When the meeting takes place in person and there is no video call involved, diio analyzes it from audio you record on your phone and send to the diio chat on WhatsApp (you can also send it from the diio mobile app or Slack; here we explain the WhatsApp route). The result is the same as with a remote meeting: summary, commitments, playbook fields, and Success Prediction.

There are three moments, and the first one happens before the meeting starts.

Create the event in your calendar (Google Calendar or Outlook) with the meeting participants, but without a video call link. This way diio knows it's an in-person meeting and can later associate the audio with that event. If the event has a Zoom, Meet, or Teams link, diio may interpret it as a remote meeting.

Any recording app on your phone works. Place the phone in the center of the table to capture every voice and turn on Do Not Disturb mode.

Within a few minutes it appears as a Meeting in "All conversations".

diio uses the participants' emails to associate the meeting with the right contacts and opportunities in the CRM, and to attribute who said what in the transcript, which in turn determines who each commitment is assigned to.

The calendar event serves a different purpose: it lets diio apply the playbook you had assigned to that event. If you don't select it, diio still analyzes the audio, but the conversation may not be correctly classified in your pipeline.

For accepted formats, minimum audio requirements, and recording tips, see How to send call or in-person meeting audio to diio via WhatsApp.