Background tasks
Meeting agent
The Meeting agent joins your meetings so you don’t have to take notes, remember action items, or worry about follow-up.
It works quietly in the background: joining meetings, recording what matters, and delivering a clear summary after the meeting ends.
What the Meeting agent does
When enabled, the Meeting agent:
Joins your virtual meetings automatically
Records the meeting
Creates a full transcript
Generates a clear summary with:
Key discussion points
Decisions made
Action items with owners
Important concerns or follow-ups
Your summary and recording appear in Trickle shortly after the meeting ends.
How the Meeting agent works
A meeting is scheduled on your connected calendar
The agent joins the meeting automatically (if enabled)
The meeting is recorded
After the meeting ends, processing starts
Within 5–15 minutes, the transcript and summary are available in Trickle
You can review everything later without relying on memory or notes.
Supported meeting platforms
The Meeting Agent works with the major video conferencing tools:
Google Meet
Joins as a participant and records the meeting.Microsoft Teams
Joins meetings and may need to be admitted from the waiting room.Zoom
Requires the host to allow recording permissions.
The agent may need to be admitted from the waiting room.
Requirements
For the Meeting Agent to join successfully:
The meeting must be scheduled at least 10 minutes in advance
A valid meeting link must be included in the calendar event
Some platforms require the host to admit the agent or allow recording
If any requirement isn’t met, the agent won’t join automatically.
Auto-join vs manual use
You can control how the Meeting agent is used per connected calendar.
Auto-join enabled
The agent joins all eligible meetings on a calendar automatically
Best if you want consistent coverage without thinking about it
Auto-join disabled
The agent does not join by default
You can request it only for specific meetings
Add the agent manually
Paste a meeting link (Google Meet, Zoom, or Teams) into Trickle, and the agent will join that meeting directly.
This is useful for:
Ad-hoc meetings
External meetings you weren’t invited to
Calls that weren’t scheduled in advance
Important notes for manual use
The meeting link must be valid and accessible
Some platforms may require the host to admit the agent or allow recording
Manual joins still follow the same recording and summary flow
What you receive after the meeting
Once processing is complete, Trickle provides:
A full transcript (timestamped)
An AI-generated summary, including:
Executive overview
Main discussion topics
Action items and owners
Key risks or concerns
Access to the recording
Everything is stored securely in your Trickle account and can be accessed anytime, or exported as a PDF.
Customization
Email summary notifications
You can choose how summaries are shared by email:
None
No email is sent.Just me
Only you receive the summary.Everyone on the invite
All meeting participants receive the summary email.
This helps you decide whether meetings stay private or are shared by default.
Language settings
You can customize how meetings are processed:
Summary language
Choose the language used for AI-generated summaries.Transcription language
Use automatic detection (recommended) or select a specific language.
The Meeting Agent supports multilingual meetings and international teams.
Agent name and appearance
The Meeting Agent joins meetings as a visible participant.
You can customize the agent’s name
Example: “Alex’s assistant (Trickle)”The name is visible to all meeting participants
This helps keep meetings transparent and avoids confusion.
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