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Account Preferences

The Preferences page serves as a centralized hub where you can customize and manage your account settings to enhance your user experience.

Carolline Miranda avatar
Written by Carolline Miranda
Updated yesterday

Preferences tab

To get access to the preferences page, open the main menu and click on the settings dropdown 👇

Configuring the Meeting Assistant:

On this page, you'll find the main settings such as main language, default template, automatic template detection, bot name, recording disclaimer, end-of-meeting reminder, and video recording enabler.


🔄 Auto-Join Settings

Control how your Meeting Assistant joins your meetings:

Conditional joining – Configure behavior based on whether the meeting is internal or external.

Join all meetings – Automatically joins every meeting on your calendar.

Join when you’re the host – Joins only meetings where you are the organizer.

🚫 Exclusion Rules

Prevent your assistant from joining specific meetings by setting exclusion criteria. Exclusions can be based on:

  • Meeting title keywords – e.g., “1:1”, “Private”, or “Confidential”.

  • Participant email addresses – Exclude meetings with certain individuals.

  • Domains – Automatically exclude meetings with participants from specific domains (e.g., @client.com).


📝 Meeting Summary Configuration

Control the length and format of the meeting summaries generated for your meetings. These settings help you tailor how much detail is included and how the information is structured in the final output:

Summary Depth - Decide how detailed your summaries should be:

  • Concise – Provides a high-level overview.

  • Detailed – Offers a comprehensive breakdown of topics, decisions, and next steps.

Summary Layout - Choose the structure and layout of your summaries:

  • Default layout – Balanced summary including key takeaways, action items, and insights.

  • Topic-oriented layout – Focuses on key discussion points and related actions.

🤖 Meeting Assistant Customization

In this section, you can personalize how your assistant appears during calls:

  • Bot name – Modify your assistant’s display name.

  • Appearance – Adjust the profile image or avatar displayed during meetings.

Recording disclaimer message – Set a custom message that will automatically post in the meeting chat as soon as the bot joins, informing participants that recording or note-taking is active.


Sharing Preferences:

On this page, you can edit the email summary sharing, email disclaimers to meeting participants, and meeting access.

Choosing who will get the summary:

You can choose to send to all participants, team members (participants with the same domain as yours), or to yourself only. This feature is available in all paid plans.

General meeting access:

Edit your meetings' access to anyone with the meeting link, private (only you have access), or restricted to the participants or people you have shared the meeting with.

Inform Participants Email disclaimer:

Send an email informing participants that your upcoming call is being recorded. You can send it 1 day, 1 hour, 30 minutes, or 15 minutes prior to the call.

You can also set a recap email with the information shared in the previous call (especially the action items discussed)


Meeting Layout:

Customize the meeting view and what they can access based on the intended audience. We automatically detect for you internal vs external based on their email.

Notification Preferences:

Define when you'd like to get recurring notifications email from us.

Note that if you hit the unsubscribe button, you won't be able to receive email summaries from us as well.

Branded Email

Branded email is an add-on for Pro and Business accounts and is included in the Enterprise plan. With this feature, you can customize your email summaries using your logo and colors.

Account

On this page, you can edit your timezone and deactivate your account in case you'd like to delete it.

Before deactivating, we'll ask you if you wish to erase all data as well.

By effectively utilizing the Preferences page, you can tailor MeetGeek to suit your specific needs, ensuring a more personalized, efficient, and organized approach to managing your meetings and account settings.

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