JoAi Documentation

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Meetings ​

Meetings captures live conversations, transcripts, and AI summaries. Install Meetings under Team settings → Apps, then open Meetings in the sidebar (/meeting).

Overview ​

  • Record from the JoAi app (mic) or join a coded meeting invite
  • Live transcript with speakers, bookmarks, and copy
  • After the session: summary, action items, and speaker assignment
  • Desktop can auto-detect native Google Meet, Microsoft Teams, and Zoom windows (title/bundle) when the desktop app is running
  • Consent dialog before capture; usage may be metered (word / plan limits) with a countdown in the recorder

In the app ​

Record (/meeting) ​

  1. Install Meetings
  2. Open Meetings
  3. Accept consent prompts if shown
  4. Start listening / recording (or allow desktop auto-join when a supported meeting app is detected)
  5. Watch the live transcript; bookmark important moments
  6. Stop when finished — open Summary for the session

When a scheduled meeting’s start time arrives, JoAi opens Meetings in the app if it’s already running, and also sends a push notification so you can join from the lock screen or when the app is in the background. Tapping the push opens /meeting?action=start&meetingId=….

Join with code ​

Share or open a join URL with a meeting code (e.g. /meetings/join?code=…). The joiner shows features (summary, transcription) and can open the summary when the session ends.

Summary (/meeting/summary?id=…) ​

  • Read the generated summary
  • Assign speakers when needed
  • Carry follow-ups into Contacts activities or Board / Tasks

Upcoming appointment meetings may also deep-link into the same summary view from Appointments.

For agents ​

Meeting capture is primarily a product/runtime surface. Transcript ingest ops (when exposed on the agent MCP):

  • ingest_meeting_transcript — deduped ingest by provider + meeting id
  • get_ingestion_ops / reprocess_ingestion — monitor / retry

Also use Knowledge ingestions. See SKILL.md and MCP.

Tips ​

  • Prefer a quiet mic and stable network for better transcripts
  • Bookmark while recording instead of hunting later
  • Confirm speaker labels before sharing summaries externally
  • Keep desktop permissions enabled if you rely on Meet / Teams / Zoom auto-detect