sales-skills/sales-meetgeek

MeetGeek Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What's your goal?

   • A) Set up recording and transcription (bot, no-bot, or mobile)
   • B) Configure AI summaries and meeting templates
   • C) Integrate MeetGeek with CRM, project management, or other tools
   • D) Build automations with the API, webhooks, or MCP
   • E) Fix a specific issue (bot not joining, accuracy, Teams security)
   • F) Understand pricing and plan-gated features

2. Which plan are you on?

   • A) Basic (free — 3 hrs/mo)
   • B) Pro ($9.99/mo — 20 hrs/mo)
   • C) Business ($17/mo — unlimited)
   • D) Enterprise (custom)

3. Which video platform?

   • A) Zoom
   • B) Google Meet
   • C) Microsoft Teams
   • D) Webex / Discord / other

Skip-ahead rule: if the user's prompt already has enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | |---|---| | Choosing between MeetGeek and other note-takers | /sales-note-taker {user's question} | | Reviewing a specific call for coaching | /sales-call-review {user's question} | | Building a coaching program | /sales-coaching {user's question} | | General CRM-to-tool integration patterns | /sales-integration {user's question} |

Otherwise, answer directly below.

Step 3 — MeetGeek platform reference

Read references/platform-guide.md for the full platform reference — recording modes, pricing tiers, CRM integrations, API endpoints, automation workflows, analytics.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

Recording setup priority:

1. Decide recording mode — bot (automatic, visible in meeting) vs no-bot (Chrome extension or desktop app, invisible) vs mobile (in-person)
2. Configure calendar integration (Google/Outlook) for auto-join
3. Set meeting filters — which meetings to record, which to skip
4. Customize AI summary templates for different meeting types (sales, onboarding, standup)
5. Connect downstream tools — CRM, Slack, Notion, etc.

Integration priority:

1. Native CRM connector (HubSpot, Salesforce, Pipedrive, etc.) if on Pro+
2. Zapier/Make/n8n for multi-step automations (Pro+)
3. REST API + webhooks for custom pipelines (all plans)
4. MCP Server for Claude/Cursor AI workflows (all plans)

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Free plan caps at 3 hours/month. Many competitors (Fathom, tl;dv) offer unlimited free recordings. Budget for Pro ($9.99/user) if the team has more than ~6 meetings/month.
• Zapier/Make/n8n require Pro plan or above. Free plan has API/MCP access but no automation platform connectors.
• Bot needs host admission on Google Meet. If the host hasn't joined yet, the bot waits outside — nobody sees the "admit" prompt. Inform meeting hosts in advance.
• MS Teams may block the bot. MeetGeek's bot joins as an unauthenticated guest. Teams admin settings that restrict guest access will block it. Requires loosening Guest Access in Teams admin center.
• Bot can arrive 1-2 minutes late. Joins after detecting participants — initial context may be missed. Use no-bot recording (Chrome/desktop) when the first minute matters.
• Transcription accuracy degrades in non-English. Claims 100+ languages, but G2 reviews consistently report quality drops outside English. Verify with a test meeting before committing for multilingual teams.
• API keys are region-specific. EU and US endpoints use separate keys. If your data is on the US region (api-us.meetgeek.ai), an EU-region key won't work.
• Video recording is Business+ only. Free and Pro plans record audio only. If you need video playback, upgrade to Business ($17/user).

Related skills

• /sales-note-taker — Picking or comparing AI note-takers (MeetGeek vs Fathom vs Fireflies vs Gong vs others), backend API integration patterns, webhook vs polling, CRM sync pipelines
• /sales-call-review — Reviewing a specific call for coaching
• /sales-coaching — Building coaching programs that consume call data
• /sales-integration — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: Setting up MeetGeek for a sales team on HubSpot

User says: "I want MeetGeek to automatically record our Zoom sales calls and push transcripts to HubSpot deals." Skill does:

1. Confirms plan (Pro+ needed for Zapier, native HubSpot available on Pro+)
2. Walks through calendar integration setup for auto-join
3. Configures native HubSpot connector — maps meetings to deals
4. Sets up a sales-specific summary template for deal-relevant notes
5. Shows how to filter which meetings get recorded (skip internals) Result: Automated pipeline from Zoom call → transcript + summary → HubSpot deal activity.

Example 2: Building a custom transcript pipeline with the API

User says: "I need to pull all meeting transcripts via API and store them in our data warehouse." Skill does:

1. Reads the API reference — Bearer token auth, regional endpoints
2. Recommends webhook-first approach (subscribe to meeting completion events)
3. Walks through GET /v1/meetings → GET /v1/meetings/{id}/transcript flow
4. Flags region-specific API keys — ensure the key matches the data region
5. Notes: paginate with cursor, handle rate limits Result: Architecture for webhook-triggered transcript ingestion with proper auth and pagination.

Example 3: MeetGeek bot not joining Google Meet

User says: "MeetGeek isn't showing up in my Google Meet calls even though I set up auto-join." Skill does:

1. Checks calendar integration — is the Google Calendar connected?
2. Checks meeting filter settings — is auto-join enabled for this meeting type?
3. Explains host admission requirement — bot waits outside until host admits
4. Suggests no-bot Chrome extension as fallback for when admission is unreliable
5. Recommends testing with a dummy meeting first Result: Diagnosed the admission issue and provided a workaround.

Troubleshooting

Bot not joining meetings automatically

Symptom: MeetGeek is configured for auto-join but doesn't appear in the meeting Cause: Calendar integration disconnected, meeting filters excluding the call, or host admission pending (Google Meet) Solution: Check Integrations → Calendar status. Verify meeting filter rules. For Google Meet, the host must admit the bot — if no host is present yet, the bot waits. Inform hosts to expect the bot. Try a test meeting to isolate the issue.

AI summary missing key details or context

Symptom: Summary doesn't capture important decisions or action items from the meeting Cause: Default summary template doesn't match the meeting type, or the bot joined late and missed context Solution: Create a custom summary template for the specific meeting type (sales call, standup, 1:1). Use the "Topics timeline" view to check what was actually captured. If the bot joined late, consider using no-bot recording for critical meetings.

MS Teams blocking the MeetGeek bot

Symptom: Bot can't join Microsoft Teams meetings, gets rejected or never appears Cause: Teams admin has restricted Guest Access for external participants Solution: Teams admin must enable Guest Access in Teams admin center → Org-wide settings → Guest access → Allow guest access. The MeetGeek bot joins as an unauthenticated guest — any policy blocking external guests will block it. Some orgs require adding MeetGeek's domain to an allowlist.