Want to create interactive content? It’s easy in Genially!

Get started free

Meeting Insights User Training

Amit Cohen

Created on November 24, 2024

Start designing with a free template

Discover more than 1500 professional designs like these:

Corporate CV

Interactive Onboarding Guide

Higher Education Teaching Microsite

Modern microsite mobile

Basic Shapes Microsite

Basic Interactive Microsite

Beauty catalog mobile

Transcript

Meeting Insights

User Training

Start

Meeting Insights

Meeting Insights Assistance = MIA

Meeting Insights is a smart bot called "MIA" that transcribes and uses AI to analyze your meetings. The bot provides accurate insights, helping you identify key topics and tasks discussed, enabling informed decision-making in real time while saving time on documentation and analysis.

Continue

What would you like to learn today?

Actions during a meeting

Explore additional features

Add MIA to a meeting

Post-meeting actions

Add MIA to a meeting

Invite MIA to a meeting

MIA's automatically invite

Add MIA during a meeting

Invite MIA to a meeting

Google Meet

Zoom

Teams

Invite MIA to a meeting

Go to the Meeting Insights app inside Teams

Invite MIA to a meeting

Click the question mark

Invite MIA to a meeting

Copy MIA's email address

Invite MIA to a meeting

Open the Calendar

Invite MIA to a meeting

Click 'New meeting'

Invite MIA to a meeting

Enter the meeting details

Invite MIA to a meeting

Paste MIA's email address into invitees

Invite MIA to a meeting

Note! MIA must be invited at least 2 minutes in advance in order for MIA to join the meeting.

Invite MIA to a meeting

Send the meeting invitation

Invite MIA to a meeting

Excellent! you've successfully invited MIA to a meeting

Invite MIA to a meeting

Sign in to the Meeting Insights app

Invite MIA to a meeting

Click the question mark

Invite MIA to a meeting

Copy MIA's email address

Invite MIA to a meeting

Sign in to Zoom

Invite MIA to a meeting

Click 'Schedule a Meeting'

Invite MIA to a meeting

Enter the meeting details

Invite MIA to a meeting

Paste MIA's email address into invitees

Invite MIA to a meeting

Click save

Invite MIA to a meeting

Click 'Add to Outlook Calendar'

Invite MIA to a meeting

Open the file in your Downloads

Invite MIA to a meeting

Right-click and select 'Open with Outlook'

Invite MIA to a meeting

Note! MIA must be invited at least 2 minutes in advance in order for MIA to join the meeting.
Send the meeting invitation by clicking Send Update

Invite MIA to a meeting

Send the meeting invitation by clicking Send Update

Invite MIA to a meeting

Excellent! You've successfully invited MIA to a meeting

Invite MIA to a meeting

Enter Google Meet and click on 'new meeting'

Invite MIA to a meeting

Click on 'create a meeting for later'

Invite MIA to a meeting

Copy the meeting information

Invite MIA to a meeting

Open the Teams calender

Invite MIA to a meeting

Enter the meeting details

Invite MIA to a meeting

Paste the Google Meet meeting link

Invite MIA to a meeting

Paste MIA's email address into invitees

Invite MIA to a meeting

Click send

Invite MIA to a meeting

Excellent! You've successfully invited MIA to a meeting

Add MIA during a meeting

Zoom

Teams

Google Meet

Add MIA during a meeting

Click +Apps

Add MIA during a meeting

Click the Meeting Insights app

Add MIA during a meeting

Click Save

Add MIA during a meeting

Select the meeting language

Add MIA during a meeting

Well done! you've added MIA to the meeting

Add MIA during a meeting

Click the green icon - meeting information

Add MIA during a meeting

Click Copy Link

Add MIA during a meeting

Paste the Zoom URL here on the Meeting Insights app home page

Add MIA during a meeting

Well done! you've added MIA to the meeting

Add MIA during a meeting

Enter Google Meet and click on 'new meeting'

Add MIA during a meeting

Click on 'start an instant meeting'

Add MIA during a meeting

Copy the meeting information

Add MIA during a meeting

Enter to Meeting Insights App

Add MIA during a meeting

Paste the Google Meet information here on the Meeting Insights app home page

Add MIA during a meeting

Click 'Admit'

Add MIA during a meeting

Well done! you've added MIA to the meeting

Actions during a meeting

The system offers a wide range of actions during the meeting

Summary

AI

Action Item

Transcription

Note

Highlight

Settings

Decision

Stop & resume

Bookmark

Actions during a meeting

Click the Meeting Insights icon to use the system's capabilities

Actions during a meeting

Select the meeting language

Actions during a meeting

In the right panel you can activate and use all system capabilities during a meeting

Actions during a meeting

Click the gear to change settings

Actions during a meeting

Pause and resume the recording Click the icon to pause the recording and click it again to continue

