Quick Start Options
Instant Meeting
Immediate Start
- One-click meeting creation
- Auto-generated meeting room
- Basic AI assistance enabled
- Simple participant invitation
Quick Invite
Team Collaboration
- Select participants from contacts
- Send instant invitations
- Meeting link generation
- Calendar integration optional
Join Existing
Meeting Access
- Join via meeting ID
- Link-based access
- Guest participant support
- Cross-platform compatibility
Starting a Direct Meeting
Basic Setup
1
Create Meeting
Instant Creation
- Click “Start Direct Meeting”
- Choose meeting platform
- Set basic preferences
- Generate meeting link
2
Invite Participants
Quick Invitations
- Add participants by email
- Share meeting link
- Send calendar invites (optional)
- Set participant permissions
3
Configure AI
Assistant Setup
- Enable/disable AI features
- Set recording preferences
- Choose note-taking style
- Configure integrations
Meeting Platforms
- Google Meet
- Zoom
- Teams
Instant Google Meet
- Auto-generated Meet link
- Calendar integration
- AI assistant auto-join
- Recording capabilities
Meeting Types
Common Use Cases
Urgent Discussions
Critical Issues
- Emergency problem-solving
- Crisis management
- Urgent decision-making
- Immediate escalations
Spontaneous Collaboration
Creative Sessions
- Brainstorming sessions
- Quick ideation
- Informal discussions
- Knowledge sharing
Meeting Configurations
AI Features for Direct Meetings
Automatic Assistance
Real-time Notes
Live Documentation
- Key point capture
- Decision tracking
- Action item identification
- Speaker attribution
Quick Summaries
Instant Summaries
- Meeting highlights
- Key decisions
- Next steps
- Participant contributions
Smart Actions
Automated Tasks
- Follow-up reminders
- Task creation
- Calendar updates
- Integration triggers
Simplified Settings
1
Default Configuration
Standard Setup
- Basic transcription enabled
- Standard note-taking
- Essential integrations active
- Privacy settings applied
2
Quick Adjustments
Real-time Changes
- Modify AI behavior during meeting
- Adjust recording settings
- Change note-taking focus
- Update participant permissions
Participant Management
Invitation Methods
- Email Invites
- Instant Messaging
- Phone/SMS
Email-based
- Send meeting links via email
- Include agenda or context
- Set meeting expectations
- Provide dial-in options
Access Control
Internal Participants
Team Members
- Organization directory access
- Standard permissions
- Full feature access
- Integration benefits
External Guests
Guest Access
- Limited permissions
- Guest-appropriate features
- Privacy controls
- Temporary access
Post-Meeting Actions
Automatic Processing
1
Immediate Summary
Quick Results
- Basic meeting summary
- Key decisions captured
- Action items identified
- Participant list confirmed
2
Distribution
Sharing Results
- Email summaries to participants
- Update relevant channels
- Create follow-up tasks
- Schedule next meetings
3
Integration Updates
System Sync
- Update project management tools
- Sync with CRM systems
- Create calendar events
- Trigger workflows
Best Practices
Effective Direct Meetings
Preparation
Quick Prep
- Define clear objective
- Identify key participants
- Prepare essential context
- Set time boundaries
Execution
Focused Discussion
- Start with objectives
- Keep discussions focused
- Document decisions
- Define next steps
Common Workflows
Integration Benefits
Seamless Workflow
1
Context Preservation
Meeting History
- Link to related meetings
- Maintain project context
- Track decision evolution
- Preserve institutional knowledge
2
Follow-up Automation
Next Steps
- Automatic task creation
- Calendar scheduling
- Reminder setup
- Progress tracking
Direct Meeting Success: The key to effective direct meetings is clear objectives and focused execution. Use AI assistance to capture outcomes without disrupting the flow.
- Meeting Scheduling - Schedule follow-up meetings
- Action Items - Manage meeting outcomes
- Meeting Records - Review meeting history