Changelog

Downloadable reports, AI-assistant access, and live meeting chat

This release opens EffiClose up: take your meeting notes anywhere as polished documents, plug your workspace into the AI assistant you already use, and get answers from a meeting before it's even over. Under the hood, we rebuilt how integrations store their data for a faster, more dependable sync — plus the usual run of fixes.

Export summaries and transcripts as documents

Every meeting write-up can now leave the app as a proper file. Pick a full summary, short summary, key takeaways, a template result, or the raw transcript, and download it as a Word (.docx) or PDF document straight from the recording — ready to drop into an email, a shared drive, or a client report. A download button now sits right alongside each summary and transcript.

Connect EffiClose to your AI assistant

EffiClose now speaks the Model Context Protocol (MCP), so you can connect your workspace to AI assistants like Claude and ChatGPT. Once connected, your assistant can search and read your meetings, pull up recordings and their AI insights, review your usage analytics, and work with your saved prompts and signals — all scoped strictly to your own account and organization. Ask "what were the action items from yesterday's calls?" right inside your assistant and get answers from your real meeting data.

Chat with a meeting as it happens

Drop /effi-chat into a live meeting and ask a question on the spot — "what did we agree on pricing?", "what's still open?" — and get an answer built from the conversation so far. No waiting for the meeting to end and the recording to process.

Watch recordings process in real time

Recording status now updates live. When a recording finishes and moves through transcription and analysis, both the recordings list and the recording page refresh on their own — no more reloading the page to see whether it's ready. Updates stream directly to your browser as each step completes.

Faster, more reliable integrations

We moved all integration data — synced notes, suggestions, and sync rules — onto our primary database, retiring the separate store that used to back it. The result is quicker, more consistent CRM syncing and a simpler system with fewer moving parts to fail. Existing connections carry over automatically.

Sharper live transcripts

Live transcripts no longer jump the gun. We now wait for enough of the conversation before the AI weighs in, so early one-word fragments don't turn into guesses — you'll see a brief "waiting for more" state instead of an invented summary. Short-transcript and language handling got a tune-up too.

Fixes and polish

• Upcoming meetings now respect your timezone — the "today" and "upcoming" filters line up with your local day instead of the server's.
• Interrupted local recordings clean themselves up. A local recording left running is now automatically discarded after three hours, and resume, stop, and upload are blocked on a recording that's already timed out — so you never get stuck on a dead session.
• Reliability work on document generation, recording handling, and background jobs across the platform.

Live meeting notes, recording recovery, and smarter CRM sync

This release is all about the moments around your meetings — taking notes while they happen, never losing a recording that dropped halfway, and getting the right follow-ups into your CRM. Plus a long run of fixes across calendars, recordings, and integrations.

Live notes, with an AI assist

You can now write notes directly in the live meeting panel while the meeting is happening. They save as you type and stay attached to the recording once it finishes, so your own thoughts live right next to the transcript and summary.

When you're done, hit the enrich button and we'll lightly expand your shorthand into clear, structured notes — using the meeting's summary, key points, and transcript as context. Your words stay the source of truth; we just clarify the abbreviations and fill in the detail you didn't have time to write down.

Recover interrupted recordings

If your connection drops or you close the tab mid-recording, the recording is no longer lost. Interrupted local recordings are now detected, marked clearly as unfinished, and finalized automatically in the background — so a file that was already most of the way to storage gets completed instead of disappearing. Duplicate local recordings are prevented too, so a flaky moment doesn't leave you with two copies of the same meeting.

Calendar sync that respects your choices

A couple of frustrating calendar behaviours are fixed:

• Deleted meetings stay deleted. A calendar sync no longer resurrects a meeting you'd removed, and your "not joining" decision is preserved instead of being overwritten.
• Reconnection reminders. If your Google Calendar connection expires, we now email you a clear "reconnect your calendar" notice so syncing doesn't quietly stop.

More reliable Google Meet joining

The meeting bot now signs in to Google Meet through a proper single sign-on flow, making it more dependable at joining Google Meet calls.

Smarter CRM sync

We've shipped a wave of improvements to how meeting outcomes flow into your CRM:

• Note syncing for Salesforce, Close, HubSpot, Zoho, Pipedrive, and Dynamics.
• Notes can now be created per participant, and Pipedrive notes attach to both the contact and the deal.
• Deduplication so the same note doesn't get pushed twice.

Automatic data retention

Older meeting data is now cleaned up automatically on a rolling retention window, keeping each workspace lean and your data footprint predictable.

Fixes and polish

A large batch of smaller fixes landed alongside the headline features:

• The live transcript sidebar now closes and stops polling cleanly when a meeting ends.
• The "save recording" dialog no longer dismisses if you click outside it by accident.
• A new "show unfinished" filter on recordings, plus general cleanup of the recordings and meetings views.
• Deleting an integration now correctly re-checks your password and two-factor confirmation.
• Numerous registration, invite, billing, and notification screen refinements.

