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Your first meeting

Last updated June 27, 2026

Here is the shortest path from a real conversation to an agent that does the follow-up work — with notes you can use along the way.

1. Capture the meeting

  • Video call — send the Meeting Bot to join your Zoom, Google Meet, or Microsoft Teams call so you can stay in the conversation.
  • In-person — start a recording for a face-to-face chat. In the mobile app it keeps recording in the background, so you can put your phone away.
  • Existing recording — upload an audio or video file you already have.

2. Let it process

When the meeting ends, Meeting.ai writes the transcript and creates an AI-Powered Summary and a Visual Note. This takes a few minutes, with no note-taking on your side. Memo shows progress while it works, even if you navigate away.

3. Assign your agent a task

Open the meeting to read everything, then hand the work to your agent. Unlike a chat tool that can only describe what to do, the agent has its own computer and runs the task — then hands you the result. Because it works from your meeting history, it acts on what was actually said — "draft a follow-up email," "build a deck from this call," "research this client."

4. Share or extend it

Turn the meeting into a deliverable with a Skill — slides, research, or a podcast — or send it as a share link.

Tip: clearer audio makes a better transcript. For In-person meetings, put the mic near the people talking and you will get noticeably cleaner results.