In-Person Meetings → Record Now (Mobile Workflow)

Capture face-to-face meetings without a laptop

Not all meetings happen online.

Workshops, trainings, and client sessions often happen:

  • In a boardroom

  • At a café

  • On-site with a customer

  • During travel or events

In-person meetings are high-value… but they're where notes usually disappear.

Fyxer's Start Recording Now workflow gives you meeting summaries anywhere.


What you'll achieve

With this workflow, you can:

  • Record face-to-face meetings from your phone

  • Generate summaries automatically

  • Store meeting context in your dashboard

  • Draft follow-ups without manual note-taking

  • Capture decisions even without Zoom or Teams


When to use this workflow

Use Start Recording Now when:

  • You meet a client in person

  • You run a workshop or training

  • You have a discovery call face-to-face

  • You want notes without writing during the meeting

  • There is no calendar invite or video call


Power User Insight

Teri, an AI consultant, immediately identified this as her missing tool:

"I don't have a good in-person option… I would use this for sure."

For busy consultants, in-person meetings are often the hardest to document.


Step-by-Step Workflow

1

Step 1: Open Fyxer on your phone

Bookmark the dashboard link on mobile so it's always ready.

Go to: Dashboard arrow-up-right→ Notetaker → Record Meeting

2

Step 2: Tap "Record meeting now"

Select: Start Recording Now

This is designed specifically for in-person conversations.

3

Step 3: Introduce the speakers

Best practice at the start:

"Hi, I'm Alexa. I'm here with Terry from [Company]. We're discussing [topic]."

This helps Fyxer label speakers correctly.

4

Step 4: Place your phone (unlocked) on the table and talk naturally

No laptop required. No Zoom invite required.

Just record the conversation as it happens.

5

Step 5: Stop recording and let Fyxer summarize

When the meeting ends: Stop Recording

Fyxer will generate:

  • Transcript

  • Executive summary

  • Action items

  • Follow-up-ready context

The meeting is automatically saved in your: Recorded log

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Step 6: Use the summary for follow-ups

From the recorded meeting, you can:

  • Ask Meeting Insights to draft an email

  • Confirm next steps with attendees

  • Store the conversation for future reference


Power User Tips

Use this for workshops + client sessions In-person meetings often contain the most important decisions.

Keep recordings short and focused If needed, record separate sessions instead of one long file.

Follow up immediately while it's fresh The summary makes proactive communication effortless.


Common Mistakes to Avoid

Forgetting to introduce speakers A 5-second intro improves transcript clarity.

Waiting until later to document outcomes Record in the moment, not after memory fades.

Treating in-person meetings as "lost context" They shouldn't disappear just because they weren't on Zoom.


Result: Face-to-face meetings become searchable, actionable, and usable

With Record Now, you no longer rely on:

  • Memory

  • Scribbled notes

  • Post-meeting stress

  • Manual recap writing

Every meeting becomes structured.

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