How to record meeting with AI?

Setup Instructions

Step 1: Connect Google Calendar or Calendly

  • Google Calendar: The AI will automatically join all meetings on your calendar.

  • Calendly: The AI will join all meetings scheduled through your Calendly link.

    • If you use a team Calendly account, the AI will join all team meetings as well.

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Step 2: Assign Meeting Agents

Choose which AI agents should receive meeting summaries.

If you select multiple agents, the AI will automatically decide which one gets each summary.

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(Optional) Install the Chrome Extension

Install Extension

You don’t have to install the extension, but it can make the AI more accurate and flexible.

Why use it: Ensures the AI can detect meetings that aren’t in Google Calendar or Calendly.

Lets you pick which AI agent should join right before a meeting starts.

Optional: Force installation company-wide via Google Apps settings. Help link

After Setup

Once an AI agent receives a summary, it processes the details (e.g., meeting summaries, action points, recording URLs, key discussion points) and acts based on connected tools and prompts.

💡 Example: Connect Google Sheets and tell the AI to log every meeting — it will automatically add a new row for each meeting with its summary and details.

Learn how to connect a tool