Public API and webhooks for video processing

You can now connect Efficlose to your own product. Generate an API key from your dashboard, send us a video, and we'll run it through the same transcription and speaker-detection pipeline that powers our in-app recorder — then notify your application as soon as it's ready.

Public API for videos

A single integration point accepts videos in whichever way suits your stack — a direct file upload, a file embedded in a request, or a link to a video you already host somewhere else. We take it from there and return the full transcript when processing finishes, including a clean, punctuated version and a speaker-by-speaker breakdown with timing.

You can also attach your own identifier to each upload, so you don't have to remember ours.

API keys and signing secrets

Creating an API client in Settings now gives you everything you need to integrate securely: a public key, a secret for authentication, and a signing secret for verifying our webhook notifications. All three are shown once at creation and can be rotated or revoked from the dashboard at any time.

Webhooks

When you send a video, you can tell us where to notify you. We'll send signed updates as processing progresses — when the upload is accepted, when the thumbnail and duration are ready, and finally when the transcript is complete. Failures get their own notifications too, so your application can react accordingly.

Every notification is signed so you can verify it's genuinely from us before acting on it.

API section in Settings

The Settings area now has a dedicated API section with two tabs: one for managing your keys and one for viewing every video uploaded through the API, complete with status, progress, and webhook delivery state. A new "Send test webhook" action lets you verify your receiver before going live.

Dedicated API documentation

The public API has its own documentation site, separate from our internal docs, so you only see what's relevant to your integration.

Same pipeline as in-app recordings

Videos sent through the API run through the same transcription and speaker-detection pipeline as recordings made inside Efficlose, so quality is identical. API videos stay out of the in-app library to keep workspaces clean.

AI model upgrades

We've also upgraded the language models that power transcript prettification, theme detection, and meeting signals. You should see a quality bump across the product without changing anything yourself — cleaner punctuation in transcripts, and more reliable themes and signals on longer meetings.

Browser recording and admin analytics

You can now record meetings straight from the browser, with live transcription streaming as you go. The desktop app already does this; the browser just caught up.

Alongside that, this release adds an admin analytics area, a first-run onboarding tour, and a long list of smaller fixes across recordings, meetings, chat, and folders.

Local recording in the browser

• Record from any modern browser. No desktop app, no meeting bot.
• Live transcription works the same way it does in the Electron desktop app.
• Microphone and tab/screen audio get mixed together, so both sides of the conversation end up in the transcript.
• Uploads happen progressively while you're still talking, so Save is basically instant.
• The active meetings list updates the moment a recording starts.

Admin analytics

Owners and Admins get a new section with tenant-wide visibility.

• KPI cards, category breakdowns, and severity-over-time charts.
• An Interaction Analysis tab with severity-coloured findings, filters by category and severity, a "reviewed only" toggle, and a side drawer where you can Confirm or Reject each finding with the evidence right next to it.
• A single-user activity view for drilling into one teammate's usage.

Guided onboarding tour

First-time users get walked through the core surfaces of the app. Less hunting around on day one.

Other additions

• Stop a meeting directly from the meetings list.
• A "Do not join recording bot" toggle, per meeting.
• Recent languages in the language picker, so you don't scroll every time.
• Create a folder from the upload popup without leaving the modal.
• "Copy as Markdown" on AI chat messages — meetings page, recording chat tab, and standalone Video Chat.

Fixes

Recording flow:

• No more duplicate uploads when a recording was already uploaded in the background.
• The Save button reliably appears when a recording is ready to save.
• Cancelled recordings get cleaned up properly instead of leaving orphans behind.
• The save flow no longer runs if you cancel mid-recording.
• Recording titles are auto-filled with today's date when the save dialog opens.
• Seeking and scrubbing work for both local and bot recordings.
• New recordings show up in the Recordings tab immediately after saving.
• A flaky connection at recording start no longer blocks the next recording.
• Web-app recordings are attributed correctly in analytics.

Chat and copy:

• The "Copied" indicator on Markdown copy buttons actually shows up now, across the meetings page, Video Chat, and the Recordings chat tab.

Navigation:

• The "Open recording" link in the admin Interaction Analysis drawer opens the right page, with matching button wording.

Other:

• Older timezone names are normalised before being sent to the server.
• Folder tree handling is tighter, so parent and child relationships display correctly.
• The usage widget stops showing a misleading "used / 0" bar when there's no limit. It now says "no limit" instead.
• Various desktop and web UI cleanups.

Beta Launch 🚀

🚀 We're thrilled to announce the beta launch of Efficlose! This is just the beginning of our journey, and we're excited to have you along for the ride.

Thank you for being an early adopter and helping us shape the future of our platform. Your feedback during this beta phase is invaluable! ✨

What to expect:

• 🎯 Core features ready for you to explore
• 🔧 Regular updates and improvements based on your feedback
• 💬 Direct line to our team for support and suggestions

We can't wait to see what you'll accomplish with Efficlose. Let's build something great together! 🙌