Step 1: Create Your Eric.ai account
If you haven't set up your account yet, create one now:
If you already have an account, continue reading below.
Step 2: Invite more team members
Invite your entire team to your Eric.ai workspace to enable everyone to invite Eric.ai to their own meetings and enhance collaboration.
To add users (admin/owner rights is required):
Login to your Eric.ai account.
Go to Admin > User Management.
Click Invite Team (top right)
Enter the user's email address and assign a role.
Click Send Invite.
The invitee will have 10 days to accept. After that, you'll need to resend the invite if it expires.
Step 3: Add Eric.ai to your first meeting
To add Eric.ai to your meetings, you have three options:
Option 1: Auto-Join (Recommended settings)
Auto-join is the preferred option for adding Eric.ai to your meetings. To learn more about auto-join settings, click here.
How Auto-Join Works
Once auto-join is activated, 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:
Join the meeting at the scheduled start time.
Admit Eric.ai from the lobby.
Once admitted, Eric.ai will immediately begin recording and transcribing the meeting in real time.
Option 2: Invite Eric.ai from your calendar invite
Only use this option if auto-join is disabled.
To invite Eric.ai:
Schedule a meeting in your Microsoft or Google Calendar.
Add '[email protected]' to the guest list.
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.
Option 3: Invite Eric.ai with Quick Invite
Use Quick Invite if you want to invite Eric.ai to a meeting he hasn't joined already.
How to use Quick Invite?
Follow these steps to quickly invite Eric.ai to your meeting:
Click 'Add to Live Meetings' button on your Eric.ai dashboard.
Copy and paste the meeting URL (Microsoft Teams, Google Meet, or Zoom)
Click ‘Invite Eric.ai.’
Note: Eric.ai will join immediately, so use this option when the meeting has already started. Only the host will have access to meetings added via Quick Invite.
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.