Start here: Navigate to update.ai

1. On the left-hand navigation, expand the "Meetings Insights" tab. Select "Invite Bot to Meeting"

2. Add a meeting title that is either the same as the actual meeting title, or a phrase that you will remember.

3. Click into the meeting link box.

Switch to you calendar view to grab the meeting link (in this case, I'm using Google Meet, but this will work with Zoom or MSFT Teams as well).

4. Click on the right meeting.

5. Click on Edit event.

6. Copy the meeting ID

Go back to UpdateAI.

7. Paste the meeting ID into the meeting link box

8. Choose the participants type (this should align with the UpdateAI definitions of internal and external meetings).

9. Click on Invite bot.

10. Check to make sure the Bot was invited successfully.