Meeting assistant

How to set up

1. First, connect your calendar in Account > Integrations.
2. Go to Account > Meeting Assistant.
3. Select which calendars Quin should use.
4. Choose which meetings Quin should join (all, external only, or only when you’re the host).
5. Add recap guidelines to customize how Quin processes meetings (e.g., “Always draft a follow-up email” or “Highlight client concerns”).
6. Set up Scheduling to let others book time directly on your calendar.

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What it can do

• Eliminate back-and-forth with shareable booking links.
• Join scheduled meetings automatically.
• Capture and organize notes, action items, and decisions.
• Draft follow-up emails and send recaps.
• Update CRM records with meeting outcomes.
• Create tasks and reminders from discussions.

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How Notetaker works

• Quin automatically joins your selected meetings.
• Captures notes, decisions, and action items during the call.
• Generates a recap with your chosen recap guidelines (e.g., draft follow-ups, flag concerns, or update CRM records).
• Sends recaps to all internal attendees, with the option to add extra recipients.
• Creates tasks and reminders directly from meeting notes.
• If Quin has already joined a call and you’d like to remove it, you (or the host) can remove Quin like any other participant.

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How Scheduler works

• Create custom scheduling links so others can easily book time with you.
• Customize each link with a title, duration, location, and description.
• Set availability hours so meetings are only booked when you’re free.
• Pick which calendar Quin should add confirmed meetings to.
• Add scheduler guidelines to control things like buffer times or meeting limits.
• Share your link—Quin automatically prevents conflicts and books the meeting directly on your calendar.
• When you email someone Quin already knows, it will automatically create a personalized scheduling link for them—complete with their name in the greeting—so they don’t need to re-enter contact details you already have.

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If Quin has already joined a call and you’d like to remove it, you (or the meeting host) can remove Quin just like any other participant. If Quin was supposed to join a call and has not, you can send Quin the meeting link and it will join. You’ll need to be the host yourself or ask the host to remove Quin from the call.