> ## Documentation Index > Fetch the complete documentation index at: https://docs.heify.com/llms.txt > Use this file to discover all available pages before exploring further. # Recording a meeting > Prepare the session, capture audio, take screenshots, and send the report. The main screen has three cards: **Meeting**, **Report**, and **Send**. Fill them in, press **Start recording**, and Heify handles the rest. *** ## Meeting | Field | Purpose | | :----------------------------- | :------------------------------------------------------------------------------------------------------------------------------------ | | **Name** | How this recording will appear in Heify and in the email subject (max 200 chars). Pre-filled from the active tab title when relevant. | | **Configuration** *(required)* | What to extract from the audio. See [Configuration](/core/configuration). Create new ones from the **+** button. | | **Participant** *(optional)* | The main person in the meeting. See [Participant](/core/participant). | | **Evaluator** *(optional)* | A scoring rubric. See [Evaluator](/core/evaluator). Without one, the **Evaluation** section of the report is disabled. | ## 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. ## 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](#account-and-plan). Leave **Subject** empty to use the default `Heify Report · `. *** ## Start the recording Press **Start recording**. Chrome opens its source picker with three tabs: | Picker tab | Use for | | :---------------- | :---------------------------------------------- | | **Chrome Tab** | Meet, Zoom Web, Teams Web | | **Window** | Zoom desktop, Teams desktop, Slack, Discord | | **Entire Screen** | When unsure, or the meeting spans multiple apps | **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. *** ## 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). ### Controls | Button | Action | | :------------------ | :---------------------------------------------------------- | | 📷 **Capture** | Take a screenshot (max 5 — see [Screenshots](#screenshots)) | | ⏸ / ▶ | Pause / resume. Audio during the pause is not captured | | ⏹ **Stop** | Opens the review modal | | ✏️ **Edit details** | Edit fields without interrupting the recording | | 🗑 | Discard the recording (asks for confirmation) | 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. ### 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**. *** ## 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. | Action | Effect | | :-------------- | :-------------------------------------------------- | | Click thumbnail | Open the viewer (←/→ to navigate, **Esc** to close) | | Click the name | Inline rename | | ✏️ | Open the annotation editor | | ✕ | Delete | 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. *** ## 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. ### Happy path The **Done!** screen offers **View in Heify**, **Download audio (.webm)** (until you start a new recording), and **New recording**. ### 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. *** ## 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**. | Limit | Value | | :------------------------------ | :----------------------------------------------------- | | **Emails dispatched per month** | **100** (your own copy included) | | Recipients per report | up to **11** — you + 10 external | | Screenshots per recording | **5** | | Recording length | up to **2 hours** ([see FAQ](/recorder/reference#faq)) | Every email dispatched consumes 1 unit, including your own copy. Need more capacity? [hola@heify.com](mailto:hola@heify.com).