Charli AI Meetings

Charli AI Meetings understands live audio or text transcripts of meetings and creates shareable AI-generated meeting summaries, all with a high level of accuracy and speed! Charli currently only integrates with Webex. 

Account Setup

1. Create a Charli AI account at https://app.charli.ai/register.
2. Enter the credentials and select Register with email.
3. A verification code will be sent (check your spam folder if you don’t receive the code)

Integration Setup

1. Navigate to the Integrations tab and select Connect Integration next to the Webex & Docmosis Reporting Integration. 
2. Click the blue Authorize button to complete the integration setup.

AI Meetings Instructions

1. Find a Webex Recording email transcript in your inbox. 
2. Forward the email to charli@mail.charli.ai
3. Use the following command in the email’s body (fields in bold should be edited):

/prepare_meeting_report >topic topic1 >topic topic2 >topic topic3 >email_address your email address

Notes:

• For security reasons, you must be the host of the meeting to use the command.
• Topics provided in the command allow Charli to focus on certain subjects while creating the meeting minutes. These topics should be general items discussed in the Webex meeting. 
• For example, if you provide Charli with the Topics Planning, Project, and Product Priorities, Charli will extract the relevant information from the conversation as it relates to these topics.
• The meeting report will be sent to the email address provided in the command.

Integrations Coming Soon:

• Microsoft Teams
• Zoom