--- title: Getting Started with Meeting Assistant description: How to make the YourStake Meeting Note Taker work best for your needs with this helpful guide that shows how to get started. --- [Skip to content](https://help.yourstake.org/knowledge/getting-started-with-the-ai-note-taker#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) # Getting Started with Meeting Assistant ## How to make the YourStake Meeting Assistant work best for your needs with this helpful guide that shows how to get started. ### Meeting Assistant Quick Start Watch this quick overview video to get a sense of the platform:  - Start a meeting with your preferred meeting tool, such as Zoom, Microsoft Teams, or Google Meet. - Within the "Meeting Assistant" tab, select the "New Meeting" button to access the invite bot to meeting (one time) option. Then just copy and paste the meeting link. - The meeting bot should ask permission to join the meeting. When you finish, the user will see the processed meeting appear moments after the call has ended. - By scrolling down in the "New Meeting" drop down, you also have the option to set up a recurring bot for calendar meetings, record an audio only meeting directly, or upload a downloaded meeting. ### Full Setup #### 1. Configure Your Integrated Calendar for Easy Access: - Connect your preferred calendars, such as Google Calendar or Outlook Calendar. - Select the links below for a step-by-step guide on how to integrate these calendars: - [Google Calendar](https://help.yourstake.org/knowledge/how-to-set-up-the-google-calander-integration-for-ai-note-taking?hsLang=en) - [Outlook Calendar](https://help.yourstake.org/knowledge/how-to-connect-outlook-calendar-to-the-meeting-note-taker?hsLang=en) - By default, when you integrate a calendar, the Meeting Assistant will automatically join any meeting you organize on your calendar. You can configure this by selecting the gear icon next to New Meeting. Select this [link](https://help.yourstake.org/knowledge/personalize-the-meeting-note-taker-changing-name-and-which-meetings-to-join?hsLang=en) for a step-by-step guide. #### 2. Schedule Your First Meeting - You can test the Meeting Assistant by giving it the link of an ongoing meeting, and it will join just like a human participant. - The Meeting Assistant will automatically join meetings with the name "YourStake Meeting NoteTaker". Use this [guide](https://help.yourstake.org/knowledge/personalize-the-meeting-note-taker-changing-name-and-which-meetings-to-join?hsLang=en) to change the name to your preference. - Change the Meeting Type to get the best key information and main points with this [guide](https://help.yourstake.org/knowledge/how-meeting-types-can-transform-your-note-taking-experience?hsLang=en). #### 3. Review Your Meeting Notes - After your meeting, you will find the recording, transcript, and AI summary in the dashboard. - You can match each meeting to a Prospect or Client for easy organization. - Follow up with an after meeting email with easy key points and to-do items for each member of the meeting. #### 4. Connect to your CRM - Integrate with a CRM to pull in pre-meeting notes for a client before you meet with them. We currently support integrations with [Redtail](https://help.yourstake.org/knowledge/connect-yourstake-to-redtail?hsLang=en), [Wealthbox](https://help.yourstake.org/knowledge/integrate-with-wealthbox?hsLang=en), [Salesforce](https://help.yourstake.org/knowledge/connect-salesforce-and-yourstake?hsLang=en), or Practifi. Select the links for user guides on adding the integrations. - Once a meeting is complete, you can also push the meeting tasks to your CRM to keep things all in one place.   For more detailed guides, such as for FAQs and troubleshooting, click this [link](https://help.yourstake.org/knowledge/note-taker?hsLang=en) to access our help page. - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake