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Record, transcribe, and extract AI insights from your sales meetings directly in Salesforce. Capture meetings with ShiftUp to automatically generate transcripts and AI-powered insights that feed into your account plans and strategies. Watch the video or read the written instructions below.

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Prerequisites

  • Access to the ShiftUp app in Salesforce
  • A supported video conferencing platform (Zoom, Google Meet, Microsoft Teams, Webex, or GoTo Meeting)
  • A Google or Microsoft calendar for auto-scheduling (optional)

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Connect your calendar

Link your calendar so the ShiftUp bot automatically joins your scheduled meetings.
1

Open the Meetings page

Navigate to the ShiftUp app and select Meetings from the navigation.
2

Open Bot schedule

Select Bot schedule in the view toggle. The other option, Recordings, shows your captured meetings.
3

Connect your account

Click Connect and authorize access through your Google or Microsoft account. Once connected, upcoming meetings that are eligible for bot recording appear in the Bot schedule.
Bot schedule shows only meetings eligible for bot recording. It is not a complete view of your calendar. Recent calendar changes may take a few minutes to appear. Select the info icon next to the Manage where your meeting bot joins heading for a summary of how meeting bots work.
Meetings marked as “private” in your calendar and recurring meetings are not auto-scheduled. You can opt in to these meetings manually from the Bot schedule.

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Check your calendar connection

Once your calendar is connected, a status control at the top of the Bot schedule shows Calendar connected or the current connection state, such as syncing. Select the status control to open the connection details. The details show your calendar provider, connected account, last sync time, and a Disconnect button.

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Send the bot to a live meeting

Use this option when you want the bot to join a meeting that is already in progress or about to start.
1

Click Record meeting

On the Meetings page, click Record meeting.
2

Select Send bot

In the Record meeting dialog, select the Send bot tab.
3

Enter the meeting URL

Paste the video conference link (Zoom, Google Meet, Teams, Webex, or GoTo Meeting), then click Send bot. The bot joins the meeting immediately.
4

Wait for the bot to be admitted

If the meeting has a waiting room, the host needs to admit the ShiftUp bot. The meeting status updates as the bot progresses through joining, recording, and processing.

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Add a manual transcript

If you have a transcript from a meeting that already happened, you can add it to ShiftUp to generate AI insights without a live bot.
1

Click Record meeting

On the Meetings page, click Record meeting.
2

Select Add transcript

In the Record meeting dialog, select the Add transcript tab.
3

Paste your transcript

Paste the existing transcript text, then click Add transcript. ShiftUp processes it and generates insights automatically.

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Manage calendar scheduling

Control which meetings the bot joins from the Bot schedule. Each upcoming event states whether the bot will attend:
  • Bot will join — The bot is scheduled for the meeting, or another ShiftUp user’s bot already covers it.
  • Bot won’t join — You opted out of the meeting, or a scheduling preference blocks auto-scheduling.
  • Opt out of a meeting — Click the opt-out option on any calendar event to prevent the bot from joining.
  • Opt out of a recurring series — Use the Apply to All Future toggle to block the bot for all future occurrences in one action.
  • Opt back in — Re-enable recording for a meeting you previously opted out of. This is not available if the meeting starts in less than 10 minutes.
When you opt out, and another ShiftUp user in the same meeting is opted in, the bot is reassigned to that user rather than canceled. The meeting is recorded under their name.

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Browse your meetings

The Meetings page offers two display modes:
  • Recordings — A sortable table with columns for name, status, owner, duration, and created date.
  • Bot schedule — A month or week view of meetings eligible for bot recording, including scheduled and completed meetings.
Filter meetings by status using the tabs at the top of the page: All, Completed, Processing, Pending, and Failed. Toggle Show only meetings I own to focus on your recordings.

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View meeting results

Open a completed meeting to access:
  • Insights — AI-extracted takeaways grouped by tag with citations from the transcript. These insights automatically feed into linked account plans and strategies. See How refreshes are triggered for the mechanics.
  • Transcript — Full searchable transcript with speaker labels. Download as text or JSON.
  • Participants — Detected meeting participants.
  • Events — Bot lifecycle timeline showing join, record, and leave events.
  • Records — Salesforce records linked to this meeting.
  • Sharing — Manage who has access to the meeting.
You can export insights as a PDF from the meeting detail view. Connect meetings to your CRM data so insights enrich your account plans and strategies.
1

Open a meeting

Navigate to the meeting detail view for a completed or in-progress meeting.
2

Go to the Records tab

Select the Records tab to view and manage linked Salesforce records.
3

Link records

Add links to accounts, opportunities, contacts, leads, account plans, or opportunity strategies. When a meeting is linked to an account, contact, or opportunity, a standard Salesforce event is created on that record’s activity timeline.
ShiftUp automatically matches participant email domains against account website fields and creates links to matched accounts when participants are added.

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Share a meeting

  • Automatic sharing — If your calendar is connected, ShiftUp automatically shares meetings with other ShiftUp users in your Salesforce org based on matching participant email addresses.
  • Manual sharing — Open a meeting and select the Sharing tab to add or remove specific users.

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Troubleshooting

The meeting host needs to admit the ShiftUp bot from the waiting room. Ask the host to check for a pending participant named “ShiftUp Notetaker” or similar.
Some meeting hosts may deny recording permissions. Coordinate with the host to allow recording before the bot joins.
ShiftUp prevents multiple bots from joining the same meeting. If a bot is already scheduled by you or a colleague, a dialog shows the existing meeting owner and a link to that recording.
Open Bot schedule on the Meetings page and check the connection status control. Select it to see the last sync time. Recent calendar changes may take a few minutes to appear. If your calendar is disconnected, reconnect using the Connect button.
Meeting records use a private sharing model. You can only see meetings you own unless the owner shares the meeting with you or an admin grants broader access.