To automate the recording of your meetings using TetraBot, follow these steps to connect your calendar and set up your recording preferences.
1. Navigating to the Sessions Tab
• From the main navigation bar, select the Sessions tab.
• This will take you to the area where you can connect your calendar and manage your meetings.
2. Connecting to Your Calendar
• Choose your calendar provider by selecting either Google Calendar or Microsoft Outlook.
• Follow the authentication prompts to securely connect your calendar to TetraBot.
3. Setting Recording Preferences
Once your calendar is connected, you can define how and when TetraBot will record your meetings. There are several options:
• Record All Meetings Hosted by Your Email Account: This option records every meeting you host using your email account.
• Record Meetings with a Meeting Link: TetraBot will automatically record any meetings on your calendar that include a video meeting link (such as Zoom or Google Meet).
• Record Internal Meetings: Automatically record meetings where all attendees share the same email domain as you (e.g., your company’s internal meetings).
• Record External Meetings: Record meetings where at least one attendee does not share your email domain (e.g., client meetings or external research interviews).
• Record Meetings by Name: Set up a rule to record meetings based on a keyword. For example, if you include “[Research]” in the title of a meeting, TetraBot will automatically record those meetings.
4. Managing Your Upcoming Meetings
All meetings that match your selected preferences will appear in your Upcoming Meetings List. From this list, you can:
• Move a Recording: Reassign a scheduled recording to a different project if needed.
• Cancel a Recording: Cancel the recording of a specific meeting.
• Add Notes and Materials: For any meeting event, you can enter the details and add notes, supporting files, comments, or other relevant materials.