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Getting Started with Eric.ai
Getting Started with Eric.ai

Step-by-step guide of how to make the most out of your meetings

Sasha Zhdanovskikh avatar
Written by Sasha Zhdanovskikh
Updated over 2 months ago

Step 1: Add Eric.ai to your first meeting

To add Eric.ai to your meetings, you have three options:

Option 1: Connect your calendar so Eric.ai can automatically join your meetings (Recommended settings)

This is the preferred option for adding Eric.ai to your meetings. If you haven't already connected your calendar, click here.

How to add Eric.ai to meetings when using Option 1

Once your calendar is connected and your joining preferences are selected, Eric.ai will automatically join meetings at their start time, according to your selected preference. You can view upcoming meetings on your Eric.ai dashboard.


To admit Eric.ai into your meetings:

  1. Join the meeting at the scheduled start time.

  2. Admit Eric.ai from the lobby.

Once admitted, Eric.ai will immediately begin recording and transcribing the meeting in real time.

Option 2: Add Eric.ai to your live meeting

Quickly add Eric.ai to live meetings that he has not already been invited to.

How to add Eric.ai to your live meeting

Follow these steps to quickly invite Eric.ai to your meeting:

  1. Click the 'Add to Live Meetings' button in the bottom left of your Eric.ai dashboard.

  2. Copy and paste the meeting URL (Microsoft Teams, Google Meet, or Zoom)

  3. Click ‘Invite Eric.ai.’

Note: Eric.ai will join immediately, so use this option when the meeting has already started. Only you will have access to meetings added via Quick Invite.

Option 3: Invite Eric.ai from your calendar invite

Only use this option if auto-join is disabled.

To invite Eric.ai:

  1. Schedule a meeting in your Microsoft or Google Calendar.

  2. Add '[email protected]' to the guest list.

  3. Ensure the calendar invite includes a web-conference link for Microsoft Teams, Google Meet, or Zoom.

After sending the invite, you'll receive a confirmation email from Eric.ai. If there are any issues with Eric.ai joining the meeting, you will be notified via email. Eric.ai will join the meeting at the scheduled start time.

Step 2: Discover the magic of Eric.ai

Eric.ai works in real-time during your meetings and provides AI-generate insights afterward, helping you eliminate meeting admin and free up your time.

During the meeting, you can:

  • Create and track your meetings agenda: Stay on track with a time-boxed agenda to guide your discussion.

  • Real-time transcript: Follow along with a live, searchable transcript to ensure nothing gets missed during the conversation.

  • Participation: Instantly see who's actively engaging in the discussion with live updates.

...and much more.

After your meeting, Eric.ai will send you an email summarising all the key moments. You can also access these highlights on the meeting page, including:

  • Detailed meeting overview: Get a comprehensive summary of your discussion's most important points.

  • Topics: Clearly see the main topics that were covered.

  • Action items: Review AI-generated action items to ensure your team stays organized and nothing gets missed.

We hope you enjoy using Eric.ai!

If you want to learn more Eric.ai, use the button below to schedule a demo.


Need any help?

If you need any help getting started with Eric.ai, please contact us at any time using our live chat service.

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