Record in-person meetings on your phone

Every conversation captured, summarized, and ready to follow-up.

Capture face-to-face meetings without a laptop

Not all meetings happen online. Workshops, client sessions, and on-site visits don't come with a meeting link, but they still need a record.

Fyxer's Start recording now workflow gives you meeting summaries anywhere, from any device.


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 automatically


When to use this workflow

Use this workflow when:

  • You're meeting a client in person

  • You're running a workshop or training

  • There's no meeting link or calendar invite


Customer 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 Dashboardarrow-up-right link on your mobile so it's always ready. Open it up and go to Notetaker.

2

Step 2: start recording

From the Record meeting button select Start recording now.

This option 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 [Name] 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. No online meeting invite. Just record the conversation as it happens.

5

Step 5: stop recording and let Fyxer summarize

When the meeting ends, stop the recording. Fyxer will generate:

  • Transcript

  • Executive summary

  • Action items

  • Follow-up-ready context

The meeting is automatically saved in the Recorded tab within Notetaker.

6

Step 6: use the summary for follow-ups

From any recorded meeting, use the meeting insights window on the right to:

  • Draft an email

  • Confirm next steps


Power user tips

Use this for workshops and client sessions In-person meetings are high-value. Don't let them go undocumented.

Keep recordings short and focused If you have a longer session, record in separate segments. Fyxer records up to 2 hours per meeting – start a new recording if you go over.

Follow up immediately The summary is ready before you leave the room. Use it to send follow-ups while the conversation is still fresh.


Common mistakes to avoid

Forgetting to introduce speakers A quick intro improves transcript accuracy.

Waiting until later to document outcomes Record in the moment. It's more reliable and takes less time than reconstructing it later.

Keeping separate notes for in-person and online meetings All your meeting notes should live in one place. Fyxer keeps in-person and online meetings together, so nothing falls through the gaps.


Result: face-to-face meetings are captured, searchable, and actionable

With in-person recording, you're no longer reliant on your memory or scribbled notes. Every meeting is structured and searchable.

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