Step 1: Set up the Meeting Assistant

First, head over to Settings > My Apps > Meeting Assistant

Connect your calendar

CustomerIQ requires each workspace member connect their calendar for a few crucial reasons:

1. To know when meetings are coming up and who is participating. As you'll see, CustomerIQ is packed with many wonderful features like meeting summaries and pre-meeting briefs. The calendar is key to all of this.

2. To determine which meetings the meeting assistant should join. After you connect your calendar you can adjust rules for when the CustomerIQ Meeting Assistant should automatically join to take notes.

3. To determine which workspace to send recordings. Even if you set the Meeting Assistant to only join when invited, you need to integrate your calendar so that we know which CustomerIQ workspace to link with meeting recordings.

Ok, let's connect the calendar:

1. Select configure for Google Calendar and/or Outlook from the Meeting Assistant page.

2. Optional: After a successful authentication, you can point meeting recordings to whichever folder you'd like.

Configure your auto-join settings

By default, the Meeting Assistant is set to automatically join any meeting with a web conference link. This includes Zoom, Google Meet, and Microsoft Teams.

In any meeting, you can simply remove the bot (or deny it entry) if you don't want it to record, but we also have a few settings:

Select which one is best for your use case.

Manually adding the assistant to meetings

Invite notetaker@getcustomeriq.com to any meeting to have it join manually.

Configure your meeting recap settings

Seconds after each meeting CustomerIQ will send a wonderful summary to your inbox or Slack. This is often helpful for every participant, so you should choose who it's sent to by default

Next, let's set you up to manage all of this magic directly from within Slack