How can we help?

Can't find what you need? Email hello@bmbenterprises.ltd and we'll get back to you.

How do I record a meeting?

Tap record. Upshot keeps recording with the screen locked or while you use other apps. On Mac it can also record the audio your Mac plays, such as a Teams, Zoom or Meet call, once you allow it.

Why do I need Apple Intelligence?

Free notes and Ask are written by Apple Intelligence on your device. If it is not available or turned on, Upshot can still record and transcribe. With Upshot Basic you can use another AI instead.

Why is there a download the first time?

The first time you transcribe, Upshot downloads the speech and speaker-recognition models it needs. After that they stay on your device.

How do I name speakers?

Open a meeting and tap a speaker to give them a name. Upshot remembers their voice and recognises them in later meetings.

Which meeting types are there?

Six, each with its own notes layout: Team stand-up, One-to-one, Interview, Client call, Leadership and General. Upshot picks one automatically, and you can change it on any meeting. With Upshot Basic you can add your own.

Can I start recording with Siri?

Yes. Say "Record a meeting with Upshot", or add the shortcut in the Shortcuts app or to the Action button.

Can I import a recording I already have?

Yes. Choose Import audio file on the recordings list. Upshot transcribes it and writes the notes like any other meeting.

Can my notes go straight into my notes folder?

Yes. Turn on Save notes automatically in Settings, choose a folder and a format: Word, PDF or Markdown. Each meeting's notes are saved there when they're ready. Markdown works well with apps like Obsidian.

How do I email the minutes?

Open a meeting and choose Email minutes from the menu. Upshot opens a draft with the formatted minutes; add the people and send.

How does Upshot know which speaker is me?

Tap your own speaker and choose This is me. Upshot remembers your voice and marks you as (you) in later meetings. You can change it in Settings › Remembered voices.

Can Upshot get names and jargon right?

Add them in Settings › Words Upshot should know: people, companies, products and acronyms. Upshot uses them for cleaner transcripts and notes.

What does Upshot Basic add?

• Add your own meeting types.
• Write your own guidance for any meeting type: what to focus on and how to lay out the notes.
• Use your own Claude or ChatGPT key, or your company's AI server, to write notes and answer questions.
• Download models that write notes entirely on your device, on supported devices, with new models as they arrive.
• Ask one question across a group of meetings.

Everything else, including iCloud Sync and speaker recognition, is free. Apple Intelligence stays free and always available. See Free and Basic for the full list.

How do I connect Claude or ChatGPT?

Create an API key with Anthropic or OpenAI, then add it in Upshot's Settings. Usage is billed to you directly by Anthropic or OpenAI.

How do I connect my company's server?

In Settings, add your server's HTTPS address, model name and key. It needs to be OpenAI-compatible. Your IT team can give you these details.

How do I manage or cancel my subscription?

iPhone and iPad: Settings › your name › Subscriptions. Mac: App Store › your name › Account Settings › Subscriptions. To restore a purchase on a new device, open Upshot's Plan page and tap Restore Purchases.

Where is my data?

On your device. If you turn on iCloud Sync it is also kept in your own private iCloud, so it appears on your other devices. We have no servers that receive it. See the privacy policy for the details.

How do I sync between iPhone, iPad and Mac?

Turn on iCloud Sync in Upshot's Settings on each device, signed in to the same Apple Account.

How do I export action items?

Open a meeting's actions and choose Add to Reminders or Add to Calendar. Upshot only adds the items you export.

How do I delete a recording?

Swipe left on it in the list, or open it and choose Delete from the menu. This removes the audio, transcript, notes and chat, and from iCloud too if sync is on.