Overview
Reevo’s Activity Capture feature automates the creation of contacts and accounts based on your calendar and email interactions. Depending on your organization’s configuration, Reevo can automatically create records for new people you interact with and capture meeting details using a recording bot. This ensures critical sales activity is always documented and accessible without manual effort.Basic concepts & terminology
- Activity Capture Mode: Controls when and how Reevo creates new contact/account records based on interactions.
- Meeting Recording Mode: Defines what types of meetings are recorded by Reevo’s notetaker bot.
- Reevo Bot Assist: A meeting notetaker bot that joins scheduled calls to record and log activity.
- Sales Meetings: Meetings that include at least one external contact from your Reevo instance.
- Internal Meetings: Meetings that only include participants from your organization’s domain.
- Blocklist: A list of email domains or addresses excluded from automatic record creation (e.g., gmail.com).
Where to find it
Activity Capture and Meeting Recording settings are managed at the organization level. Navigate to: https://app.reevo.ai/settings/record-creation Note: Admin access is required.How to
1. Set Up Record Creation Mode- Go to Settings → Record Creation.
- Choose one of the four available modes:
- Capture All: Create records for every person you interact with.
- Existing Accounts: Only create records for people tied to accounts already in Reevo.
- Outbound Only: Only create records for interactions you initiate.
- Do Not Capture: No automatic creation; records must be created manually.
- In the same settings panel, add specific domains or email addresses to the blocklist.
- These will be excluded from automatic record creation regardless of mode.
- Public domains like
gmail.com
andyahoo.com
are blocked by default.
- Under “Meeting Recording,” choose which meeting types to record:
- Sales Meetings (default): Meetings with at least one external contact.
- Internal Meetings: Optional, for meetings with only internal team members.
- If you do not select Sales Meetings, you will be warned about missed recordings.
- Go to meeting recording settings to copy your bot email address.
- Add the bot email to any meeting invite manually.
- The bot will join at the scheduled time to record the meeting.
- Contacts and accounts may be created from attendees if enabled.