Meeting notes and privacy

Meeting imports require workspace activation and an approved capture policy. A visible provider card or saved credential does not enable imports. See Meeting notes for provider requirements.

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Before content is fetched

When imports are enabled, Olympus checks metadata for customer or CRM evidence before fetching transcript content. Internal-only meetings and meetings without CRM evidence are not admitted. A possible match can allow content to be fetched while its opportunity attachment waits for review. Waiting for attachment does not mean the transcript is absent from Knowledge. The capture policy records permitted processors, regions, retention, and a no-training requirement. Policy approval does not replace the provider terms your workspace needs to review.

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Where content can appear

Attached summaries, decisions, action items, and transcript pages appear on the opportunity. Under an active capture policy, Olympus can also import full meeting transcripts into workspace Knowledge. Approved Knowledge-grounded Agent and Write workflows can use those transcripts. Opportunity access and Knowledge access are separate; review both before enabling capture. Provider credentials and webhook secrets are not meeting content and are not passed into those workflows.

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Retention

These are separate policies, not one workspace-wide retention selector. There is no current Settings control for editing the CRM meeting-content period. Cleanup is asynchronous. At CRM expiry, readable content is scrubbed while content-free identifiers can remain for audit and replay protection. Derived Knowledge copies have their own cleanup.

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Disconnect or request deletion

Disconnecting stops new imports. It does not erase already imported meetings or recordings at the provider. There is no self-service meeting-erasure control. Request an authorized deletion through your workspace administrator. Completion depends on the required cleanup jobs; do not assume disconnecting has completed erasure.