Actions during a meeting

Transcription Click the icon to activate transcription. When the meeting is over, you can view the transcript on the meeting player in the Meeting Insights app

Actions during a meeting

AI Click the stars icon to activate AI to generate ​​the transcription and meeting insights. At the end of the meeting, you can view the AI-generated summary on the meeting player in the Meeting Insights app

Actions during a meeting

Action Item By clicking this button, a window will open where you can type or dictate the requested task

Actions during a meeting

Summary By clicking this button, a window will open where you can type or dictate the requested summary

Actions during a meeting

Note By clicking the button, a window will open where you can type or dictate the requested comment

Actions during a meeting

Decision By clicking the button, a window will open where you can type or dictate the requested decision

Actions during a meeting

Bookmark By clicking on the button, a window will open where you can type the desired point marking

Actions during a meeting

Highlight Clicking this button will mark and transcribe the current meeting segment starting 20 seconds before and 20 seconds after, and by clicking the + icon, you can extended the marking to another 20 seconds, allowing you to highlight important moments from the conversation

Actions during a meeting

If you are the meeting owner, the three blue buttons will be available to you. If you are a participant, the three green buttons will be available to you and the other participants, and they will remain completely private

Action Item

Transcription

AI

Summary

Note

You can see the various actions in the application after the meeting is over

Highlight

Settings

Decision

Stop & resume

Bookmark

Post-meeting actions

Home page

Meeting Player

Integrations

Sharing meeting recordings

Home page

All meetings Here you can view all finished meetings that you scheduled or you were invited to, or have been have been shared with you

Home page

My meetings Here you can see all the meetings that you scheduled

Home page

Shared with me Here you can see all the meetings shared with you

Home page

Events Here you can see all meetings shared with the entire organization

Home page

Favorites Here you can see all your favorite meetings

Home page

Action Items Here you can see all the action items you have received or given

Home page

Filter bar Here you can find the meeting you are looking for by filtering by-meeting name, date, owner, participants and more

Home page

Question Mark By clicking the question mark, a window will open with a link to the user guide and the training video channel, and MIA's email

Home page

A Meeting

Home page

The date of the meeting

Home page

Duration of the meeting

Home page

The name of the meeting

Home page

Name of the meeting owner

Home page

SummaryWhen the icon is blue, click it to view the meeting summary. When the icon is gray, click it to activate an AI-generated summary

In this section you learnt about the variety of actions you can perform from the Meeting Insights home screen

Meeting player

The meeting screen is divided into two parts. On the right, the summary of the meeting; on the left, the recording of the meeting

Meeting player

Let's start with the recording of the meeting
Speakers bar Here you can see the sections where each participant spoke in the meeting

Meeting player

Meeting slides Here you can view important slides that were presented during the meeting for more than 15 seconds

Meeting player

Meeting Participants Here you can view the meeting participants. if you click one of the participants only the parts in which the participant spoke during the meeting is displayed on the speakers bar

Meeting player

Meeting Participants If the name of one of the meeting participants is not recognized, you can manually edit their name.
Click here to learn how to edit

Meeting player

Let's move to the summary of the meeting
Summary of the meeting The summary of the meeting is divided into 4 parts- Bullet-points Topics Speakers Paragraphs

Meeting player

Summary of the meeting In addition to the summary itself, you can also view the Action items, Questions and Answers, Decisions and Personal Notes

Meeting player

Summary of meeting you can download the meeting summary as a PDF or send it by email to yourself and participants

Meeting player

Transcription We can see the transcript of the meeting by timeline and by speakers in the meeting

In this section you learnt about the variety of actions you can perform from Meeting Insights's meeting player

Integrations

Monday.com

Planner

Zoho

Salesforce

Salesforce

On the meeting screen, go to ‘Summary’ to transfer the meeting summary to Salesforce

Salesforce

Click on the Salesforce icon to transter your meeting summary

Salessforce

For the first time, you must log in to your Salesforce account and then approve the connection to the application

Salessforce

Select the Update Level and the Account

Salessforce

send your meeting summary to Salesforce

Monday.com

On the meeting screen, go to ‘Action Items’ to transfer the tasks you want to Monday.com

Monday.com

There are three options for transferring the tasks to Monday.com
Transfer all tasks Transfer a single task Create a new task and transfer it

Monday.com

For the first time, you must authorize the connection to the application

Monday.com

Select the project to which you want to add the tasks

Monday.com

Now all that’s left is to send the tasks to Monday.com and manage them there

Zoho

On the meeting screen, go to ‘Action Items’ to transfer the tasks you want to Zoho

Zoho

There are three options for transferring the tasks to Zoho
Transfer all tasks Transfer a single task Create a new task and transfer it

