Record Your First Session | Latch
Your sessions are never used to train AI
No AI models are trained on your sessions or on any of the data shown in them — not your screen, not your voice, and not anything in the tools you walk through. How we protect your data →
Four things that make a great session
Pick the right screen and microphone
Before you start, check that Latch is set to the screen you'll be working on and the microphone you'll talk into. With an external monitor or a headset plugged in, it's easy to leave the default selected and record the wrong one.
Keep the whole process on one screen
Latch can only see one screen at a time. If you usually spread work across two monitors, move every window you'll need onto the screen you're recording first — anything on another screen won't be captured.
Talk out loud as you go
Describe what you're doing and why, the way you would to a new teammate sitting next to you. The more you explain the reasons behind your decisions, the better Latch understands the process — and the richer the result.
“I'm checking the PO number before anything else, because if it's missing the vendor won't get paid on time…
Show one full cycle
If it's something you repeat — one invoice, one ticket, one lead — walk through a single loop from start to finish. One loop per session is plenty. Most sessions take 2 to 10 minutes, depending on how involved the process is.
Recording your session
Your computermacOSWindows
- 01
Open Latch
Click the Latch icon in the menu bar at the top of your screen. If you don't see it, open Latch from your Applications folder (or press ⌘ Space and type “Latch”) and the icon will appear.
Click the Latch icon in the system tray at the bottom-right of your taskbar. If you don't see it there, click the ^ arrow to show hidden icons, or open Latch from the Start menu.
The first time you open it, macOS asks for Screen Recording and Microphone access. They're two separate permissions in System Settings, and Latch needs a restart once you've granted both.
- 02
Choose your screen and microphone
The Latch window shows the screen and microphone it will record. Click either one to change it — pick the screen your process lives on and the microphone you'll be talking into.
- 03
Click Start recording
Click Start recording. After a short 3-2-1 countdown, a small recording panel appears in the corner of your screen — switch to the screen you selected and begin your process.
- 04
Walk through one loop, out loud
Work at your normal pace and narrate as you go — what you're looking at, what you're deciding, and why. Show one full cycle from start to finish.
- 05
Finish the recording
When you've finished the loop, click the check mark in the recording panel, then click Finish to confirm. Once you finish, you can't add more to that recording — if you need a break mid-process, use the pause button instead.
Then let Latch do its part
Latch turns your session into a structured model of the process. Look it over before you connect your AI assistant — it's the quickest way to see whether the session captured what you meant, or whether a second recording would help.