Chatlo Docs

AI Meeting Assistant

Connect your calendar or paste a meeting link, and our AI Bot will automatically join your Google Meet, Zoom, or Microsoft Teams calls to handle transcription, note-taking, and CRM data extraction.

How It Works

The AI Meeting Assistant functions as an intelligent participant in your virtual meetings. It securely joins your calls, listens to the conversation, and processes the audio into structured, highly accurate notes in real-time.

1Connect Calendar

Link your Google or Outlook calendar to have the bot automatically detect future meetings and join them right as they start. No manual invites needed.

2Instant Transcription

Paste a meeting URL (Google Meet, Zoom, or Teams) directly into the app dashboard. The bot will dispatch instantly to join your ongoing call.

Supported Platforms

  • Google Meet (Native integration)
  • Zoom (No host privileges required)
  • Microsoft Teams (Web and Desktop client compatible)

Features & Capabilities

Once the meeting concludes, the AI provides a comprehensive breakdown in your dashboard:

  • Full Audio & Video Playback:

    Review a complete recording of the meeting synced directly to the transcript.

  • Executive Summaries:

    The AI automatically generates a concise overview of whatever was discussed, pulling key context and intent.

  • Chat with your Meeting:

    Use Knowledge Chat to ask questions about exactly what happened during the call, pull out specific quotes, or clarify next steps.

  • Study Material Generation:

    Convert lectures and long calls into flashcards, quizzes, and Q&A sessions instantaneously.

How to Add the Bot to an Active Call

  1. Navigate to your Dashboard.
  2. Click the Floating + Button or interact with the Quick Actions menu at the top.
  3. Select Meet Assistant (denoted by the Video icon).
  4. Choose Instant Meet Transcription.
  5. Paste your Meet, Teams, or Zoom URL.
  6. Click Join Meeting. The bot will appear in the call's waiting room within 15-30 seconds.

⚠️ Important Privacy Note

Always inform participants that the meeting is being recorded and transcribed. Depending on your local jurisdiction, two-party consent may be legally required.