Decision Site Guide
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Capturing Context from In-Person or Non-Recorded Calls

Not every conversation happens on a recorded video call. An in-person meeting, a phone call, or even a quick voice memo you recorded on your own can still become real context in Decision Site.

Last updated August 20, 2026

Upload a recording from your phone

  1. Save the recording as a file on your phone first — a voice memo, video, audio file, or saved note. On an iPhone Voice Memo, open the recording, select Share, and choose Save to Files.
  2. Open your phone's browser and navigate to Decision Site.
  3. Sign in with your work account credentials.
  4. Select the Calendar icon.
  5. Open More Options (the three-dot menu) and select Upload Recording.
  6. Locate and select the file you saved earlier, then follow the prompts to upload it. Longer recordings take a few minutes to process; once complete, Decision Site generates the transcript and notes automatically.

Attach it to the right Decision Site

  1. Open the uploaded meeting record.
  2. Select More Options, then Manage Decision Sites.
  3. Choose the appropriate Decision Site and save your changes.

Need to fix the title or date? Use More Options → Edit Meeting Details on the same record.

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Related articles

  • Getting StartedBefore Decision Site can do anything useful, you need to be signed in and set up. This section covers accepting your invite and logging in for the first time.
  • Connecting Your Calendar & Recording MeetingsDecision Site's AI workflows — Power Commands, Scouting Reports, post-call briefings, and the weekly Account IQ — all run on the meeting recordings and transcripts that flow into the platform. This section covers three things: connecting your calendar, setting up your AI Notetaker, and managing what actually gets recorded. Setup takes about five minutes; once it's done, meetings are captured and processed automatically, with no manual effort before each call.
  • AI Notetaker MechanicsYou already know how to turn the AI Notetaker on and pick a recording mode. This section goes one level deeper into how it actually behaves during a live call — and what to do if a meeting is already underway and isn't recording.

Still stuck?

If this didn't answer your question, reach out to your Augment representative or your internal Decision Site admin — anything involving workspace settings, roles, or CRM setup needs an admin.

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