Meetric
    Documentation
    Go to Meetric
    HomeDocumentationGetting started
    Documentation/Getting Started

    Getting Started with Meetric

    Learn how to set up your Meetric account, record your first conversation, and start extracting valuable insights from your meetings and calls.

    Quick Start#

    Get up and running with Meetric in just a few minutes. Follow these steps to start capturing insights from your conversations:

    1

    Create Your Account

    Sign up and set up your workspace with your team

    2

    Connect Your Calendar

    Link Google Calendar or Outlook for automatic meeting detection

    3

    Record a Meeting

    Use our notetaker bot, record in-person, or upload existing recordings

    4

    View Insights

    Get AI-powered summaries, action items, and analytics

    Tip

    For the fastest setup, connect your Google or Microsoft calendar. Meetric will automatically detect scheduled meetings and can join them for you.

    Account Setup#

    Setting up your Meetric account involves a few key steps to ensure you get the most out of the platform.

    Creating Your Account#

    1. Visit http://127.0.0.1:43131 and open the sign-in page
    2. Existing users can sign in with password or choose "Email me a magic link"
    3. New users are added through an invite/join flow managed by an account admin
    4. After sign-in, complete your profile details if prompted

    Note

    Google and Microsoft single sign-on are available. You can also sign in with password or request a magic link by email.

    Image not available

    The signup process takes less than 2 minutes

    Configuring Your Workspace#

    After creating your account, you'll want to configure your workspace settings:

    Company Name — Set your organization name for branding and team identification
    Default Language — Choose the primary language for AI transcription and analysis
    Time Zone — Set your default timezone for accurate meeting scheduling
    Recording Preferences — Configure default settings for automatic recording and bot behavior

    Note

    Workspace settings can be changed at any time from Settings → General. Team members can also override certain settings for their own preferences.

    Inviting Team Members#

    Meetric is designed for teams. Invite your colleagues to collaborate on conversation insights:

    1. Navigate to Settings → Team
    2. Click "Invite Members"
    3. Enter email addresses (comma-separated for multiple)
    4. Select their role (Member or Admin)
    5. Send invitations

    Team Roles

    • Owner: Full access including billing and account deletion
    • Admin: Can manage team members, integrations, and all settings
    • Member: Can view and manage their own conversations and access shared insights

    Your First Conversation#

    There are multiple ways to get conversations into Meetric. Choose the method that works best for your workflow.

    Using the Meeting Bot#

    The easiest way to record meetings is with our AI notetaker bot. It joins your video calls automatically and captures everything.

    Automatic Joining

    Bot joins scheduled meetings from your connected calendar

    Intelligent Recording

    Records audio, video, and shared screens with speaker identification

    Platform Support

    Works with Zoom, Google Meet, Microsoft Teams, and more

    Setting Up the Bot

    1. Connect your calendar in Settings → Integrations
    2. Enable "Auto-join meetings" for automatic bot attendance
    3. Optionally, set rules for which meetings to record (e.g., external only)
    4. The bot will appear as your configured bot name (default: "Meetric Notetaker") in your meetings

    Meeting Permissions

    The bot needs permission to join meetings. For Zoom, ensure "Allow participants to record locally" is enabled. For Google Meet, the bot will request to join like any participant.

    Recording In-person (Live)#

    For physical, in-person meetings, you can start a live recording directly in the Meetric web app. Microphone audio is always recorded, and you can optionally add screen or camera video.

    1. Go to Conversations and click New Conversation
    2. Select the In-person tab
    3. Add a title and date/time, then click Start recording
    4. When you're done, click Stop and wait for the upload to finish

    Tip

    Full walkthrough: In-person Recording (Live)

    Uploading Recordings#

    Already have recordings? Upload them directly to Meetric for processing.

    1. Click "Upload" from the conversations page
    2. Drag and drop your recording file or click to browse
    3. Add meeting details (title, date, participants)
    4. Click "Process" to start AI analysis

    Supported Formats

    Video: MP4, MOV, WebM, AVI
    Audio: MP3, WAV, M4A, OGG
    Max Size: 2GB per file
    Max Duration: 4 hours

    Tip

    For best transcription quality, use recordings with clear audio and minimal background noise. Multiple speakers should ideally use separate microphones.

    Mobile App Availability#

    Meetric is a web app and does not currently have an iOS or Android mobile app.

    What to use instead

    Note

    If someone tells you “live meeting” or “live recording”, clarify whether they mean an in-person recording or a video call with the Meeting Bot.

    Inviting the Bot Manually#

    You can also invite the bot to specific meetings on-demand:

    Meeting Invite
    To invite the Meetric bot to a meeting:

1. Copy the meeting link (Zoom, Google Meet, or Teams)
2. Go to Meetric and click "Add Bot to Meeting"
3. Paste the meeting link
4. The bot will join within 1-2 minutes

    Understanding Your Results#

    Once your conversation is processed, Meetric provides several types of insights and outputs to help you extract value from your meetings.

    Conversation View#

    Each conversation has a dedicated page with all the information and insights:

    Full Transcript

    Complete word-for-word transcription with speaker labels and timestamps. Click any segment to jump to that point in the recording.

    AI Summary

    A comprehensive summary highlighting key discussion points, decisions made, and the overall context of the conversation.

    Action Items

    Automatically extracted tasks, next steps, and commitments mentioned during the meeting, with assigned owners when identified.

    Key Topics

    Main themes and subjects discussed, helping you quickly understand what the meeting covered.

    Image not available

    The conversation view provides transcript, summary, and insights in one place

    Ask Meetric — Your AI Assistant#

    Meetric AI is your AI assistant for deeper analysis. Ask questions about your conversations in natural language:

    Example questions you can ask:

    • "What were the main concerns raised by the customer?"
    • "Summarize the pricing discussion from last week's calls"
    • "What action items were assigned to Sarah?"
    • "How many times did we discuss the timeline?"

    Meetric AI can search across all your conversations, compare meetings, identify patterns, and provide detailed analysis based on actual transcript content.

    Note

    Ask Meetric is available from anywhere in Meetric via the sidebar or by pressing⌘ +K

    Insights Dashboard#

    The Insights dashboard aggregates data across all your conversations to show trends and patterns:

    • Meeting Volume: Track how many meetings your team is having over time
    • Topic Trends: See which topics are being discussed most frequently
    • Sentiment Analysis: Understand the overall tone of conversations
    • Team Performance: View metrics by team member or department
    • Custom KPIs: Define and track metrics specific to your business
    Learn more about Insights Dashboard

    What's Next?

    Now that you're set up, explore these features to get more value from Meetric:

    Set Up Integrations

    Connect your CRM, calendar, and other tools for seamless workflows

    Master Meetric AI

    Learn advanced techniques for getting the most from your AI assistant

    Explore Insights

    Dive deep into analytics and custom dashboards for your team

    Customize Settings

    Fine-tune Meetric to match your team's workflow and preferences