Help Center

Meetings

The assistant joins your meetings and brings back summaries, action items, and transcripts.

The Meeting Assistant is a bot that joins meetings from the connected calendar, records them, and delivers a summary, action items, and a speaker-labelled transcript. It always joins visibly, under the bot name you set — everyone in the meeting can see it.

Upcoming shows where the bot will be next; Past holds what it captured. Open any meeting for the full summary and transcript.

How to

  1. 1

    Open Settings and choose when the bot should join.

    External-guest meetings only is the usual choice — the calls where notes matter most.

  2. 2

    Pick what gets delivered after each meeting: a CRM note, a knowledge document, or work items from the action items.

  3. 3

    Watch Upcoming before a meeting — the status chip shows the bot scheduled, joining, or recording.

  4. 4

    Use Cancel bot on any meeting the assistant should stay out of.

  5. 5

    After the meeting, open it from Past to read the summary and transcript.

If something goes wrong

A meeting shows Failed.
Open it — the detail explains why (usually the bot was not admitted to the call, or the meeting link was unreachable).
The bot did not join a meeting you expected it to.
Check the auto-join setting: on "external guests only", internal-only meetings are skipped by design.

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