Revo.pm
  • Revo 101
    • Introduction to Revo
  • Use Cases
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  • FAQ
  • Changelog
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  • Chatting with Revo
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  • Data Sources
    • Overview
    • Documents
    • User Feedback
    • Meetings
    • Slack/Microsoft Teams Integration
    • Personal Instructions
  • Contexts
    • Overview
    • How to create contexts
    • How to switch contexts in chat
    • How To Edit/Delete a Context
    • Use Cases
  • Insights
    • Overview
    • How to create insights
  • User Feedback
    • Overview
    • Import feedback into Revo
    • How to connect CRM tools to Revo
    • Use Labels To Categorize And Organize User Feedback
  • Meetings
  • Overview
  • How can Revo join meetings
  • Meeting Access and Summary Settings
  • Using labels to categorize and organize meetings
  • Leveraging Meeting Summaries
  • Issues, Projects, and Cycles
    • Overview
    • Issues
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  • Workflows
    • Overview
    • Setting up workflows
    • Revo Workflow Playbook
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    • Labels
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    • How does billing work?
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  • Security
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On this page
  • Why is the meeting feature useful?
  • How can Revo join meetings?
  • Meeting Access and Summary Settings
  • Using labels to categorize and organize meetings
  1. Data Sources

Meetings

Revo automatically joins your meetings as your personal note-taker. It records the session, captures key details, generates full transcripts, and delivers clear summaries with actionable next steps. All meeting content is accessible under the Meetings tab.

Why is the meeting feature useful?

  • Keeps your team aligned

  • Eliminates the need for manual notes

  • Action items are automatically turned into issues and assigned to the right person

  • No information goes missing

How can Revo join meetings?

If you connect your Google Calendar to Revo, Revo automatically joins your meetings. If your meetings take place on a platform other than Google Meet, such as Zoom or Microsoft Teams, you can also use the button at the top right of your screen in the meeting tab to invite Revo to the meeting.

Connect Revo to your Google Calendar:

  1. Click on your team name at the top of the left side panel

  2. Click on team settings in the dropdown menu

  3. Click on connectors and go to the Google Calendar card

  4. Click on the connect button in the card and follow the on-screen instructions

Invite Revo to your meeting:

  1. Go to meetings in the left side menu

  2. Click on the join meeting button at the top right of your screen

  3. Enter the link of the meeting in the field and click on record and transcribe

  • You can decide which meetings Revo should join (owned/accepted/all). To do so, go to team settings > meetings. You can now choose if Revo should join all meetings, accepted meetings, or only meetings you own.

  • You can also choose who should receive the summary of the call and the preferred language for the summary.

Meeting Access and Summary Settings

In team settings > Meetings, you have full control over how Revo behaves:

  • Choose which meetings Revo should join—all meetings, accepted meetings only, or only meetings you own

  • Decide who should receive the meeting summary—just you, selected participants, or the entire invite list

  • Prefer a meeting to stay private? You can easily remove Revo from any meeting

Using labels to categorize and organize meetings

You can manually add specific labels in the Labels tab in Settings (under Meetings) to better organize your meeting recordings. It is important to use labels for properly organizing meetings.

How to add meeting labels:

  1. Click on the name of your team in the left side menu

  2. Click on team settings in the dropdown

  3. Go to labels

  4. Go to the meeting tab, and start adding new labels

  5. Your newly added labels can now be used to categorize and organize your meetings

Leveraging Meeting Summaries

  • You can refer to the summaries and transcripts to know what has been discussed so nothing goes missing

  • You can choose the preferred language for your summaries

  • You can use the summaries and transcripts to ask Revo to draft a follow-up email for you

  • Action items are automatically converted into issues and assigned to the appropriate people

  • You can chat in each meeting tab at the bottom with Revo or your team members if you have any questions or issues regarding that call

  • Revo analyzes the calls and proposes ideas that you may have forgotten to mention

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Last updated 2 months ago