From your first connection to a useful meeting report
Follow the steps to set up your agent and review the outcome of a meeting.
Connect your calendar
Authorize a supported Google or Microsoft calendar from your integrations settings. Connecting a calendar is optional: you can also add a meeting link by hand.
Start with your schedule.
A calendar is optional. You can also add a meeting link by hand.
Choose meetings and participation
Select eligible meetings and a suitable agent profile.
Team conversations
A visual example. No settings are changed here.
Meet with your agent
Follow any host admission requirements and inform participants appropriately.
Keep your attention on the conversation.
Tell participants about the assistant. Follow the host's admission requirements.
Review the report
Open the summary, transcript, decisions, and next steps after processing.
Product sync, made clear.
The March release. The decisions. What happens next.
Ship the onboarding checklist in the March release.
See it in a 15-minute demo
Meet our team, review a sample report, and receive your demo report afterward when recording is agreed and processing is complete.