Inviting Looppanel to Record User Calls
Looppanel can hop into your Zoom, Google Meet or Teams calls to automatically record them for you!
In this support article, we will guide you through the steps on how to use Looppanel for recording.
There are two ways to record a call :
Syncing your Calendar to your Looppanel account to schedule your recording for your scheduled meetings.
āHit record anytime, even for last-minute calls!
Let's get started!
Method 1 : Syncing your Calendar to your Looppanel to schedule the recording
Step 1 : Connect your calendar with Looppanel
As a prerequisite, you will need to connect your Calendar to your Looppanel account. This is necessary to see your scheduled meetings and enable recording for them.
To do this, jump into the Calendar tab from the main navigation menu and hit āConnect Calendarā.
Select āCalendarā from the top navigation menu
āConnect Google Calendarā to continue
Step 2: Recording the call
With your Calendar connected, you will be able to see all your scheduled meetings.
You can toggle any upcoming calls you want to record "On". They will have a green toggle when they're scheduled to record.
Step 3: Assign your discussion guide
Once you have set a call to record, you can also assign the discussion guide for it! This is useful because:
Your assigned discussion guide will automatically open up on your screen during the call so you refer to it and take notes
Your call will automatically be stored in the correct project folder
In case you forget to do this step in advanceādonāt stress! You can do this after the call starts as well.
To assign a discussion guide to a call:
Click āAssign Discussion Guideā on the call thatās scheduled to record
Choose the relevant guide for that call
ā You will not be able to assign a discussion guide if:
Your call is not scheduled to record
You have not added a discussion guide to your project yet
Step 4: Invite colleagues to take notes
You can invite colleagues to take notes on Looppanel with you for freeāthey donāt even have to set up an account! šø
If you have a fellow note-taker, follow these steps to invite them to take notes during your user interview:
Click āShare Notetaking Linkā on the call card
Share this link with your colleagues
ā Heads up: Your team will only be able to take notes once the call is recording (aka your Looppanel Notetaker is in the Zoom, Google Meet or Teams call).
When you see the Looppanel Notetaker in your call like a participant, you know it's recording:
P.S. If you ever lose your note-taking link, you can always find it in the āSettingsā tab.
Step 5: Admit Looppanel to your meeting
Zoom
Pre-requisites for Recording on Zoom
1. If You Are Not the Meeting Host
If you are not the host of the Zoom meeting, Looppanel will not be able to record the call. In this case, please use an alternative recording method, as Looppanel requires host permissions to initiate recording.
2. If You Are the Meeting Host
To enable recording via Looppanel when you're the host, follow these steps:
Step 1: Enable Local Recording Permissions
Make sure the following settings are turned on in your Zoom account:
Go to your Zoom Recording Settings.
āEnable āLocal recordingā.
āCheck the box: āHosts can give meeting participants permission to record locallyā under the Local recording section.
Step 2: During the Meeting
To successfully record a Zoom call with Looppanel:
Admit Looppanel to the call if you have a waiting room enabled. Looppanel's note-taker will join your Zoom or Google Meet call 2 minutes before it starts. That means if you have a 1pm call, Looppanel Notetaker will join the call at 12:58pm.
Looppanel joins your call as a participant. Just like with any other person, you may have to allow it to join the meeting.
To do this, click the "Admit" button next to the Looppanel Notakerās name.
Grant recording permission to the Looppanel Notetaker once they join the call.
ā Note: If Looppanel is unable to record the meeting, its display image will update to indicate that recording is not in progress.
On Google Meet:
Step 6: Start taking notes
Once your Looppanel Notetaker has joined your meeting, you can start taking notes.
Method 2: Hit āRecordā anytime!
Step 1 : Pasting the Link of the meeting
Paste the link of your meeting (Zoom, Google meet or MS Teams) and then hit "Start Recording".
Step 2 : Assignment of Discussion Guide
After hitting a record, a pop-up will appear asking you to assign a discussion guide.
Step 3 : Notetaking Starts
Admit the Looppanel Notetaker in your meeting and leave everything else to Looppanel for the analysis!
Still have questions?
Reach out to us at [email protected]