Zoho

For the first time, you must log in to Zoho

Zoho

Then approve the connection to the application

Zoho

Select the project into which you want to add the tasks

Zoho

Now all that’s left is to send the tasks to Zoho and manage them there

Planner

On the meeting screen, go to ‘Action Items’ to transfer the tasks you want to Planner

Planner

There are three options for transferring the tasks to Planner
Transfer all tasks Transfer a single task Create a new task and transfer it

Planner

Select the project into which you want to add the tasks

Planner

Now all that’s left is to send the tasks to Planner and manage them there

Sharing meeting recordings

Note! To share the meeting, make sure that the meeting has been published

You can share the meeting in several different ways. Choose the way you want to share the meeting

Sharing the meeting internally
Internal share can be used to share the meeting with any user in the organization
Sharing the meeting to external participants invited to the meeting
Restricted share can be used to share the meeting recording with external participants invited to the meeting
Unrestricted share can be used to share the meeting recording by sharing a link of the meeting. Anyone who receives the link can view or reshare the recording
Sharing the meeting via a link

Meeting player

Click Share

Meeting player

Make sure you select the Internal option

Meeting player

Enter the name of the employee you want to share the meeting with and click the send icon

You can share the meeting in several different ways. Choose the way you want to share the meeting

Sharing the meeting internally
Internal share can be used to share the meeting with any user in the organization
Sharing the meeting to external participants invited to the meeting
Restricted share can be used to share the meeting recording with external participants invited to the meeting
Unrestricted share can be used to share the meeting recording by sharing a link of the meeting. Anyone who receives the link can view or reshare the recording
Sharing the meeting via a link

Meeting player

Note! Sharing the meeting with external participants invited to the meeting requires permission granted by the system administrator in your organization
Share לחץ על

Meeting player

Click Share

Meeting player

Make sure you select the External option

Meeting player

Choose - Restricted only to people invited to this meeting

Meeting player

ClickAdd external invitee+

Meeting player

Enter the email of the external participant

Meeting player

Click Share

Meeting player

Click Got It, Proceed

Meeting player

Well done! the meeting has been successfully sent to the participant

Meeting player

To stop sharing at any time, click on the 3 dots and choose Stop sharing with all

You can share the meeting in several different ways. Choose the way you want to share the meeting

Sharing the meeting internally
Internal share can be used to share the meeting with any user in the organization
Sharing the meeting to external participants invited to the meeting
Restricted share can be used to share the meeting recording with external participants invited to the meeting
Unrestricted share can be used to share the meeting recording by sharing a link of the meeting. Anyone who receives the link can view or reshare the recording
Sharing the meeting via a link

Meeting player

Note! Sharing the meeting via a link requires permission granted by the system administrator in your organization
Share לחץ על

Meeting player

Click Share

Meeting player

Make sure you select the External option

Meeting player

Choose - Anyone with a link can access this external version

Meeting player

Click Got It, Proceed

Meeting player

The external link to the meeting has been copied automatically, now you can send it to whoever you want

Meeting player

To stop sharing at any time, click on the 3 dots and choose Stop sharing with all

You can share the meeting in several different ways. Choose the way you want to share the meeting

Sharing the meeting internally
Internal share can be used to share the meeting with any user in the organization
Sharing the meeting to external participants invited to the meeting
Restricted share can be used to share the meeting recording with external participants invited to the meeting
Unrestricted share can be used to share the meeting recording by sharing a link of the meeting. Anyone who receives the link can view or reshare the recording
Sharing the meeting via a link

Explore additional features

Importing a meeting recording

Co - Owner

Importing a meeting recording

Click the Upload icon

Importing a meeting recording

Click add to upload the meeting recording

Importing a meeting recording

Enter the subject and date of the meeting

Importing a meeting recording

Click Upload

Importing a meeting recording

The imported recording will appear in your meetings list. You can use all the capabilities of Meeting Insights on it

Co - Owner

Co-Owner while invite a meeting

Co-Owner during a meeting

Co - owner

Open the meeting where you want to give one of the participants Co-owner permission

Co - owner

Click Meeting Options

Co - owner

Select the participant to whom you want to give Co-owner privileges

Co - owner

Once you have selected, scroll to the bottom of the page

Co - owner

Click Save

Co - owner

You have successfully added a Co-owner to this meeting

Co - owner

Click on the Meeting Insights app icon

Co - owner

Click the gear to open the settings

Co - owner

Click Edit permission

Co - owner

Choose the participant you want to give to Co-Owner permissions and click Can edit

How to edit a participant's name after a meeting

Step 1
Step 2

Right-click on the name of the participant whose name you want to change, and then click Add user

Enter the new name and click Assign

MIA's automatically invite

Do you want MIA to automatically join every scheduled Zoom / Teams meeting without having to manually invite MIA to every meeting? It's time to get to know MIA's auto-invite feature To set this up, contact your organization's system administrator