Generate post-call summaries

Learn how to automatically generate summaries and transcripts of your Daily video calls. This guide covers both automatic and manual methods for processing call recordings. This is a pay as you go feature add your credit card details to your Daily account to enable it.

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Steps

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1. Enable Recording in Your Daily Room

First, make sure your room is set up for recording:

1. Use the create room or update room action
2. Enable cloud recording in your room settings

You can start recording either:

• Automatically when an owner joins (set start cloud recording in the meeting token).
• Manually using the start recording action

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2. Submit the Recording for Processing

Once you have a recording ID (from the recording event or recording action), submit it for processing:

1. Use the submit job action
2. Set the preset to “summarize” for summaries + transcripts or just “transcript” for transcripts
3. Set the source type to “recordingId”
4. Input your recording ID

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3. Retrieve the Output

Since processing takes time, you have two options to get your results:

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Option A: Manual Retrieval

Use the get output from job action to fetch the results (note: that processing may take time).

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Option B: Webhook Automation (Recommended)

Set up webhooks to automatically process results:

Update your webhook to listen for these events:

• recording.ready-to-download - Triggers when recording is ready
• batch-processor.job-finished - Triggers when processing completes

Update your raw data in bubble to look for this response

{
  "version": "1.0.0",
  "type": "recording.ready-to-download",
  "id": "rec-rtd-c3df927c-f738-4471-a2b7-066fa7e95a6b-1692124192",
  "payload": {
    "recording_id": "08fa0b24-9220-44c5-846c-3f116cf8e738",
    "id": "1dae15c5-6a85-4d65-ab00-4b19bb054b84",
    "room_name": "Xcm97xRZ08b2dePKb78g",
    "start_ts": 1692124183,
    "status": "finished",
    "max_participants": 1,
    "duration": 9,
    "share_token": "ntDCL5k98Ulq",
    "s3_key": "api-test-1j8fizhzd30c/Xcm97xRZ08b2dePKb78g/1692124183028"
  },
  "event_ts": 1692124192
}

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Example Workflow

Here’s a complete workflow for automatic summaries:

1. Start Recording:

   • Trigger: When owner joins room
   • Action: Start Recording (or use automatic start)

2. Submit for Processing:

   • Trigger: When recording.ready-to-download event fires
   • Action: Submit Job with “summarize” preset

3. Save Results:

   • Trigger: When batch-processor.job-finished event fires
   • Action: Get Output from Job
   • Action: Save summary to your database

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Best Practices

1. Recording Setup

   • Always use cloud recording for summaries
   • Consider automatic recording start for consistency
   • Store recording IDs for reference

2. Processing

   • Use webhooks for automated workflows
   • Consider storing both summaries and transcripts

3. Storage

   • Save summaries in your database for easy access