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A meeting is a recorded conversation attached to a lead. Tap transcribes it, then analyses it — producing far more than a transcript. The point is to stop losing the reason a lead mattered. Everyone remembers the name on the badge; almost nobody remembers what was actually said three booths later.

A processed meeting: summary, key topics, buying signals, and talk ratio

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Creating a meeting

1

Start from the lead

Record a meeting against the lead, or upload a recording you already have. For something shorter than a full conversation, record a voice note instead — see Notes.
2

Choose the language

Select the language the conversation is in before processing. Getting this right materially improves transcription accuracy.
3

Set the meeting type

The type determines which talk-ratio target the analysis measures you against — see below. It can be changed after the fact.
4

Let it process

Transcription and analysis run in the background. You don’t need to wait on the screen.
Recording someone requires their knowledge and, in many places, their consent. Laws differ by country and by state. Tell the other person you’re recording before you start.

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Meeting types

The type frames the whole analysis, because a good discovery call and a good negotiation look nothing alike:

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What happens to a recording

A recording is transcribed, then analysed, then synced to the CRM. Minutes are reserved when recording starts, and the CRM only sees the meeting once analysis finishes.A recording is transcribed, then analysed, then synced to the CRM. Minutes are reserved when recording starts, and the CRM only sees the meeting once analysis finishes.

Minutes are reserved at the start; the CRM sees the meeting at the end

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What the analysis gives you

Summary

What the conversation was about, readable at a glance weeks later.

Key topics

Auto-extracted subjects. Tap a topic to jump to that moment in the conversation.

Buying signals

Moments the lead moved toward a decision. The most commercially useful output in the product.

Top objections

Pushback raised during the conversation, which you can mark as handled.

Speaking time

How much you talked versus them, measured against a target.

Sentiment

How the tone moved through the conversation.
Action items are extracted too, and become follow-ups. The analysis answers the questions Tap thought to ask. For your own, open Ask AI on the meeting and ask — answers cite the moment in the recording they came from.
A meeting detail screen showing the recording, a written summary, key topics, and a speaking-time breakdown per participant.

A processed meeting in Tap Teams — summary, key topics, and speaking time together

The mobile meeting screen showing a titled summary of the conversation with duration and language.

The same analysis in the mobile app

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Talk ratio

Analysis measures what share of the conversation you spoke, and compares it to a target for that meeting type. Discovery calls have a low target — you should be listening — while a demo walkthrough legitimately has you talking more. You’ll see one of:
“Well above target” on a discovery call is the single most useful coaching signal Tap produces. A rep who talks two-thirds of a discovery call isn’t discovering anything — and it’s a habit that’s invisible without measurement and straightforward to fix once it’s on a screen.
Talk ratio measures airtime, not quality. Being on target isn’t proof the conversation went well, and being below target during a technical explanation may be exactly right. Treat it as a prompt to go listen to the recording, not a grade.

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Participants

Meetings track who took part, and transcription separates speakers so the transcript shows who said what. With Google Calendar connected, attendees can be pulled from the invite rather than entered by hand.

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Meetings and your CRM

When a meeting finishes processing, its summary and action items sync to that lead’s CRM record as a task.
The meeting syncs when analysis completes, not when recording stops. A summary that hasn’t appeared yet is usually still processing. And if the lead itself never synced, there’s nothing to attach to — fix the contact sync first.

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Minutes

Meetings consume transcription minutes from your plan. If the pool is exhausted, the meeting is rejected before processing rather than failing partway. See Transcription.

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Getting good recordings

Trade show floors are brutally noisy. A phone on a table between two people transcribes far better than one in a pocket.
“Thanks for coming by, Sarah” gives speaker separation something to work with and makes the transcript far easier to read.
The largest single factor in transcription accuracy after noise. A conversation that switches languages mid-sentence is the hardest case there is.
Starting halfway through loses the context that makes the summary useful, and gives talk ratio too little to work with.