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How do I add Eric.ai to my meetings?
Kirsten Williams avatar
Written by Kirsten Williams
Updated over a week ago

Option 1: Auto-Join (Default Meeting Setting)

Auto-join is enabled when you sync your calendar during set up. If you haven't connected it yet, click here for instructions. You'll have two auto-join options:

Auto Join Option 1: Automatically join all meetings with a valid web-conference link

Eric.ai will automatically join all meetings with a web-conference link in your calendar, whether you're the host or an invitee. This is the recommended setting.

Auto-Join Option 2: Automatically join only meetings I host

Eric.ai will only join meetings where you are the host and where a valid web-conference link is included. For meetings you are not the host of, consider using option 3.

How Auto-Join Works

Once 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:

  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: Invite Eric.ai from your calendar invite

Only use this option if auto-join is disabled.

How to invite Eric.ai with calendar invite?

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.

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:

  1. Click 'Add to Live Meetings' button on 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 the host will have access to meetings added via Quick Invite.

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