Documentation

Meetings

Record meetings and conversations, import audio files, and get full transcripts with speaker identification.

Meetings is Ottex's recording workspace. Capture live audio, review a searchable transcript, then use templates to turn the conversation into notes, action items, follow-ups, and other finished outputs.

Recording a Meeting

1Open Ottex and go to Meetings in the sidebar
2Choose the project where the recording belongs
3Click "Start Recording" in the top right
4Ottex captures microphone audio and system audio if configured
5Click Stop when you are done
6Open the meeting to review the transcript and generated outputs

Meetings list with upcoming calendar event and Start Recording button — Meetings keeps upcoming calls, recent recordings, projects, search, and recording controls in one view.

Importing Audio Files

You do not have to record live. Drag an existing audio file into the drop zone at the bottom of Meetings, or click the drop zone to browse.

Supported formats include MP3, WAV, M4A, and other common audio formats.

Meetings list with file import drop zone — Use the import drop zone when the meeting audio already exists.

Reading Transcripts

Open a meeting to read the transcript, search inside it, review speakers, and switch between transcript, notes, and template outputs.

Meeting transcript with speaker names, timestamps, and search — Transcripts are organized by speaker and time, with search available inside the meeting.

AI Post-processing with Templates

Templates run AI post-processing on the transcript. Use built-in templates such as Action Items, or create your own templates for team updates, research calls, customer notes, CRM summaries, and follow-up emails.

1Open a meeting transcript
2Click "+ Template"
3Choose a template or search by name
4Ottex processes the transcript with the selected template
5Review the generated result in its own tab

Template picker inside a meeting — Choose a template from the meeting page to post-process the transcript.

Generated Action Items result from a meeting — Template results appear as tabs next to the transcript and notes.

Tip

Set a default post-processing model in Meetings settings. Individual templates can override it when a specific model is better for that job.

Speaker Diarization

When recording meetings with multiple participants, Ottex can identify different speakers and label their segments. This requires a provider that supports diarization, such as Soniox or Deepgram.

Speaker labels can be renamed in the transcript, and Ottex uses those names across the meeting view and template outputs.

Meetings Settings

Click the gear icon next to "Meetings" to configure transcription and post-processing defaults:

Speech-to-text model - which AI model to use for meeting transcription
Language - automatic detection or a specific language
Speaker recognition - match voices and assign speakers automatically
Key terms - names, terms, and abbreviations that should transcribe correctly
Post-processing model - the default model used by templates

Meetings transcription settings — Meetings settings control transcription, speaker recognition, key terms, filler removal, and the default post-processing model.