Record and transcribe a meeting on mobile

Open Meetings in the SmallForce mobile app and select Record meeting.

Before recording

• Confirm the correct SmallForce organization is selected.
• Tell participants that the meeting will be recorded when consent is required.
• Grant microphone permission when prompted.
• Check available storage and battery for a long meeting.

During the meeting

Use the recording bar to pause, resume, finish, or discard the recording. On supported iPhones, a Live Activity can show the recording state while SmallForce is in the background. The mobile recorder supports background recording after permission is enabled.

After the meeting

When you finish, SmallForce saves a recoverable local recording before attempting upload. Keep the app connected until upload completes. After the recording reaches the organization, transcription begins or can be retried from the meeting.

Open the meeting to play the audio, read the transcript, or retry a failed upload or transcription. Once the transcript is available, ask an employee to produce a summary, decisions, owners, deadlines, risks, or follow-up messages.

Do not permanently delete the local copy until the uploaded meeting and transcript are visible in SmallForce.