Step 0

Before you begin

Check these once. After that, starting a meeting takes a click.

Check	Why
Roofle is running	It shows in both the Dock and the menu bar. Either one opens the window.
Microphone and Screen & System Audio Recording are granted	Without the second one, only your own voice is transcribed.
An AI model is connected in Settings	Transcription works without one, but notes and questions need it. Add your key and run the connection test.

Not set up yet? See Install, Permissions and Connect an AI model.

Step 1

Start a new conversation

Start it just before the meeting begins, or as soon as you join. There are two ways:

From	How
The app window	Click the `+ New Conversation` button. Open the window first from the Dock icon or the tray icon if it is hidden.
The tray icon	Right-click the tray icon in the menu bar, then choose `New conversation`.
Keyboard	`⌘` `⇧` `S`

Nothing is recorded until you do this. If you join a call late, start Roofle anyway. It picks up from that moment.

The New Conversation button and the tray menu entry

Step 2

Choose the type and your goal

Roofle opens a dialog that asks two things. This step is what lets Roofle improve its output, because it decides what to listen for.

Type of conversation

Pick the one closest to your meeting.

Type	Use it for
Interview	Taking or giving an interview
Sales	Selling, or buying
Discovery, decision, planning	Customer discovery, go or no-go calls, roadmap sessions
Review, status, negotiation	Design reviews, stand-ups, pricing and terms
One-on-one, training, other	Feedback sessions, learning sessions, anything else

Goal

Suggested goals appear as chips. Pick one, or write your own in a sentence. Say what you want out of the meeting, not what the meeting is.

Weak goal	Better goal
Sales call	Find out their budget, timeline and who signs off
Interview	Check how the candidate handled a failed project
Planning	Agree an owner and a date for each open item

Dialog for choosing the conversation type and goal

Step 3

Let it run during the meeting

Once you confirm, Roofle works in the background. You can keep your meeting app in front and glance at Roofle when you need it.

Live transcript, notes and suggested questions during a call

What you will see

Part	What it does
Transcript	Both sides of the call, tagged by source: your microphone and the system audio.
Live notes	One short document, rewritten continuously: summary, key points, decisions and action items.
Suggested questions	A gap or vague point worth asking about. Open Source to jump to the exact transcript line.

Quick actions

Lost the thread, or need to follow up? Use these without interrupting anyone.

Action	What it does
Recap	A summary of the last 30 seconds.
Key figures and dates	Pulls out the numbers and dates mentioned so far.
What should I ask next	Suggests the next question worth asking.
Say it simpler	Explains the latest point in plainer words.
What do they care about	Summarises what the other person seems to prioritise.
Confirm understanding	Gives you a line to check you have understood correctly.
Email draft	One click drafts a follow-up email from the conversation.
Slack draft	One click drafts a Slack message.
Action items	One click lists the action items.
Regenerate notes	Rewrites the notes from the transcript.

Keep Roofle on top of your meeting window

Use the Opacity option to make Roofle see-through. You can then place it over your meeting window and still see what is behind it.

Working with suggested questions

You can turn suggested questions off and on at any time while the conversation is running, for example when you want a quieter screen. Only a few questions show at once. A new one appears when you answer or ask one, or when an older one goes stale. If they come too often or too rarely, change Question trigger and Questions on screen under Live session.

Step 4

Stop the conversation

Press ⌘ ⇧ T, or choose Stop conversation from the tray menu. A short call is summarised when it ends.

The session is saved to your history. You can still use the quick actions above, such as the email draft, Slack draft and action items.

Afterwards	What it does
Title	Roofle names each conversation from its transcript, so history is easy to scan.
Topics	Add a conversation under a topic to keep related meetings together.
Edit notes	Correct or add to the notes yourself.
Delete notes	Remove notes you do not want to keep.
Search and export	Search your history, and export a transcript or notes as a .txt file.

Getting the best results

Write a specific goal. It is the biggest single improvement you can make.
Start Roofle before the first question is asked, not halfway through.
Pick the type again for each meeting. A stand-up and a negotiation need different questions.
Draft your follow-up email or Slack message with one click before you leave the call, while it is fresh.
Keep your role and meetings up to date in Profile.
Tell participants you are transcribing. Consent rules vary by country and company.

Help

If something looks wrong

Symptom	What to check
Only my voice is transcribed	Enable Screen & System Audio Recording in System Settings, Privacy & Security, then restart Roofle.
Transcript works but no notes or questions	Run the connection test in Settings. Check the base URL, model name and API key.
I cannot find the New Conversation button	Click the Dock icon or the tray icon to open the window, or use the tray menu or the shortcut.