MeetGeek tutorial

How to Use MeetGeek: Setup, Templates, and Meeting Analytics

Set up MeetGeek in 5 minutes: connect your calendar, pick a meeting template, and get structured summaries and analytics for every call automatically.

By Miriam Alonso · Updated April 2026 · 5 steps · ~15 min · Intermediate

5 min

setup time

20+

meeting templates

30+ langs

transcription

Analytics

meeting KPIs

MeetGeek is an AI meeting assistant that goes beyond basic transcription. In addition to summaries and action items, it tracks meeting analytics: talk ratios, engagement scores, meeting frequency, and KPI trends. Useful for managers who want data on how their team is spending meeting time.

Setup is straightforward - connect your calendar, choose a template, and MeetGeek joins your meetings automatically. The analytics dashboard becomes more useful after 2-3 weeks of data.

Templates make a big difference

MeetGeek has 20+ pre-built templates for different meeting types: sales calls, standup, one-on-one, project review, client calls. Using the right template improves the structure of your summaries significantly - worth spending 2 minutes on template selection before your first meeting.

1

Create Your MeetGeek Account

Go to meetgeek.ai and click "Get started free". Sign up with your Google account (recommended) or email. The free plan includes 5 hours of transcription per month.

After signing in, you will be prompted to connect your calendar. Complete this step before anything else - it is the foundation of the auto-join workflow.

2

Connect Your Calendar and Configure Auto-Join

Click "Connect calendar" and authorize Google Calendar or Outlook. MeetGeek will show your upcoming meetings and confirm which ones the bot will join. By default, MeetGeek joins all calendar events with a video conferencing link (Zoom, Meet, Teams, Webex).

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MeetGeek joins as a bot participant visible in the attendee list. You can rename the bot in settings if you prefer a more neutral name like "Meeting Recorder".

3

Choose Meeting Templates

Go to Settings > Templates. MeetGeek provides 20+ templates optimized for different meeting types. Key templates: Sales Call (action items, objections, next steps), Weekly Standup (blockers, priorities, progress), Client Meeting (context, decisions, follow-ups), One-on-One (talking points, feedback, goals).

To assign a template to a recurring meeting: go to your calendar view in MeetGeek, find the recurring event, and click "Assign template". From that point forward, all instances of that recurring meeting use that template.

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4

Review Your Notes and Analytics After the Meeting

Within 5 minutes of the meeting ending, MeetGeek emails a summary formatted according to your template. The summary includes structured sections, action items with assignees, and a link to the full transcript.

To see analytics: go to meetgeek.ai > Analytics. The dashboard shows: meeting frequency over time, average talk ratio by participant (who talks most), engagement scores, and action item completion rates.

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5

Set Up Integrations and Automated Sharing

Go to Settings > Integrations. MeetGeek connects to: Slack (send summaries to a channel), Notion, HubSpot, Salesforce, and Zapier.

For team-wide sharing: go to Settings > Sharing and configure automatic summary distribution. You can set MeetGeek to email summaries to all meeting attendees automatically, or only to specific people.

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MeetGeek's value increases over time as the analytics dashboard accumulates data. The first week is about setup and getting summaries. After a month, the analytics view starts showing patterns - meeting frequency, who is over-scheduled, and which recurring meetings produce the most action items.

Template selection is the highest-leverage setup step

Spend 5 minutes on template selection after setup. The default summary format is generic; the specialized templates (Sales Call, One-on-One, Project Review) produce significantly more useful structured output for those meeting types.

Before committing to MeetGeek, it is worth reading how it stacks up: MeetGeek vs Fireflies and MeetGeek vs Otter.ai cover the main alternatives.

Tools Used in This Guide

Frequently Asked Questions

What is included in the MeetGeek free plan?

The free plan includes 5 hours of meeting transcription per month, AI-generated summaries, basic templates, and access to the analytics dashboard (limited data). The Pro plan ($19.99/user/month, billed annually) removes the monthly cap and adds advanced templates, priority integrations, and full analytics history.

How does MeetGeek analytics work?

MeetGeek tracks data from all recorded meetings: talk time per participant (talk ratio), total meeting hours per person per week, engagement score (based on participation patterns), and action item completion rate. The analytics dashboard visualizes these as trends over time. Most useful for managers reviewing how their team spends meeting time.

Can I rename the MeetGeek bot?

Yes. Go to Settings > Bot preferences > Bot name. You can rename it from "MeetGeek" to any name (your company name, "Meeting Assistant", etc.). The bot will appear in attendee lists under the custom name.

Does MeetGeek work without a Zoom account?

Yes. MeetGeek joins as a bot participant and does not require the meeting host or participants to have MeetGeek accounts. It works on Zoom, Google Meet, Teams, and Webex. Participants only need to accept the bot into the meeting.

What languages does MeetGeek support?

MeetGeek supports 30+ languages including English, Spanish, French, German, Italian, Portuguese, Dutch, Polish, Russian, and others. Better than Otter.ai (3 languages) for international teams.

Miriam Alonso

Miriam Alonso

CSM - 3 months testing

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