Privacy, consent and compliance

How to ask for consent to record a meeting (with scripts)

Words to use when you record a meeting — at the start of a call, in the calendar invite and by email — and what to do when someone says no.

By the Notey team at AInject · · 6 min read

In short

Ask at the start, in plain words, before anything important is said: say that you would like to record, why, what happens to the recording, and ask whether that is all right. Then wait for an answer, and do not record if anyone says no.

That one habit covers most situations. In places with all-party consent rules it gives you the agreement the law asks for. Under data-protection law it is the moment you tell people what is happening to their data. And it is what most people expect. This guide gives wording for the start of a call, for calendar invitations and for email, and covers what to do when someone objects or joins late.

What a good request contains

Whatever the setting, the request should cover four things:

  • That you are recording, and whether it is audio, video or both.
  • Why. "So I can get the notes right" is a reason people accept.
  • What happens to it. Who can hear it, whether AI is used on the transcript, and when it is deleted.
  • A real question. "Is that all right?", not "I'm recording, by the way."

If you use AI notes, say so. People increasingly ask, and it is better they hear it from you than find a labelled summary later.

At the start of a call

Start the recorder, then say it, so the request and the answers are part of the recording. Some state laws, such as Washington's, treat a recorded announcement as the way consent is shown.

A client or external call

An internal meeting

In a small meeting, look for a yes from each person rather than relying on silence.

A call where AI notes are used

Only say what is true of your tool. If the audio is uploaded, say so.

A one-to-one or sensitive conversation

Make the alternative explicit. People find it much easier to say no when you have said what happens instead.

Someone joins late

In the calendar invitation

A line in the invitation lets people raise it before the meeting rather than in front of everyone.

For recurring meetings, put it in the series description so new attendees see it.

By email, before a first meeting

For a first call with a client, a candidate or a research participant, ask in writing beforehand.

A written yes is easier to point to later than a remembered one. For research interviews and anything involving health or legal matters, a signed consent form may be expected; check your organisation's rules.

When someone says no

Stop, or do not start. Then:

  1. Thank them. Do not ask why or try to persuade them in front of others.
  2. Delete anything already recorded, if you started before asking.
  3. Take notes by hand, or ask a colleague to.
  4. Offer to send your written notes afterwards so they can correct them.

If only one person objects in a group meeting, do not record the meeting. Recording "everyone except them" does not work, because their voice is on the recording either way.

When you are the one being recorded

You can ask the same questions: what is being recorded, who keeps it, whether AI is used, and for how long. You can also say no. If the organiser's notetaker or the platform's recorder is running, you are entitled to ask it be turned off, or to leave.

Writing it into your team's habits

If your team records meetings regularly, put the wording in one place so everyone uses the same words. Writing a meeting recording policy covers what the rest of that policy should say. Under GDPR, the spoken notice should point to a fuller written one; recording meetings under GDPR explains what that must contain.

How Notey fits into this

Notey records from your Mac. Nothing joins the call, so the other participants do not see a bot or a recording banner from their meeting app. They only know you are recording if you tell them, which is why this guide exists.

  • The red dot and elapsed timer appear in the window, the menu bar and the floating button whenever audio is being kept. They tell you, not the call, that you are recording. What a recording indicator should show explains why that is only half of the job.
  • Nothing is saved until you press Allow. When a call starts, the floating button says Notey is hearing it and asks. That gives you the moment to ask the room first.
  • What you can truthfully say: the audio stays on your Mac and is transcribed there; if you ask for AI notes, only the transcript text is sent, to Notey's service and on to OpenAI as a processor, and it is not used for training. The AI-written notes are labelled.
  • If someone says no after you started, stop the recording and delete the meeting. Deleting a meeting removes its recording, transcript and notes.

Frequently asked questions

What do I say to ask to record a meeting?

Something short that says what, why and what happens to it. For example, "Before we start, I'd like to record this so I can get the notes right. It stays with me and I'll delete the audio once the notes are done. Is everyone all right with that?" Then wait for an answer.

Not reliably. Some laws treat carrying on after a clear notice as agreement, others ask for more. Ask a direct question and wait for each person to answer, especially in small meetings.

Should I ask again if someone joins late?

Yes. Consent is given by the people who heard the question. Repeat the notice in a sentence when someone joins after it.

Is a notice in the calendar invite enough?

It helps, because people know before they join, but many people do not read invitations. Use it alongside a spoken notice at the start, not instead of one.

What if the other side's company does not allow recording?

Then do not record. Take notes by hand, and send a written summary afterwards for them to correct.