Record and save in VoiceNote

1. Start and save

Choose the recording type and confirm the active indicator. Check the selected customer if applicable. Use Pause when needed and Save when finished; leaving a screen is not proof that saving completed.

2. Understand audio retention

In the current implementation, voice memos shorter than one minute may retain text without the original audio after transcription. Meeting recordings use an audio-retaining path. Rules differ by type, so verify the mode and playback when the original is required.

3. Inspect the result

Wait for processing and review summary, tasks and transcript. Some sections can be empty when nothing relevant was extracted. Compare important names, amounts and times against the source.

4. Organize and share

Use a clear title and correct customer connection. Check for internal notes or unnecessary personal data before sharing. Reopen the record to verify it remains accessible.