1. Your data privacy and security
Before you begin your UpdateAI journey, we'd like you to know that privacy is secure on our platform. Visit our security page for additional information on our practices to secure your data.
2. Signing up
Sign up at https://portal.update.ai/signup using Google or Microsoft's SSO (single-sign-on). At this time we require you to use a business email account to sign up.
3. Connecting your accounts (Zoom, Google, Microsoft Slack)
Zoom Integration
UpdateAI offers seamless integration with Zoom. For Zoom users on a paid plan, it's highly recommended to connect your Zoom account to UpdateAI during the onboarding process. This allows you to fully leverage Zoom's native cloud recording capabilities, seamlessly integrated with UpdateAI.
If You Choose Not to Connect Zoom
Should you opt not to link your Zoom account, don't worry! Our UpdateAI virtual assistant will attend your Zoom meetings to ensure you don't miss out on any key insights.
Integration with Microsoft Teams and Google Meet
Direct connections with Microsoft Teams or Google Meet aren't necessary. Rest assured, the UpdateAI virtual assistant will be present in these meetings too.
Calendar Connection
To ensure UpdateAI captures all relevant meetings for recording and recapping, connecting your work calendar is essential. During onboarding, you'll need to link either your Google or Microsoft Teams calendar. This step is crucial for UpdateAI to function optimally.
Slack Integration
For enhanced team collaboration and communication, connecting your Slack account with UpdateAI is recommended. This integration allows for streamlined updates and interactions within your team's Slack workspace. It can be done inside the integrations tab of your account settings.
4. Creating or joining an organization workspace
In your initial signup and onboarding with UpdateAI, you'll choose to either create a new organization workspace or join an existing one. This choice is crucial for tailoring your UpdateAI experience to your team's needs.
For insights into the benefits and structure of these workspaces, and how they can enhance your workflow:
5. Connecting your CRM
Linking your Salesforce or HubSpot account with UpdateAI brings two key advantages:
Smart Summary™ Integration: We automatically transfer the Smart Summary™ of your meetings into Salesforce or HubSpot as an event note, ensuring seamless documentation.
Enhanced Meeting Analysis: By utilizing your existing CRM account list, we can not only organize but also analyze your meetings in relation to each client account, offering deeper insights.
While connecting your CRM isn't mandatory during onboarding, it's highly advisable to set it up via your integration settings tab for optimal benefit.
6. Hosting your first meeting
Upcoming Meetings Tab
Your 'Upcoming Meetings' tab displays the meetings that UpdateAI is scheduled to record and for which it will create recaps. This feature ensures you never miss out on key insights from your meetings.
Missing Meetings?
If you notice any meetings missing from your 'Upcoming' or 'Past Meetings' dashboards, please reach out to us for assistance. Our support team is ready to help ensure all your meetings are accurately tracked.
Email: support@update.ai
Need Assistance Getting Started?
For any queries or guidance on getting started with UpdateAI, feel free to contact us. We're here to ensure your experience is smooth and beneficial.
Email: concierge@update.ai