Guide

Everything you need to set up AfterWordsAI, from your first template to connecting your meeting platform.

Getting started

  1. Sign up at afterwordsai.net with your work email (or Google / Microsoft).
  2. Optional: upload the Word template your team writes after meetings (Settings, then Templates).
  3. Connect Zoom, Google Meet or Microsoft Teams in Settings, then Integrations, or upload a recording or transcript from the dashboard.
  4. After each meeting, the report, follow-up drafts and action items appear in your dashboard, usually within one to three minutes.

Your report templates

  • Upload a Word (.docx) template in Settings, then Templates. Headings, labels like “Date:”, tables and numbered lists are recognised automatically.
  • Tick the templates you want: each meeting produces one report per ticked template. Tick “Standard” as well if you also want the standard report.
  • Every fact in a template report is backed by a short quote from the meeting; open the report to see them. Download the report as Word to edit or send it.
  • Tip: write placeholders the way you would for a colleague, for example “Date: dd-mm-yyyy” or “Client: [Client name]”. They are replaced by the real values.

Zoom

Prerequisites

  • A paid Zoom account (Pro, Business or Enterprise). Basic accounts can't record to the cloud.
  • Cloud recording and Audio transcript turned on in your Zoom web settings (Settings, Recording).

Adding the app

  1. Sign in to AfterWordsAI and open Settings, then Integrations.
  2. Click Connect next to Zoom.
  3. On Zoom's page, review the permissions (your basic profile and your cloud recordings) and click Allow.
  4. You return to AfterWordsAI and Zoom shows as Connected.

Usage

  1. Hold your Zoom meeting as usual and choose Record to the cloud.
  2. End the meeting. Zoom processes the recording and transcript (usually 5 to 10 minutes) and notifies AfterWordsAI.
  3. Your report, follow-up drafts and action items appear in the dashboard a few minutes later. No bot joins the call.

Removing the app

You can revoke access at any time; new meetings stop arriving immediately. Transcripts are not stored. Reports, action items and drafts already created stay in your account until you delete them.

  • From AfterWordsAI: Settings, then Integrations, then Disconnect next to Zoom. Your Zoom connection is deleted and access is revoked at Zoom.
  • From Zoom: open the Zoom App Marketplace, click Manage, then Added Apps, find AfterWordsAI and click Remove. Zoom notifies us and we delete your Zoom connection data.

Google Meet

  1. Settings, then Integrations, then Connect next to Google, and allow access to your meeting transcripts and calendar.
  2. In Google Meet, turn on transcription during the call (available on Google Workspace plans with transcripts).
  3. New transcripts are picked up while your dashboard is open and once a day. You can also click Sync.

Microsoft Teams

  1. Settings, then Integrations, then Connect next to Teams, and sign in with your work or school account.
  2. If your company asks for admin approval, your IT admin can grant it once for everyone with Grant admin consent in the same place.
  3. Turn on transcription in the Teams meeting. Reports are created for meetings you organised; click Sync Teams or wait for the daily sync.

Uploading a recording or transcript

  • On the dashboard, click Upload recording and choose an audio or video file, or a transcript as PDF, Word (.docx), TXT, VTT or SRT.
  • The dashboard shows each step while the report is prepared. You can leave the page; it keeps working.
  • Uploaded recordings are deleted once transcription finishes.

Company workspaces and single sign-on

  • We set up your company with your email domain and invite your admin. Colleagues sign up with their work email and join automatically.
  • Each person adds their job and what they are responsible for once, so action items and follow-ups go to the right person.
  • Company admins manage people, seats and single sign-on from Company in the sidebar.
  • Single sign-on (SAML with Microsoft Entra ID, Okta, Google Workspace or another SAML provider): on the Company page, choose your provider and follow the steps shown; your IT team pastes your provider's metadata to turn it on.

Support

Questions during setup, usage or removal of any integration: visit Support or email support@afterwordsai.net.