Step 1: Create Eric.ai account
If you have not created your account already, follow our quick and easy step-by-step guide:
If you already have an account, keep on reading below.
Step 2: Invite more team members
Go to the 'Admin' tab on the left menu of your Eric.ai dashboard and select the 'User Management' tab.
Click 'Invite team' button and in the open window enter the email of the person you would like to add to your workspace and press the 'Send invite' button. They will receive your invite, which is valid for 24 hours.
Step 3: Add Eric.ai to your first meeting
To add Eric.ai to your meetings, you have three options:
1. Auto-Join Settings (Recommended)
First, ensure your calendar (Microsoft or Google) is connected.
Go to Settings > Default meeting settings to configure Eric.ai’s auto-join preferences.
2. Invite via Calendar:
Schedule a meeting in your Microsoft or Google calendar and add [email protected] to the guest list.
Ensuring the invite includes a meeting URL for Microsoft Teams, Google Meet, or Zoom.
Await a confirmation email from Eric.ai. If Eric.ai faces issues joining, you’ll be notified via email.
3. Quick Invite with URL:
For unscheduled meetings or if Eric.ai wasn't pre-invited, go to your account's left menu and click 'Invite' button.
Enter or paste your meeting's URL and click 'Invite Eric.ai'.
Eric.ai joins your meeting and creates a new meeting page automatically.
Recurring meetings
If you invite Eric.ai to a recurring meeting calendar invite (a meeting that repeats in your calendar), Eric.ai will join each instance of the meeting automatically. The series of meetings will be conveniently linked up in Eric.ai so you can navigate between meetings and see the outcomes of your previous meeting(s) when needed.
Learn more about adding Eric.ai to your meeting.
Step 4: Discover the magic of Eric.ai
Once Eric.ai is added to your meeting, it automatically generates a dedicated meeting page that gives you access to:
Agenda: Keep your discussion on track by adding a time-boxed agenda to your meeting.
Real-time transcript: The searchable transcript of your meeting appears in real-time, ensuring you don't miss any part of the conversation.
Participation: See who is actively participating in the discussion with real-time updates.
Action items: Eric.ai not only automatically generates action items but also allows you to add more manually to ensure nothing gets overlooked.
...and much more.
After your meeting concludes, Eric.ai will send you a completion email that contains all the key moments from your meeting. These essential highlights are also accessible on the meeting page, where you can find:
Meeting overview: View the detailed meeting summary that highlights the critical points of your discussion.
Topics: Get a clear outline of the primary topics discussed.
Meeting minutes: Review and download a complete record of your meeting, including all essential data. These minutes are editable, allowing you to refine and share them with ease.
Need any help?
If you need any help getting started with Eric.ai, please contact us at any time using our live chat service.