Section 3A: Meeting Capture & Content

Last updated: April 25, 2026

Content Type: Getting Started / How-To

3.1 How meeting recording works

Lightfield includes a built-in notetaker that automatically joins your calls, records them, and turns them into structured CRM data.

What happens on every recorded call

  1. The notetaker joins — A Lightfield bot appears in your meeting's participant list (Zoom, Google Meet, or Teams). You can rename it and customize its avatar.

  2. The call is recorded — Audio and video are captured.

  3. A transcript is generated — The full conversation is transcribed with speaker labels.

  4. A summary is produced — Lightfield writes a meeting summary informed by what it knows about your business (from your Knowledge base) and the customer (from their account history). This makes summaries more useful than generic tools like Granola or Gong — they're specific to your deal.

  5. Action items are extracted — Commitments made during the call become tasks in your inbox, linked to the right account and opportunity.

  6. Field updates are suggested — If the call surfaces new information (seat count, competitor, timeline), Lightfield surfaces suggested CRM updates for your review.

Where to find recordings and transcripts

  • Home page → click any past meeting

  • Account or Opportunity → find the meeting in the timeline

Each meeting card shows the summary, transcript, video, attendees, and action items.

Supported platforms: Zoom, Google Meet, Microsoft Teams.

3.2 Add or replace a meeting transcript

You can manually add a transcript to any meeting — useful when a call wasn't recorded (e.g., a phone call, a call where the notetaker was denied entry, or a meeting from before you joined Lightfield).

Add a transcript

Navigate to the meeting record → open the agent → type: "Add a transcript to this meeting" → paste or upload the transcript text.

You can also upload a Granola export, a Zoom auto-transcript, or any plain text file.

Replace an existing transcript

Navigate to the meeting → open the agent → type: "Replace the transcript for this meeting" → paste the corrected content.

Replacing a transcript regenerates the summary and re-extracts action items from the new content.

Supported formats: Plain text, Markdown, Granola exports, Zoom auto-transcripts, or any publicly accessible URL pointing to a text file.

3.3 Edit or update a meeting summary

Lightfield auto-generates a summary for every recorded meeting. You can edit, regenerate, or replace it.

Edit directly

Navigate to the meeting → click the Summary section → edit in the rich text editor.

Regenerate via the agent

"Regenerate the summary for this meeting"

Or with guidance: "Regenerate the summary, focusing on the pricing discussion and next steps."

Write a custom summary

"Write a new summary for this meeting in bullet point format, covering: key concerns, commitments made, and next steps."

Why this matters

Meeting summaries are read by the Lightfield agent whenever you or a teammate asks about an account or deal. A better summary means better answers. If a summary is missing context, editing it improves the agent's future responses for that account.