1
Download and Install
Go to Settings → Meeting Intelligence → Notetaker Integrations and download the Metal Notetaker App. Install it and sign in with your Metal account so recordings link back to your workspace.
2
Grant Permissions
On first launch, the app asks for a few macOS permissions so it can detect, record, and transcribe your meetings:
- Microphone — captures your voice and audio during the meeting.
- Screen Recording — lets the app detect and record your meetings.
- Accessibility — lets the app detect meeting windows and control system audio.
- Full Disk Access (optional) — improves meeting detection for Microsoft Teams. Without it, some Teams meetings may be missed.
3
Record a Meeting
Once set up, recording is mostly automatic. Calendar events Metal recognizes as investor-related are flagged and appear in the Desktop App. When the meeting starts, you’ll get a notification and recording begins by default. You can turn it off from the notification if you don’t want the call captured.If a meeting isn’t detected automatically, you can add it manually:
- Add Upcoming Meeting — for an upcoming call the app didn’t detect as investor-related.
- Record a Live Meeting — for an ongoing call the app didn’t detect as investor-related.
Post-meeting analysis is generated and viewed on the Metal platform, not in the Desktop App. Once a call is completed, open Meeting Intelligence → Completed to see the transcript and analysis.
Why Use the Desktop App
Nothing to Admit Mid-Call
A bot notetaker has to be let into the meeting and managed as a participant — a waiting-room step or an admit prompt at the start of every call. The Desktop App just records from your machine, so there’s one less thing to handle when a call kicks off.
Reliable Even When a Bot Can't Join
Bots can be held in a waiting room, blocked by host settings, or dropped mid-call — and when that happens, you lose the recording. Because the Desktop App captures the audio on your device, the call is recorded regardless of how the host’s meeting is configured.