Before you start
- Copy the full Zoom, Google Meet, or Microsoft Teams meeting URL.
- Confirm the host will admit the bot if the meeting has a waiting room.
- Use this flow for the Ergo bot. Desktop recording is a separate capture mode.
Add the bot
- Open the dashboard or Meetings.
- Click Add Bot to Meeting.
- Paste the meeting URL or select an available calendar event if the modal offers one.
- Submit the request and watch the meeting card for joining or waiting-room status.
What to expect
- Manually added meetings may be stored as unscheduled or ad hoc capture if they were not matched to a calendar event.
- If the meeting is matched to a calendar event, Ergo can use that event context for title, attendees, and follow-up workflows.
- Invalid or unsupported links can fail before the bot joins.
After the meeting
- Check the meeting record for recording, transcript, and generated outputs.
- If downstream automations did not run automatically for an ad hoc meeting, use Push notes or meetings to automations where available.