Meeting recorder
Meeting recorder
Turn recording on or off for the organisation under Settings → Setup → Manage Features → Meeting recordings. This is available for single-family offices and multi-family offices. When it is off, Inbox → Record, deal and investment Record meeting, calendar Turn on notetaker, and uploads are hidden, and the notetaker does not join new calls. Recordings already in Inbox → Recorded stay.
Capture founder and co-investor calls without leaving FamilyOFX. Recordings and markdown transcripts are stored on your organisation’s file storage under an org-scoped folder, summarised for the inbox, and linked to deals, investments (positions), and contacts when we can match them confidently.
Where to find it
| Place | What you can do |
|---|---|
| Inbox → Recorded | Browse call threads (filter Recorded). Open a thread for the summary, recording, and transcript. |
| Inbox → Record | Send a notetaker to a Meet / Teams / Zoom URL, or upload audio / video and a transcript. |
| Calendar | On a calendar’s … menu, choose Turn on notetaker. Meetings on that calendar with a Meet, Teams, or Zoom link are joined when they start. On a personal calendar, those recordings are visible to the organisation. |
| Deal or position → Messages → Record meeting | Same recorder with that deal or investment pre-selected as a hint. |
| AI Agents | If a call cannot be auto-linked, a triage chat asks which deal, investment, or contacts to attach. |
How a finished call is stored
- Conversation — an inbox thread under Recorded (same Messages system as email).
- Summary — short markdown in the message body (AI-generated when a transcript exists).
- Recording — audio/video file attached to the message.
- Transcript — markdown attachment ready for AI chat (
get_document_content/ note-style viewing). - Links — when confidence is high, the thread and transcript are linked to the matching deal and/or position and contacts. Those calls also appear on the entity Messages and Documents tabs.
Auto-link vs AI triage
- High confidence (for example you started the recorder from a deal page, or a unique contact email matched) → links are created automatically.
- Otherwise → FamilyOFX opens an AI Agents chat with the summary, transcript document id, and candidate matches, and asks clarifying questions. The Recorded thread includes a link to that chat.
Platforms (v1)
Google Meet, Microsoft Teams, and Zoom via the self-hosted meeting notetaker. Live phone / Twilio recording is not included yet; you can still upload a phone recording and transcript.
Product copy never names the underlying recorder stack — it is white-labelled as your organisation’s notetaker (e.g. {Org name} Notetaker).
Ops (hosted recorder)
FamilyOFX uses a hosted meeting-bot API for now (no recorder containers in this repo). Branding in-app is unchanged: users only see Inbox / Agents / deal Messages; the bot joins calls as {Org name} Notetaker.
In apps/ofx/.env (see also deploy/vexa/.env.example):
| Variable | Value |
|---|---|
VEXA_API_BASE | https://api.cloud.vexa.ai |
VEXA_API_KEY | From vexa.ai account page |
VEXA_WEBHOOK_SECRET | Shared HMAC secret for completion webhooks |
VEXA_DEFAULT_AVATAR_URL | Optional. Camera-tile image sent when the bot is created. Defaults to https://familyofx.com/images/familyofx-bot-background.png |
Point the hosted webhook at your API: https://<your-api-host>/api/calls/webhooks/vexa (header x-vexa-signature).
Self-hosting the recorder on a dedicated instance later uses the same env vars with a different VEXA_API_BASE — no product change.