Welcome to Claap! Below if a short guide to get you all setup and take advantage of Claap’s features to record meetings, uncover deal insights with AI-assisted coaching, autosync with your CRM, and understand why you win (or lose) deals.

This short guide will walk you through the key setup steps required to make the most of Claap:

Connecting your calendar is required to use most of Claap’s features.

To connect your calendar:

For more information about how to connect your calendar, check out our Google Calendar and Outlook Calendar integration pages.

Claap's CRM integrations allow you to log meeting notes into your CRM automatically after a meeting. The added note will contain your meeting details, summary, and insights. Depending on your CRM, the note will be added to the relevant contacts, opportunities, and/or companies.

To connect your CRM, head of over to one of our CRM-specific quick connection guides:

The power of Claap comes with having your meetings automatically recorded and automatically processed to extract AI insights and sync with your CRM.

After connecting your Calendar and CRM, we recommend to configure your Meeting automation preferences in Settings > Meeting preferences (or just click here: https://app.claap.io/?settingsPage=meetingPreferences)

For more details on these settings, check out the following pages:

Once you've completed the steps above, you are ready to record your next meeting in Google Meet, Microsoft Teams, or Zoom.

Depending on your automation settings, your next meeting may be automatically recorded, in this case just make sure to accept the Claap bot recorder when it asks to join the meeting.

Otherwise, you can send the Claap bot recorder to any meeting directly from the Claap app by clicking on the Record button and selecting "Record meeting". You will then be prompted to paste your meeting url, after which the bot will join and record the meeting.

Once the meeting is over, the recording will be automatically processed, transcribed, and summarized and will appear in your Library under "My meetings".

If you connected your CRM, a sync will be triggered and meeting notes and insights will be attached to the relevant contacts, deals, and organizations in the CRM. These notes are accessible from the recording page directly.

On the recording page, you can check out the following tabs below the video:

Once you're all set up and have had a few meetings recorded, you can explore more features to leverage the full potential of your Claap workspace: