Quick start checklist

1. Sign up / log in to Jamy

2. Connect Google or Outlook calendar (or complete Meet permissions)

3. Set join preferences (which meetings get a bot)

4. Set a clear bot name in Profile

5. Run a test meeting (calendar event, manual link )

6. Open the meeting report → confirm summary, transcript, and tasks

How to use this feature

1) One-time setup

A. Connect calendar (recommended for automatic join)

1. Go to Calendar / Integrations (“Add Jamy to your calendar meetings”).

2. Connect Google Calendar and/or Outlook Calendar.

3. Choose which meetings Jamy should join:

   • All meetings

   • All meetings you have accepted

   • Internal meetings

   • Meetings you host

   • External meetings

4. Save preferences. Jamy will send a bot as a participant for matching events.

B. Customize how the bot appears

1. Open Profile / Settings → Meeting Bot.

2. Set the bot name participants will see when Jamy joins.

3. Keep it friendly and recognizable (e.g. Alex’s Meeting Assistant).

2) Get the bot into a meeting

You can use any of these methods:

Method 1 - Automatic (calendar)

1. Connect calendar and set join rules (above).

2. Create or accept a meeting with a Meet / Zoom / Teams / Webex link on that calendar.

3. At meeting time, Jamy joins automatically based on your rules.

4. After the call, open the meeting report in Jamy.

Method 2 - Manual scheduled meeting

1. Go to Calendar.

2. Choose Add Meeting.

3. Enter:

   • Meeting title

   • Date and start time

   • Meeting link (required - Jamy uses this to join)

   • Optional notes / participants

4. Submit Add Meeting.

5. Jamy joins at the scheduled time using the link.

Manual meetings are only visible inside Jamy (they are not created on your Google/Outlook calendar).

Method 3 - Instant meeting

1. From Dashboard or Calendar, start an instant meeting flow.

2. Paste the live meeting link.

3. Submit so Jamy can join immediately.

3) After the meeting - use the outputs

1. Open Reports or the specific meeting from calendar/meetings.

2. Review:

   • Summary

   • Transcript (with speakers)

   • Recording playback

   • Tasks / action items

   • Topics, keywords, questions

   • Template-based report sections

3. Optionally:

   • Chat with the meeting bot about that meeting

   • Share the report with teammates or external recipients (if your plan allows)

   • Create follow-ups from extracted tasks

4) Manage bots (advanced / org)

1. Go to Bots.

2. View meeting bots (MEETING type).

3. During first Google Meet setup, Jamy can create an org MeetBot (e.g. {OrgName}MeetBot) and link a Meet user.

4. Once set up, the UI may show you’re ready and remind you to invite notes@jamy.ai when needed.

What the user gets

During the meeting

• An AI bot that joins as a participant ( Rename your bot here)

• Automatic capture of the conversation across supported platforms

• Option to control which meetings the bot joins (via calendar rules)

After the meeting

• Meeting summary - searchable AI notes

• Full transcript - including speaker-labeled transcript

• Audio / video recording - playback of the session

• Action items / tasks - extracted follow-ups

• Topics & keywords - key themes from the call

• Questions raised - questions captured from the discussion

• Structured report - template-based report sections

• Meeting chat - ask the bot questions about that specific meeting

• Shareable report - share meeting output with others (plan-dependent)

Setup & control

• Calendar auto-join - connect Google Calendar or Outlook so Jamy sends a bot to matching meetings

• Join rules - choose which meetings get a bot (all, accepted, internal, external, host-only)

• Manual / instant join - paste a meeting link so Jamy joins now or at a scheduled time

• Email invite path - add notes@jamy.ai as a Google Meet participant

• Custom bot name - what attendees see when Jamy joins (Profile → Meeting Bot)

• Org MeetBot - organization-level meeting bot created during Google connection setup

Use cases (where to use it)

Related features

These are separate features, but they depend on the bot joining and capturing the meeting:

• Meeting reports & templates

• Follow-ups

• Tasks

• Contacts / meeting history per contact

• Spaces & folders for organizing reports

• Integrations (Meet, Zoom, Teams, Webex)

Frequently Asked Questions (FAQ)