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.
FAQs
Do I need to keep the app open during a meeting?
Do I need to keep the app open during a meeting?
No. Closing the app window doesn’t quit it — it keeps running in the background so it can detect and record meetings. However, if you quit it fully from either the Dock or the menu bar, it can’t detect or record meetings.
Can I run Metal alongside another recording app?
Can I run Metal alongside another recording app?
We’d recommend against it. Running another meeting recorder at the same time as Metal can prevent Metal from recording, so we recommend keeping Metal as the only Desktop Recording App for calls you want captured.
Why wasn't my meeting recorded?
Why wasn't my meeting recorded?
This may be either because the meeting wasn’t detected as investor-related on our platform, the app was quit, or some other issue or conflict. If you’re unable to identify the cause, reach out to us via Help → Chat with Us on our platform.
Where do I see the transcript and analysis?
Where do I see the transcript and analysis?
On the Metal platform, not in the Desktop App. Once a call is completed, open Meeting Intelligence → Completed to see the transcript and analysis.