Retain App: How to Capture Meetings with Retain

In this guide you will learn to:

• Capture a meeting, such as Google Meet, Zoom, or Microsoft Teams into notes as part of your professional knowledge base

For more information on leveraging your knowledge base, see Retain App: Write more effective emails with deep expertise.

Step 1: Install and Set Up Retain

• Download the Retain app from your preferred source.
• Complete the audio onboarding process, which includes granting microphone and screen-sharing permissions.
• Complete the
• Note: Screen sharing is only used to capture speaker audio accurately in platforms like Zoom or Google Meet.
• If you use earphones or an external microphone, click the preferences slider icon in the status bar to select your microphone device.

Step 2: Capture Your Meeting

• At the beginning of your meeting, press “Capture” in the Retain app.
• Retain will display real-time transcription, making it easier to follow along during meetings and ensure notes are accurate.

Step 3: Complete and Save Your Meeting

• When your meeting ends, press “Complete.”
• Retain will postprocess the audio for maximum transcription quality, then generate a high-fidelity transcription and a detailed, AI-powered summary.
• The meeting is automatically indexed in your memory and knowledge base within Retain.

Step 4: Leverage Meeting Knowledge

• When writing emails with Retain, the app will utilize your meeting memory to make communications more accurate and context-aware. This helps with precise follow-ups and streamlined task delegations.
• You can also draft proposals, creative works, and other documents using insights and content from your knowledge base directly within Retain.

Step 5: Automate Meeting Capture

• Connect your Google Calendar to Retain to automate capture.
• When a meeting is about to start, Retain sends a notification.
• With one click, you can join the meeting and begin capturing immediately—no manual start required.

Tip: The more meetings you capture, the richer and more useful your Retain knowledge base becomes