Key capabilities
- Automatic meeting recording — A bot joins your Zoom, Google Meet, Microsoft Teams, Webex, or GoTo Meeting calls and records the session.
- Transcription — Full meeting transcripts are generated and stored in Salesforce.
- AI insights — Actionable insights are extracted from each transcript, tagged and organized for review.
- Calendar integration — Connect your Google or Microsoft calendar to automatically schedule the bot for upcoming meetings.
- Record linking — Associate meetings with accounts, opportunities, contacts, leads, account plans, and opportunity strategies.
- Manual meetings — Paste transcripts from external meetings to generate insights without a live bot.
Adding a meeting
There are three ways to capture a meeting. Using the Meetings tab to initiate the following actions.Calendar auto-scheduling
Connect your calendar using the calendar icon, and the bot is automatically scheduled for meetings that have video conference links.
Meeting lifecycle
Each meeting progresses through processing statuses:| Status | Description |
|---|---|
| Pending | Meeting is scheduled; bot has not yet joined |
| Joining | Bot is attempting to join the meeting |
| Waiting for admission | Bot is in the waiting room |
| Recording | Bot has joined and is actively recording |
| Transcript done | Recording complete; transcript received |
| Processing | Transcript is being analyzed |
| Processing insights | AI is generating insights from the transcript |
| Completed | All processing is finished |
| Failed | An error occurred during processing |
If the bot is not admitted or the recording is denied by a meeting host, the status reflects the specific issue (e.g., Not Admitted, Recording Denied).
Duplicate bot prevention
ShiftUp prevents multiple bots from joining the same meeting. If a bot is already scheduled for a meeting URL — by you or a colleague — a dialog appears showing the existing meeting owner and a link to view that recording. This applies to both calendar-scheduled and manually created meetings.Browsing meetings
The Meetings page offers two display modes:- List view — A sortable data table with columns for name, status, owner, duration, and created date.
- Calendar view — A month or week view showing scheduled and completed meetings. Click any event to see details in a popover.
Viewing a meeting
Open a completed meeting to see:- Insights — AI-extracted takeaways grouped by tag, with citations from the transcript. Insights are organized into categories so you can quickly scan for the information that matters most.
- Transcript — Full searchable transcript with speaker labels.
- Participants — List of 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 this meeting. See Sharing meetings below.
Calendar integration
Connect your Google or Microsoft calendar to automatically schedule the bot for upcoming meetings. Bots will not be scheduled for meetings marked as “private” or recurring meetings automatically. If you would like a bot to join those meetings you will have to “opt-in” to bots joining in the calendar view.Connecting your calendar
Once connected, your calendar syncs, and upcoming meetings with video conference links appear in the calendar view.
Calendar event statuses
Each calendar event shows a status indicating its scheduling state:| Status | Description |
|---|---|
| Pending | Event synced; bot not yet scheduled |
| Scheduled | Bot is scheduled to join this meeting |
| Recording | Bot has joined and is actively recording |
| Completed | Recording is finished |
| Opted Out | You opted out of recording for this event |
| Blocked Preference | Auto-scheduling is off due to a scheduling preference |
| Too Late to Schedule | The meeting is too close to its start time to schedule a bot |
| Cancelled | The calendar event was cancelled |
Scheduling controls
- 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 of a recurring meeting in one action.
- Opt back in — Re-enable recording for meetings you previously opted out of. If the meeting starts in less than 10 minutes, opting back in is not available.
- Private meetings — Events marked private in your calendar are not auto-scheduled by default.
When you opt out and another ShiftUp user in the same meeting is still opted in, the bot is reassigned to that user rather than cancelled. The meeting is still recorded — it just appears under their name.
Zoom webinars
When joining a Zoom webinar that does not require registration, you may be prompted to enter your Zoom account email address. This is required for the bot to join the webinar.Disconnecting
Disconnecting your calendar stops syncing new events. Past meeting recordings are preserved.Linked records
Link meetings to Salesforce records so AI-generated insights can enrich your account plans and opportunity strategies. Supported record types:- Accounts
- Opportunities
- Contacts
- Leads
- Account plans
- Opportunity strategies
Access and permissions
Meeting records use a private sharing model. You can only see meetings you own unless an admin grants broader access.| Role | View | Edit | Delete |
|---|---|---|---|
| Seller | Own records | Own records | Own records |
| Manager | Own records | Own records | Own records |
| Admin | All records | All records | All records |
| Restricted seller | Own records | No | No |