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Schedule a meeting in a room

When you schedule a meeting from a room, it belongs to that room. The room's users see it, the agent records it there, and the minutes and tasks land there too. Room Owners and Editors can schedule. Other room roles see Owners/editors can schedule on the button.

How to schedule a meeting in a room​

  1. Open the room and select Schedules from the room's apps.
  2. Select the new schedule icon (calendar with a plus) to open Schedule meeting.
  3. Choose the type: Online Meeting, In-person Meeting or Other Online Meetings. You can also pick a time-away type. See Meeting types and locations.
  4. Select Add details and enter a Name and a Description. To have the agent write them, select Ask AI. See Generate details with AI.
  5. Select Set agenda to add Agenda items.
  6. Set the Start time and End time.
  7. To repeat the meeting, choose an option under Repeat. See Recurring meetings.
  8. Check the Timezone. To see the time in other places, open Timezones. See Timezone compare.
  9. Add attendees with Add room users. To invite people outside the room, use Add guest email(s).
  10. Select the options button in the footer. It reads No record, Auto-record, Auto-transcribe or Auto-mom. Choose what the agent does in Meeting options. See Meeting options.
  11. Select Schedule.

Everyone scheduled is notified. If Send invite email is on, guests get an invite email.

Generate details with AI​

  1. In Schedule meeting, select Ask AI.
  2. In Generate meeting details, describe the meeting and select Generate. To reuse the details of this room's last meeting, select Get from last meeting.
  3. Review the name, description and agenda, then continue scheduling.
note

Ask AI appears when your company has generative AI turned on. Only room Owners can change the recording and minutes options.

tip

If the room or company is restricted to company users, the Add guest email(s) field is hidden.