Step 1: Set Up Meeting Recording Defaults

In tl;dv settings, enable auto-join for all meetings on your calendar. This ensures every call is captured without anyone needing to manually start recording — a common failure point where important calls go undocumented because nobody remembered to hit “record.”

Configure summary style for async consumption: choose bullet-point format with clear section headers (Decisions, Action Items, Key Discussion Points, Open Questions). This structured format lets async readers scan the summary in under 2 minutes and immediately understand what happened and what needs their input.

Enable automatic Slack notification — set tl;dv to post a summary link in your team’s Slack channel after each meeting. This creates a persistent, searchable archive of meeting outcomes that team members can reference anytime.

Step 2: Highlight Key Moments During the Meeting

During live calls, actively use tl;dv’s highlight feature. Whenever a decision is finalized, a commitment is made, or an important insight is shared, click the highlight button (or press the keyboard shortcut). These intentional highlights become the most valuable clips for async viewers — they can watch just these 30–60 second segments to understand the meeting’s critical moments without viewing the full recording.

Encourage all meeting participants to use highlights collaboratively — if someone makes an important point, any participant can highlight it. This distributed highlighting captures perspectives from multiple attendees and ensures no critical moment is missed.

Step 3: Review and Curate Post-Meeting Highlights

After the meeting, review tl;dv’s auto-generated highlights alongside your manual ones. The AI detects moments with high discussion intensity, repeated keywords, and decision-language (“let’s go with,” “we agreed,” “the deadline is”). Combine AI and manual highlights into a curated set of 5–10 clips that together tell the meeting’s essential story.

For each highlight clip, add a brief title and context note: “Decision: Launch in Q3 instead of Q4” or “Key insight: Customer churn driven by onboarding confusion.” These annotations help async viewers understand the clip’s significance before watching.

Step 4: Compose an Async Update

Combine the AI summary and curated highlights into a concise async update message. Format example:

Meeting: Product Roadmap Review — July 19Summary: Team reviewed Q3 priorities and decided to prioritize mobile app launch over API expansion. Budget concerns raised for hiring two additional engineers. Next steps: Sarah drafts hiring plan by July 25, Dev team starts mobile prototype by August 1.

Key Highlights (2 min total):

• [0:32] Decision to prioritize mobile app — watch clip
• [18:45] Budget discussion for new hires — watch clip
• [41:10] Timeline commitment for prototype — watch clip

Action Items:

1. Sarah — hiring plan by July 25
2. Dev team — mobile prototype kickoff by August 1
3. PM — updated roadmap document by July 22

Post this update in your team’s Slack channel or project management tool. Team members who missed the meeting can read the summary in 1 minute and watch the 3 highlight clips in 2 minutes — total catch-up time under 3 minutes versus 60 minutes of full replay.

Step 5: Build a Meeting Knowledge Base

Over time, your tl;dv archive becomes a searchable knowledge base of all team decisions, discussions, and commitments. When questions arise like “when did we decide to delay the API launch?” or “what did the customer say about pricing in last month’s call?”, search tl;dv’s transcript archive for exact answers with timestamped proof.

Configure weekly digest reports — tl;dv compiles all meeting summaries from the past week into a single document, giving managers and stakeholders a comprehensive overview of team activity without attending every call. This digest becomes the authoritative record for quarterly reviews, compliance documentation, and performance tracking.

Step 1: Install and Configure tl;dv

Install the tl;dv browser extension from the Chrome Web Store or the desktop app from tldv.io. During setup, connect your calendar (Google Calendar or Outlook) so tl;dv auto-detects upcoming meetings and joins them without manual intervention. Configure your default settings: transcription language, summary format preference (bullet points vs. narrative), and whether to record video alongside audio.

Connect your CRM — tl;dv supports Salesforce, HubSpot, and Pipedrive. For Salesforce, authenticate with your org credentials and map which objects tl;dv should update (Contacts, Opportunities, Activities). For HubSpot, connect your portal and specify deal and contact sync preferences. This CRM connection is what transforms tl;dv from a transcription tool into a sales intelligence platform.

Step 2: Conduct Your Sales Call Normally

Join your Zoom, Google Meet, or Teams call as usual. tl;dv’s indicator appears in the call interface showing it’s recording and transcribing. Conduct the conversation naturally — no need to modify your speaking style or slow down for transcription. tl;dv handles real-time transcription in the background.

During the call, if you hear a particularly important point — a customer stating their budget range, revealing a competitor they’re evaluating, or committing to a timeline — click tl;dv’s “Highlight” button or use the keyboard shortcut to mark that moment. These manual highlights supplement the AI’s automatic detection of key decisions and commitments.

Step 3: Review the AI Summary and Action Items

After the call ends (within 2–5 minutes), tl;dv generates a complete AI summary in your dashboard. The summary includes: call overview paragraph, key decisions list, commitments and action items with suggested assignees, and any objections or concerns raised by the prospect. Review this summary for accuracy — tl;dv’s AI is highly accurate, but verify specific numbers, dates, and names.

Edit any action items: assign them to the correct team member, set due dates, and add context. These items will sync to your connected project management tool (Slack, Notion, Jira) and CRM as activities/tasks associated with the relevant contact.

Step 4: Verify CRM Sync

Open your CRM and check that the call record has been created under the correct contact/deal. tl;dv automatically creates an activity record containing: call date and duration, AI summary text, transcript link, and action items. For Salesforce, this appears as a Task under the Contact; for HubSpot, as an Engagement on the Deal.

Verify the data mapping — ensure the right contact is linked, the deal stage matches the current status, and any new contacts mentioned in the call are created. tl;dv’s AI attempts to match mentioned names to existing CRM records, but new contacts may need manual confirmation.

Step 5: Share Insights with Your Team

For important calls, create a highlight clip of the most compelling moment — the prospect expressing excitement about a specific feature, or revealing a pain point your product solves perfectly. Share this clip in your team’s Slack channel so colleagues can hear the customer’s actual words rather than reading your paraphrased notes.

For manager review, share the full AI summary with timestamped transcript access. Your sales leader can scan the 2-minute summary instead of rewatching a 45-minute call, and click timestamps to jump to specific sections when deeper context is needed.

This automated workflow means every sales call produces: a CRM record with structured intelligence, assigned action items, shareable highlight clips, and a searchable transcript — all without manual data entry. The time your team saves on post-call documentation directly translates to more selling time and better pipeline management.