> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Get started with Meetings
> Connect your calendar, record meetings automatically, and review transcripts, summaries, and action items.
Cassidy's Meeting Recorder captures your conversations, generates transcripts, and turns them into searchable, actionable insights. It works with Google Meet, Zoom, and Microsoft Teams. To let [Agents](/agents/overview) answer questions across your meetings in [Chat](/guides/chatting-with-an-agent), add the [Meetings Connector](/agents/connectors/meetings) — the full walkthrough is in [Chat with your meetings](/meetings/knowledge-base). You can also bring meetings into your [Knowledge Base](/knowledge-base/overview) and automate follow-ups with [Workflows](/workflows/overview).
## What you can do with Meetings
* **Record and transcribe** -- Cassidy joins your meetings automatically and generates real-time transcripts with speaker identification.
* **AI summaries and action items** -- Every recorded meeting gets an AI-generated summary with action items, discussion points, and key decisions.
* **Chat with your meetings (recommended)** -- Add the [Meetings Connector](/agents/connectors/meetings) so your team can search transcripts, read summaries, and get timestamped citations in [Chat](/guides/chatting-with-an-agent), without importing meetings into the Knowledge Base. See [Chat with your meetings](/meetings/knowledge-base) for when to use the Connector, one-meeting chat, or KB import.
* **Search and browse on the Meetings page** -- Find specific topics, decisions, or quotes across your meeting history from the **Meetings** list and filters.
* **Power Workflows** -- Automatically trigger [Workflows](/meetings/workflows) when a meeting ends to generate follow-ups, update your CRM, or post summaries to Slack.
* **Share and control access** -- Share recordings with flexible permissions and automate access with [sharing rules](/meetings/sharing-and-permissions).
## Connect your calendar
Connect your Google Calendar or Microsoft Outlook calendar so Cassidy knows which meetings to join.
Click **Meetings** in the left sidebar of your Cassidy workspace.
Click **Connect** to begin the meetings setup process.
Select **Google Calendar** or **Microsoft Outlook** from the available options.
Follow the authentication prompts for your selected calendar provider to grant Cassidy access to your calendar.
Choose which meetings Cassidy should automatically join:
* **All scheduled meetings**
* **Meetings where I am the host**
* **Meetings where participants are outside your domain**
* **Meetings where participants are within your domain**
* **Only meetings I manually select**
Click **Save and Complete Setup** to finalize your preferences.
You can change your auto-join preferences at any time from the **Settings** tab on the Meetings page.
## Configure the meeting bot
Customize how the Cassidy meeting bot appears and behaves in your meetings. Navigate to the **Settings** tab on the Meetings page to adjust these options:
| Setting | Description |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Display name** | The name shown when the bot joins a meeting |
| **Send a message when joining** | Whether the bot sends a chat message when it enters the meeting |
| **Chat message** | The content of the message the bot sends |
| **Auto-join configuration** | Which meetings the bot joins automatically |
| **Email summary preferences** | Who receives email summaries after meetings: everyone invited, participants from your domain, only you, or no one |
Cassidy merges participants based on display name. If multiple users in your organization use the same display name, only one additional participant appears in the meeting, but every user's recording is captured separately.
Organization admins can configure meeting bot settings for the entire organization. Navigate to **Organization Settings** and select **Meeting Settings** from the sidebar to set defaults that apply to all team members.
## Manage upcoming meetings
Go to the **Upcoming** tab on the Meetings page to see your next meetings. You can toggle the **Cassidy will join automatically** switch off for any specific meeting to prevent the bot from joining.
For recurring meetings, you can choose to **Update only this meeting** or **Update all occurrences** when toggling auto-join.
## Add the bot to a live meeting
You can add the meeting recorder to any meeting that has already started.
From the Meetings page, click **Add to Live Meeting** in the top right.
Enter your Google Meet, Zoom, or Microsoft Teams meeting URL, optionally set a custom bot name, and click **Add**.
When the Cassidy bot attempts to join, admit it from the meeting's waiting room. Allow about 30 seconds for processing before the bot appears.
The meeting bot must be admitted by a participant or host. If no one admits the bot, the meeting won't be recorded.
## Review a recorded meeting
After a meeting ends, Cassidy processes the recording and makes it available on your Meetings page.
Navigate to **Meetings** and browse the **All Meetings**, **Shared**, or **Private** tabs. Use the search bar (or press `/`) to search by meeting name or participant.
Click **Filter** to narrow results by recording status or participant.
Click on a meeting to view its details, including date, participants, duration, and the recording.
Click the **Summary** tab to see:
* **Action items** -- Tasks identified from the conversation with owners
* **Overview** -- A concise summary of what was discussed
* **Discussion points** -- Key topics broken down by theme
Click the **Transcript** tab to see the full conversation with speaker labels. You can:
* Search through the transcript using the search bar
* Click any line to jump to that moment in the video
* Click **Sync to video** to synchronize transcript scrolling with video playback
## Disconnect your calendar
To disconnect your calendar, go to the **Settings** tab on the Meetings page, click **Disconnect**, and confirm in the popup.
## Next steps
Choose the Meetings Connector, one meeting in Chat, or Knowledge Base import.
Trigger Workflows when a meeting ends to generate follow-ups, update your CRM, and more.
How the Connector works and when to use Knowledge Base import instead.
Share recordings with your team and set up automated sharing rules.
Learn the basics of creating Workflows in Cassidy.