Managing Interview transcripts

Reading time: 6 minutes

In short:

This article explains how to manage Interview transcripts in various scenarios. You can manually upload existing transcripts, capture them from upcoming Meetings, or retrieve them from past ones.

Transcripts in Timebook Interviews

To get the most out of Interviews in Timebook, use AI to automatically generate Insights—but first, you need to upload a transcript to your Interview.

See the possible scenarios below and select the one that fits your needs.

Use the link in the last column to jump directly to the relevant section of this article.

Scenario	Relevant section
If you have an existing transcript, you can manually upload it to a selected Interview object in Timebook.	Uploading transcripts manually
If a future Meeting in your Timebook calendar has a Zoom link, you can attach an Interview to it. When the Meeting ends, its transcript is automatically captured and stored in the Interview.	Capturing Zoom transcripts from upcoming Meetings
If a past Meeting in your calendar has a Zoom recording, you can attach an Interview to it. The transcript is then automatically retrieved and stored in the Interview.	Retrieving Zoom transcripts from past Meetings

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Uploading transcripts manually

This is how you can manually upload a transcript to a selected Interview in Timebook:

1

Before you start: Supported file types

The following file types are supported for Timebook Interview transcripts:

• .txt

• .vtt

2

Locate the transcript section on an Interview card

1. Open an Interview card. You can do this in the [Interviews] module or via a Meeting if your Interview is linked to one.

2. On the Interview card, find the [Transcript] section in the middle. This is where you can upload the transcript.

Open your Interview card and locate the [Transcript] section.

3

Upload the transcript

1. Click anywhere in the [Transcript] section to upload a .txt or .vtt file from your device.

2. The transcript file is now attached to your Interview. You can click on it to preview the text or use the AI-powered [Generate Insights] option.

Use the dedicated section to upload a transcript file to an Interview.

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Capturing Zoom transcripts from upcoming Meetings

The following procedure explains how to automatically capture a Zoom transcript and add it to an Interview in Timebook.

This option applies when the Interview is linked to an upcoming Meeting scheduled in your Timebook calendar.

1

Before you start: Zoom account settings

Enabling and creating audio transcripts for Zoom cloud recordings is available in the following Zoom plans: Pro, Business, Education, or Enterprise.

See this Zoom guide for more information on Zoom audio transcript requirements.

1. Sign in to the Zoom web portal. In the navigation menu, click [Settings].

2. Open the [Recording] tab and enable the [Cloud recording] toggle.

3. In the [Advanced cloud recording settings] section, select the checkbox next to [Create audio transcript] to enable it. Click [Save] to confirm.

Enable cloud recording in your Zoom web portal.

Enable audio transcript creation in your Zoom web portal.

2

Zoom video enabled in the Meeting

Make sure the [Video call] toggle is enabled in your Timebook Meeting and Zoom is selected as the video call option.

Enable the video call option for your Meeting and set select Zoom.

3

Link an Interview to a Meeting in Timebook

Use the dedicated section on the Meeting card to create a new Interview or link an existing one. The transcript will be captured and stored in this Interview.

Create an Interview for your Meeting or link an existing one.

4

During and after the Zoom video call

Remember to click [Record to cloud] at the start of the Zoom video call.

Once the call ends, the transcript will be automatically uploaded to your Timebook Interview within a few minutes. You can find it in the [Transcript] section of the Interview card.

The transcript will be automatically uploaded to your Interview once the video call ends.

Retrieving Zoom transcripts from past Meetings

The following procedure explains how to automatically retrieve a Zoom transcript and add it to an Interview in Timebook.

This option applies only to Meetings in your Timebook calendar that have already taken place and include a Zoom recording.

1

Before you start: Transcript in the Zoom recording

Make sure the Zoom recording attached to the selected past Meeting includes a transcript.

The requirements for transcript capture in Zoom are explained in the first step of the previous flow.

Link to the Zoom recording of a past Timebook Meeting.

2

Link an Interview to the Meeting

Use the dedicated [Interview] section on the card of a past Meeting to create a new Interview or link an existing one.

When linking to a Meeting, you can only select an Interview that is not already linked to another Meeting and does not already have a transcript.

Create an Interview for your Meeting or link an existing one.

3

Automatic transcript retrieval

The Interview object automatically retrieves the transcript from the Zoom recording attached to the Meeting.

The Zoom recording transcript will be automatically retrieved and stored in your Interview.

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