1. Click on Meetings on the left sidebar.

2. If you want to record a meeting that was either not scheduled to record, or was scheduled within 15 minutes of the meeting time, click on Invite Bot to New Meeting to ensure a recording happens.

3. We recommend adding a meeting title so that you can easily find the meeting recap later, but it is optional.

4. Add the correct meeting link by copying a link from the calendar invite and pasting it into this field.

5. Choose the participant type. Choose internal if you are only meeting with people at your own company. Choose external if any people from outside your company will be participating.

6. Click on Invite bot to finish the process.

7. If you want to upload a recording from a previously help meeting, click on Upload Recording.

8. Click on Click or drag file to this area to upload, and connect the correct file. UpdateAI accepts both video files (.mp4) and audio files (.m4a).

9. Again, the meeting title is optional, but we suggest including one for easy searching later.

10. Again, choose internal or external for the participants type.

11. Click on Upload Recording to complete the process. The full processing of the recording can take up to one hour, please be patient.