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Getting Started with Meeting Copilot: Your AI Meeting Assistant

Learn how to set up and use Meeting Copilot to get real-time AI suggestions during your meetings, interviews, and important calls.

January 15, 2026
3 min read
By Meeting Copilot Team
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Getting Started with Meeting Copilot: Your AI Meeting Assistant

Getting Started with Meeting Copilot

Meeting Copilot is your AI-powered assistant that helps you excel in every meeting. Whether you're conducting interviews, negotiating deals, or leading important discussions, Meeting Copilot provides real-time suggestions to help you say the right thing at the right time.

Why Meeting Copilot?

In today's fast-paced business environment, meetings are critical moments that can make or break opportunities. Meeting Copilot gives you:

  • Real-time AI suggestions - Get instant, speakable suggestions on demand
  • Context-aware assistance - Load your briefing pack and documents for personalized help
  • Post-meeting summaries - Automatically generated transcripts and action items
  • Privacy-first design - You control when recording starts and stops

Quick Start Guide

1. Download and Install

First, download Meeting Copilot for your operating system:

  • macOS: Download the DMG file and drag the app to your Applications folder
  • Windows: Download the installer and follow the setup wizard

2. Create Your Account

Launch the app and sign in with your email address. You'll receive a verification email to complete your account setup.

3. Prepare Your Briefing Pack

Before your meeting, upload relevant documents:

  • Interview questions and candidate resumes
  • Sales call briefs and product information
  • Meeting agendas and talking points
  • Any context that will help the AI assist you

4. Start Your First Meeting

  1. Click "Start Meeting" when you're ready
  2. The overlay will appear on your screen
  3. Tap "What should I say?" whenever you need a suggestion
  4. The AI will provide context-aware, speakable suggestions

5. Review Post-Meeting Summaries

After your meeting ends, you'll find:

  • Complete transcript
  • Meeting summary with key points
  • Action items and decisions
  • Discussion topics

Best Practices

For Interviews

  • Upload the candidate's resume and job description
  • Prepare your interview questions in advance
  • Use suggestions to ask follow-up questions
  • Review transcripts to compare candidates objectively

For Sales Calls

  • Load product information and pricing sheets
  • Include customer background and previous interactions
  • Use AI suggestions to address objections
  • Track commitments and next steps in summaries

For Negotiations

  • Prepare your position and acceptable terms
  • Load relevant contracts or agreements
  • Get suggestions for counter-offers
  • Document all agreed-upon terms in the transcript

Privacy and Control

Meeting Copilot puts you in complete control:

  • No background listening - Recording only happens when you explicitly start it
  • Configurable retention - Set how long transcripts are kept (30, 90, or 365 days)
  • Easy deletion - Remove meetings and transcripts anytime
  • Data export - Download your data whenever you need it

Next Steps

Now that you're set up, explore these features:

Ready to transform your meetings? Download Meeting Copilot and start your free trial today!

About Meeting Copilot Team

Meeting Copilot Team writes about AI meeting assistants, productivity, and best practices for modern professionals.

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