Week 37

Never-record rules, team connections and separate keep times

Rules for meetings that should never be recorded, automatic sending of a team’s meetings, and separate keep times for recordings, transcripts and summaries.

Rules for meetings that should never be recorded

Admins can set rules for meetings Trale should never record, for the whole company or for one team. The rules also apply to meetings already in the calendar, and you see which meetings they will affect before you save.

New

  • Send a team's customer meetings to your other systems

    Admins can set up an automatic connection for each team that passes its customer meetings on to another system, such as your CRM. It can also send an update when a meeting changes, a task is done or a meeting is deleted. Team members are told when a connection is set up.

  • Keep recordings, transcripts and summaries for different lengths of time

    For example, delete the recording after 30 days and keep the summary for a year. A shorter setting applies from the day you change it.

  • Move one line to the right person

    If a single line in the transcript is credited to the wrong speaker, you can move just that line. You can undo it.

  • Correct a person's details

    If Trale shows the wrong details for someone, you can correct them, and your whole workspace sees the fix.