
• Add initial tags
• Set visibility (private, workspace, or public)

These details can be edited later if needed.

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Automatic Meeting Detection

1

Enable meeting detection

In Caret’s preferences, ensure “Automatic Meeting Detection” is turned on:

1. Click the Caret menu bar icon
2. Select “Preferences”
3. Go to the “Recording” tab
4. Toggle “Automatic Meeting Detection” to ON

2

Join a meeting

When you join a meeting in a supported application, Caret will display a notification asking if you want to record the meeting.

3

Start recording

Click “Start Recording” in the notification to begin recording and transcribing.

You can set up Caret to automatically start recording detected meetings without confirmation. In Preferences > Recording, toggle “Auto-start recording for detected meetings” to ON.

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During Recording

1. A recording indicator in your menu bar (pulsing Caret icon)
2. A floating transcription window (optional)
3. Real-time translation (if enabled)

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Managing the Transcription Window

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Stopping a Recording

1

Access Caret menu

Click on the Caret icon in your menu bar.

2

Stop recording

Select “Stop Recording” from the dropdown menu.

3

Review recording

After stopping the recording, Caret will process the transcription and create a note. You’ll see a notification when it’s ready.Click on the notification or access your notes through the Caret web app.

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Viewing Your Recording

1. Open the Caret web app at your workspace URL (e.g., yourcompany.caret.so)
2. Navigate to “Notes” in the sidebar
3. Find your recording in the list of recent notes
4. Click on it to view the transcription, translation, and AI-enhanced summary

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Troubleshooting Recording Issues

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Next Steps