Metanotes Quick Start Guide

Welcome to Metanotes — your AI meeting assistant and conversation manager. With Metanotes, you can capture real-time meeting transcripts, review them later, share with your team, and control your account settings. Here's how to get started quickly:

1. Sign Up using Your Email and Password

Go to the Metanotes signup page and create your account (using Google/Microsoft Account).

2. Log In & Explore the Home Dashboard

Once logged in, you'll land on the Home tab:

Join Conversation: Paste a meeting URL (e.g. Zoom, Google Meet) and click “Add to conversation.” Metanotes’ AI notetaker will join and start capturing.
Invite a Coworker: Enter someone’s email + click “Send invite” to bring them into your organization.
Upcoming Meetings: View scheduled discussions. Each card shows meeting title, time, participants, and a “Capturing” badge if recording is in progress.

3. Record and Transcribe Conversations

Metanotes will transcribe your meeting in real time:

Live Transcription: Watch the spoken content convert to text as the meeting proceeds.
Share or Present: Share the transcript with participants or use full-screen mode to display live text.
Annotate & Highlight: Comment, highlight, or attach notes within the transcript to emphasize key points.

4. Review & Collaborate (Conversations Tab)

After the meeting, head to the Conversations section:

Browse through your past meetings, each with full transcripts and timestamps.
Search by keywords, participant names, or topics to find relevant moments.
Share transcripts with teammates, add comments or highlight parts, or assign action items.

5. Account & Settings

Use the “Account” menu to manage everything about your profile and security:

Profile

Change your display name and profile photo.
Add or remove email addresses; set your primary email.
Link your Google account for easier sign-in and integration.

Security

Update your password as needed.
See Active Devices — each listed with device type, browser, IP, and approximate location.
Log out of unfamiliar sessions or devices.
Delete Account: If you choose, permanently remove your account and all its data.

6. Add Integrations & Apps

To make Metanotes seamlessly fit into your workflow:

Go to the Apps section.
Connect tools like Google Calendar, Meet, or other services your team uses.
After connecting, scheduled meetings can be automatically detected and transcripts generated.

7. Tips & Best Practices

Invite early: Add the AI Notetaker to your meeting before it starts to ensure a full capture.
Review after meeting: Use the transcript to pull out action items or share summaries.
Organize with folders: Use folders or tags to keep transcripts neatly grouped.
Train custom vocabulary: Add industry-specific terms, names, or acronyms to improve transcript accuracy over time.
Check active devices periodically to ensure account security.

8. Need Help?

If you run into trouble:

Browse the Metanotes Help Center for articles on features, troubleshooting, FAQs.
Use the “Get Help” or “Support” option in the app to contact our team.
Share a screenshot or description of the issue to help us resolve it faster.

With these steps, you’ll be up and running with Metanotes in no time — capturing meetings, collaborating, and managing your account securely.