Your Preferences page is where you configure how MeetGeek behaves on every call — which meetings the Notetaker joins, how summaries are generated, who they're shared with, and how you're notified. Preferences is organized into seven sections: General, Desktop App, Sharing, Meeting Layout, Notifications, Branded Emails, and Account. To open Preferences, click your profile menu in the top-right of the MeetGeek dashboard and select Settings.
In this guide:
General — auto-join, exclusions, summary configuration, Notetaker identity
Desktop App — recording reminders for the desktop app
Sharing — who receives summaries, Outlook compatibility, consent
Meeting Layout — default view and permissions per audience
Notifications — email alerts and unsubscribing
Branded Emails — add your logo and brand colors
Account — timezone and account deactivation
1. General
The General tab controls how the Notetaker behaves on every call: which meetings it joins, what it records, and how it summarizes them.
General settings
Main language — The default transcription language applied to your meetings.
Default template — The Meeting Template applied to a meeting when no other template matches.
Automatic template detection — When enabled, MeetGeek selects the best-fitting template per meeting based on the calendar event title and participants.
End-of-meeting reminder — A short audio cue the Notetaker plays when a meeting is about to end.
Video recording — When enabled, MeetGeek records video in addition to audio.
Auto-Join settings
Auto-Join controls which meetings the Notetaker joins automatically from your connected calendar:
Join all meetings — Joins every meeting on your calendar.
Join when you're the host — Joins only meetings where you are the organizer.
Conditional joining — Sets different behavior for internal meetings (participants on your domain) versus external meetings (everyone else).
Exclusion rules
Exclusion rules tell the Notetaker to skip specific meetings, even if Auto-Join would otherwise apply. You can exclude by:
Meeting title keywords — e.g., "1:1", "Private", or "Confidential".
Participant email addresses — Skip meetings that include specific people.
Domains — Skip meetings with participants from a given domain (e.g.,
@client.com).
Meeting summary configuration
These settings control the depth and structure of every generated summary. Summary Depth sets how much detail the summary contains:
Concise — High-level overview only.
Detailed — Full breakdown of topics, decisions, and next steps.
For richer customization per meeting type, use Meeting Templates instead of changing global summary settings.
Notetaker
Personalize how the Notetaker appears to other participants on the call:
Notetaker name — The display name shown in the meeting (e.g., "Acme Notetaker").
Appearance — The profile image or avatar shown in the meeting tile.
Recording disclaimer message — A custom message the Notetaker posts in the meeting chat the moment it joins, letting participants know the call is being recorded.
2. Desktop App
Configure settings that apply only to the MeetGeek desktop application. Customize recording reminders for internal and external meetings by choosing whether to remind everyone, only the host, or no one. This helps ensure participants are notified appropriately before recording starts, in line with your organization's preferences.
3. Sharing
The Sharing tab controls who receives your meeting summaries by email, who can access the meeting page in MeetGeek, and what participants see when they open it.
Who receives the summary email
Choose the default audience for your post-meeting summary email:
All participants — Everyone in the meeting.
Team members only — Participants on your email domain.
Only me — Just you.
Outlook compatibility email
Enable Outlook Compatibility Email to ensure meeting summaries display correctly for recipients using Microsoft Outlook. When this option is turned on, MeetGeek optimizes the formatting of summary emails to improve readability and consistency in Outlook.
Consent
The Consent settings control how participant approval is collected before or during a recorded meeting, adding a layer of control over recording awareness and participation permissions.
Consent button (participant confirmation). When enabled, MeetGeek displays a consent confirmation option for participants during the meeting — a visible button that lets attendees explicitly confirm their awareness and agreement to be recorded.
For more on recording consent and regional notification requirements, see Recording Consents & Notifications.
4. Meeting Layout
Meeting Layout lets you choose the default meeting view and permissions for different audiences: External, Internal (same domain), and Public. Select which sections each audience can access — including Minutes, Timeline, Insights, Agenda, Notes, Comments, Sharing, and Downloads — so each audience sees the appropriate meeting content by default while sensitive information stays restricted.
5. Notifications
Manage recurring email notifications, alerts, and unsubscribing from emails and summaries.
6. Branded Emails
Branded Emails let you customize the appearance of your meeting summary emails to match your organization's identity. When enabled, you can:
Add your company logo to summary emails.
Customize the brand colors used.
Reinforce brand recognition for external participants receiving summaries.
For full setup details, see Branded Emails.
7. Account
The Account tab is where you manage your timezone and the state of your MeetGeek account.
Timezone — Used for all meeting times, recurring digest schedules, and email send times.
Deactivate account — Closes your MeetGeek account. You'll be asked whether you also want to permanently erase all your data.
Deactivation is reversible only if you choose to keep your data. If you select "erase all data," the deletion is permanent. For details, see Data Deletion Guidelines.
Frequently asked questions
How do I change the meeting summary language?
How do I change the meeting summary language?
Go to Settings > Meeting language and select your preferred language. This applies to all new meetings going forward.
How do I stop the Notetaker from joining a specific meeting or type of meeting?
How do I stop the Notetaker from joining a specific meeting or type of meeting?
Use Exclusion rules under the General tab. Add the keyword (e.g., "1:1" or "Confidential"), the participant's email, or the domain you want to exclude. The Notetaker will skip any matching meetings automatically.
How do I change who gets the summary email?
How do I change who gets the summary email?
Go to Settings > Sharing > Who receives the summary email and choose all participants, team members only, or yourself only. You can also override this on a per-meeting basis after the call.
Can I rename the Notetaker or change its avatar?
Can I rename the Notetaker or change its avatar?
Yes. Go to Settings > Notetaker and set the Notetaker name and appearance. The new name is what participants see when it joins the call.
How do I stop receiving emails from MeetGeek without losing my account?
How do I stop receiving emails from MeetGeek without losing my account?
Open Notification Preferences and turn off the specific notifications you don't want. Avoid the "unsubscribe" link in MeetGeek emails — that unsubscribes you from all emails, including meeting summaries.
How do I add my logo to the meeting summary emails?
How do I add my logo to the meeting summary emails?
Branded Emails let you do this. It's available as an add-on on Pro and Business plans, and is included in the Enterprise plan. Configure it under Branded Emails.
How do I deactivate my account and delete my data?
How do I deactivate my account and delete my data?
Go to Settings > Account > Deactivate account. You'll be asked whether to keep your data or erase it permanently. If you erase your data, the deletion is irreversible.
Need Help?
If you have any questions or need a hand, reach out to [email protected] or start a chat with us through the messenger in the bottom-right corner of your screen. We're happy to help.
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