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Automatically link Google Meet transcripts and recordings to CRM activities
Overview
When Google Meet generates transcripts or recordings, the CRM automatically discovers and links them to the corresponding activity.
Google Meet can automatically transcribe meetings and save recordings as files in Google Drive. The CRM detects these files and links them to the matching CRM activity, so you can access meeting transcripts and recordings directly from the activity detail view without any manual work.
Requirements
What you need for automatic transcript linking to work.
- Google account connected — Your Google account must be connected in Settings → Integrations.
- Meet transcript permissions — The CRM needs the “Meet transcript” permission. If you connected Google before this feature was added, you'll see a banner prompting you to reconnect.
- Transcription enabled in Google Meet — Your Google Workspace admin must have transcription enabled for your organization. Personal Google accounts may not have this feature.
- Calendar sync active — The meeting must be synced to the CRM calendar so the transcript can be matched to the right activity.
How It Works
The automatic discovery and linking process.
Meeting occurs with transcription enabled
CRM discovers the files
File matched to activity
File linked automatically
Viewing Transcripts
Where linked transcripts and recordings appear.
Activity Detail Panel
When you open an activity from the calendar, a Transcripts & Recordings section appears if Meet files have been linked. Each file shows:
- A document or video icon indicating the file type
- The file name (clickable — opens the Google Doc or video in a new tab)
- An “Auto-linked” badge showing this was automatically linked
- The date the file was created
Linked Files Section
Meet files also appear in the standard Linked Filessection on contact and company detail pages (if the activity is associated with a contact). Auto-linked Meet files display a small blue “Meet” badge to distinguish them from manually linked files.
Settings
Control automatic transcript linking.
Enable or Disable
Go to Settings → Integrations. In the Sync Settings section, you'll find:
- Auto-link Meet transcripts — Toggle this on or off. When disabled, the CRM stops scanning for new transcripts. Existing links are preserved.
This toggle only appears when a Google account is connected.
Reconnecting for Permissions
What to do if the CRM needs additional permissions.
If you connected your Google account before the Meet transcript feature was available, the CRM may not have the required permission to read Meet files. In this case, a yellow banner appears in the Sync Settings section with a “Reconnect Google” link. Clicking it starts a new OAuth flow that requests the additional permission. Your existing email and calendar sync continues uninterrupted.
Troubleshooting
Common issues and solutions.
Transcript not appearing on activity
Transcripts may take up to 15 minutes to be discovered after a meeting ends. Also verify that the meeting was synced to the CRM calendar — the CRM can only link transcripts to meetings it knows about.
Transcript linked to wrong activity
This is rare but can happen with fuzzy title matching when two similar meetings occur close together. You can unlink the file from the Linked Files section and manually link it to the correct activity.
“Additional permissions required” banner
Click “Reconnect Google” to re-authorize with the Meet transcript permission. This does not disconnect your existing integration.
No transcripts for personal Google accounts
Google Meet transcription is typically a Google Workspace feature. Personal Gmail accounts may not generate transcripts. Check with your Google Workspace admin.