diio can record a remote meeting in two ways: with the bot, which joins the video call as one more participant, or with the Chrome plugin, which records from your browser. Which one you can use depends on the Recording mode the Admin has set under diio settings › Capture and recording. With the recommended option, "Individual preference", each person decides under My preferences › Meetings and chats.
Option 1: with the bot
This is the frictionless route: it needs no action from you during the meeting. diio joins on its own, records, and delivers the full analysis once the call ends.
You only need two things:
Your calendar connected. If you signed in to diio with Google or Microsoft SSO, your calendar is already connected. There's nothing to set up.
The meeting scheduled on your calendar with the participants and the video call link (Zoom, Google Meet or Microsoft Teams). diio detects scheduled meetings automatically.
When the time comes, diio joins the meeting on its own and asks the organizer for access, who only has to admit it. The bot shows up as "diio" or similar in the attendee list. You don't need to interact with it: just run your meeting as usual.
Afterwards, diio processes the recording and transcript automatically. Within a few minutes it appears under "All conversations" as a Meeting.
Option 2: with the Chrome plugin
The plugin records from your own browser, with no extra participant joining the video call. It works in Google Meet and Microsoft Teams (not Zoom) and you need it installed and signed in.
Join the meeting from Chrome, with the diio plugin installed and pinned to the bar.
Click the diio icon in the bar.
Click the "Record Meeting" button in the popup.
When you're done, close the tab. The plugin uploads the recording in the background.
If you'd rather the bot stopped joining your Google Meet and Microsoft Teams meetings, choose "Prioritize recording with the plugin" under My preferences › Meetings and chats. This only applies if your company uses "Individual preference" mode.
When each one is the better fit
The bot is more convenient for your regular schedule: there's nothing to remember. The plugin is useful when you'd rather no bot joined the call, and it's the only option for recording a meeting that isn't scheduled on your calendar: for example, a Meet or Teams link a client sent you over WhatsApp or email.
In that case, since diio doesn't know in advance who's taking part, afterwards you'll need to fill in the name and email for each voice under "Pending recordings" in the plugin settings.
If you don't know which Recording mode your company uses, ask your Admin.