Dailies

Recording a video call: how to tell your guests

Recording a video call has become commonplace. Telling the person on the other side remains, for many, an awkward moment they rush through or forget. Yet it is simple, and it is what makes the recording acceptable. This guide gives the sentences to use, the right moment to say them, and the thing that takes one more agreement: posting.

Nobody likes finding out afterwards that they were recorded. Everyone, or nearly everyone, agrees to it when they are simply asked. Between the two, there is only one sentence, said at the right moment.

This guide is not legal advice. The rules change from one country to another, and according to whether you are acting as a private individual or as a professional: for a specific case, consult a lawyer.

Why say it, always

Because it is the least you can do. Your client is talking to you about their company, their doubts, sometimes their figures. They have a right to know that their words are being kept.

Because the relationship depends on it. A recording discovered afterwards destroys a trust that no explanation repairs. A recording that was announced bothers almost nobody.

Because the legal texts point that way. Without going into detail:

That last text does not say that every recorded call is an offence. It says where the limit lies, and which side of it you stand on once you have told people.

When the platform tells them, and when it does not

The three big call platforms flag their own recordings.

Platform What participants see
Google Meet a notification when the recording starts and when it stops
Zoom a message on screen, which each person accepts in order to stay or declines by leaving the call
Microsoft Teams a notification as soon as the recording starts

That is what Google, Zoom and Microsoft write in their help pages. Microsoft adds that, depending on the region, you may need each person’s permission before recording them.

These notifications concern the platform’s own recorder only. An outside tool, whether it is a browser extension, screen-capture software or a recorder sitting on the desk, triggers none of them.

In that case, nobody tells your guests for you. That is one more reason to say it, not a reason to skip it: the absence of a banner is not agreement.

The four things to say

A complete announcement comes down to four pieces of information.

  1. That you are recording. Plainly: “I’m recording this call”.
  2. Why. To keep a record of it, to make videos from it, for your own training.
  3. Who will have access to it, and what you will do with it. You alone, your team, or an audience if you post clips.
  4. That the person can say no. And that it changes nothing for the rest of the call.

The United Kingdom’s data protection authority, the ICO, sums it up this way in its advice for small organisations: before you record, tell people why you are recording, what you will do with the recording and how long you will keep it.

The right moment: twice rather than once

In the invitation. A written line leaves time to think it over and to refuse without embarrassment. “I record my advisory calls to make short videos of my answers. Let me know if you’d rather I didn’t.”

At the start of the call, out loud, before you start the recording. Not five minutes in, not “by the way, this is being recorded”. You ask the question, you wait for the answer, then you record.

If someone joins the call part-way through, do it again for them.

The sentences, by situation

With a client you know. “Before we start: I record our calls to make short videos where I answer general questions. You aren’t seen or heard in them. Is that all right with you for today?”

With a prospect, on the first call. “I record my discovery calls, only so that I can reuse my own explanations. Nothing you tell me is posted. If you’d rather I didn’t record, just say so, it changes nothing.”

In a coaching session. “I’d like to record this session. I would keep only passages where I talk about method, never about your situation. You can say no, now or later.”

In front of a group. “This session is being recorded. I’ll post clips from it in which I’m seen answering. If you ask a question, your picture will be blurred and your voice altered. If you’d rather not appear at all, turn your camera off and type your questions.”

With a guest whose words you want to post. “I’m recording this conversation to post clips from it, and you’ll appear in them. I’ll send you each clip before it goes online, and you’ll be able to turn any of them down.”

If someone hesitates or refuses

Do not insist, and do not record. An agreement won by force of argument is not an agreement.

What you can do is offer what often removes the hesitation:

And if the answer is still no, hold the call as you normally would. There will be others.

Recording is not posting

It is the most common confusion. An agreement to be recorded is not an agreement to be posted.

Two steps, two agreements:

What you say yourself, on a general subject, without revealing anything about the other person, is what is simplest to post. It is also what makes the best clips: see How to choose video clips. For coaches, whose profession rests on confidentiality, we have written a separate guide.

Keep a record

A spoken agreement exists, and it cannot be proved. Three simple habits:

What Dailies does, and what it leaves to you

Dailies is a Chrome extension that records the calls you hold on Google Meet, Microsoft Teams or Zoom, in French or in English, and cuts captioned vertical shorts from them. Its interface is in French. It records from your browser, and not with the platform’s recorder: so it is up to you to tell your guests.

Key takeaways

Sources

Questions people ask

Do you have to tell people before recording a video call?

Yes, always, and before you start the recording. Say that you are recording, why, and what you will do with the file, then wait for a clear answer. A person’s voice and image are personal data, and many countries regulate recording them. The rules vary: if in doubt, ask a lawyer for advice.

What do you say to announce that a call is being recorded?

One sentence is enough if it says four things: that you are recording, for what purpose, who will see the recording, and that the person can refuse. For example: “I’m recording this call to make short videos of my answers. You won’t appear in them without your agreement. Is that all right with you?”

Does the platform tell participants for you?

Only if you use its own recorder. Google Meet, Zoom and Microsoft Teams then display a notification to all participants. A tool outside the platform, such as a browser extension, does not trigger that notification: it is up to you to tell them.

Can you post a clip from a recorded call?

Not on the sole basis of the agreement given to record. Posting a clip in which a person appears, speaks or is quoted takes their agreement to that clip, preferably in writing and after they have seen it. Your own answers, on a general subject, are what is simplest to post.

Your next call already holds your next shorts.

Add Dailies to Chrome, record the call you were going to have anyway, and watch its shorts a few minutes after you hang up.

Create my shortsAdd to Chrome

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