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Getting started
Getting started with MeetGeek
Getting started with MeetGeek
Darya avatar
Written by Darya
Updated this week

As you read this, you probably just created your account with MeetGeek. We welcome you and are excited to show you how MeetGeek can transform your pre- and post-meeting experience for the better!

This article covers all the steps you need to set up your MeetGeek account when you're just getting started.

Prefer video format? Check out our quick overview video here πŸ‘‡

1. Sign up for an account

Sign up for MeetGeek using your Gmail or Outlook account.

This 1-click setup allows you to start using our virtual meeting assistant immediately.

2. Get to know MeetGeek

Once you connect your account to MeetGeek, you will be taken to the MeetGeek dashboard.

MeetGeek "reads" the calendar of your Gmail or Outlook account and displays all scheduled meetings that have Zoom, Google Meet, or Microsoft Teams conference links.

πŸ“Œ No installation or admin consent is required to use MeetGeek. It works with free Zoom, Google Meet, and MS Teams accounts.

3. Configure MeetGeek to join your meetings

By default, MeetGeek Notetaker will join and record all events that appear on your Upcoming Meetings page. However, you can change these settings. Here's how:

1. Use the toggles to control whether MeetGeek should join you at each particular meeting or not.

2. Choose if you'd like our Notetaker to join and record events where you're a participant, but not the host of the meeting.

Note: By default, MeetGeek joins every event from your calendar, whether you scheduled the call or were invited to it. You can switch the default settings to record only the meetings that you host.

3. Choose which conferencing software meetings to join by checking or unchecking the boxes under each listed conference platform.

4. Join ad-hoc meetings If you have a meeting that's not on your calendar but you still want to record it, you can:

In that case, MeetGeek Notetaker will join you in the conference room in a couple of seconds.

4. Configure Email Summary Settings and Preferred Language

Two other important settings that you can find on the Upcoming Meeting page are:

  • Email Summary

  • Main Language

Email Summary Settings:

By default, when your meeting ends, its participants will receive an automatic email with the meeting summary and a link to the call transcript.

To configure your email settings and determine who should receive the meeting summary, you have the following options:

  • Send the summary email to all participants (this is the default setting).

  • Send the summary email to team members, but not to customers (only participants with the same email domain as yours, i.e. your business domain, will receive the email).

  • Send the summary email to myself only (you will be the only person who receives the email).

Please note that email summary settings are not available on the Basic plan. You can choose email-sharing options starting from the Pro plan.

Main Language Settings:

By default, the main language of your transcript is set to English (US). This indicates the main language spoken during your meetings, and MeetGeek will use this language to transcribe your conversation.

Important: If you speak a language other than US English, make sure to change the settings. Otherwise, the transcription of your meeting will be inaccurate.

If your main language is English but you occasionally use another language for your calls, you can change the language settings for each meeting individually.

5. (Optional) Customize MeetGeek before your 1st meeting

You are now ready to schedule your first meeting and record it with MeetGeek. However, there are several additional customization features that you may want to know about.

Notetaker customization is available for Business & Enterprise plans.

In the Meeting Assistant tab of your account settings, you can customize the way other participants see your Notetaker. You can:

  1. Change the first and last name of your bot by choosing from Bot, Notetaker, VA, or Assistant.

  2. Customize the recording disclaimer message that MeetGeek displays when it joins your video conference room.

  3. Send a reminder to the meeting room indicating that the time limits set for the call are approaching, and it's time to wrap up.

πŸ“Œ MeetGeek is a freemium tool, meaning you can use its core functionality for free with our Basic plan. If you run many meetings and require more features, we recommend checking out other MeetGeek plans on our pricing page.

6. Run Your Meeting with MeetGeek

Now it's time to run your meeting!

Enter the conference room as you normally would, and MeetGeek Notetaker will join you at the start time of the meeting.

Once added, the Notetaker will appear as another member of the meeting. This guarantees transparency among the members that the meeting is being recorded.

Important: It's a good practice to inform others that MeetGeek is part of the call. Here are some short intros that you can use to make everyone on the call feel comfortable.

You’re set to go! Explore our Support Center for further guides, frequently asked questions, and tips. Or use the in-app live chat to reach out to our support team.

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