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The main screen has three cards: Meeting, Report, and Send. Fill them in, press Start recording, and Heify handles the rest.

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Meeting

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Report

Pick which sections to include — at least one must be active: Data, Summary, Fields (from your configuration), Evaluation (only if an evaluator is selected). The report language (ES/EN) is independent from the UI language.

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Send

Up to 10 external recipients per report. Type an email and press Enter (comma, space, semicolon, and paste also work). Your own email always gets a copy — it doesn’t take a recipient slot but does consume 1 unit from your monthly quota. See plan limits. Leave Subject empty to use the default Heify Report · <meeting name>.

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Start the recording

Press Start recording. Chrome opens its source picker with three tabs:
Tick “Share system audio” in Chrome’s picker. Without it, the recording is silent — only your microphone is captured, not the meeting.
The first time, Chrome also asks for microphone permission. Accept it to record your voice.

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During the recording

The window switches to the recording screen with a pulsing blue border, the live timer, the source you’re sharing, and an audio level meter (flat bars = no audio coming through — verify before wasting time).

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Controls

If you stop sharing from Chrome (close the tab/window, end the call): if you’ve recorded ≥3 seconds the Recorder auto-triggers the send flow with what was captured. Under 3 seconds, it’s treated as an error.

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Edit while recording

✏️ Edit details opens the prep screen without stopping the capture. A sticky header keeps the timer running. You can change every field except the source — that choice was locked when you pressed Start recording.

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Screenshots

Press 📷 Capture during a recording to snap a screenshot of the shared source. Up to 5 per recording — they go inline in the report email, not as attachments. When you press Capture the Recorder briefly minimises so it doesn’t appear in the shot. The annotation editor has the usual tools (pencil, rectangle, arrow, text, highlighter, eraser), 8 preset colors, and 3 stroke widths. Shortcuts: Ctrl+Z undo · Ctrl+Shift+Z / Ctrl+Y redo · Esc cancel. Save replaces the original screenshot with the edited version.

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Sending the report

When you press ⏹ Stop, a review modal lists everything that will be sent: duration, configuration, participant, evaluator, language, active sections, recipients (your own email tagged You), and subject. Press Send report to start the upload. The processing screen has two sub-states: Uploading audio (the .webm goes to your Heify bucket — you can Cancel upload here, and Download audio (.webm) is always available) and Generating the report (Heify processes the audio and dispatches the email).
Closing the Recorder window during upload loses the recording. Wait for the Done! screen.

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Happy path

The Done! screen offers View in Heify, Download audio (.webm) (until you start a new recording), and New recording.

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Audio saved (partial failure)

If the audio uploaded but the email failed, the screen turns amber with the translated reason (no emails available / session expired / transient). Use Retry email send (no re-upload) or Reconnect as appropriate. The audio is safe — already in Heify and downloadable.

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Account and plan

Click 👤 in the header to see remaining minutes, remaining emails (progress bar turns amber under 20%, red at 0), role, and Disconnect. Every email dispatched consumes 1 unit, including your own copy. Need more capacity? hola@heify.com.