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Create a meeting

Employees, managers, and admins can create meetings to ensure structured communication and seamless coordination. Additionally, they can import existing meetings from their calendar, streamlining scheduling and organization. This ensures that all important discussions are accessible within the platform, helping teams stay informed, aligned, and productive.

Navigate to Apps > Meetings > My Meetings.

If you are scheduling meetings for the first time:

Schedule and manage one-on-one meetings1

📒Note: This page appears only when no meetings are scheduled.

Prerequisites

Before creating meetings in Engagedly for the first time, it is recommended to connect your Google or Microsoft account to sync meetings with your calendar. This integration ensures that your scheduled meetings are easily accessible within the platform, helping you manage your time efficiently.

Contact our support team for calendar integration. After integration, link your Google or Microsoft account to sync meetings with your calendar.

If you have not connected your calendar, an alert appears at the top of the page after you schedule a meeting.

Navigate to Apps > Meetings > My Meetings.

  1. Click Connect now at the top of the page, or click Schedule at the top right and select Import from calendar.

📒Note: If you have already scheduled a meeting, perform this step. If you are scheduling for the first time, click Import.

     2. Open the drop-down and select a Google or Microsoft account.

     3.  Click Sign in with Google if you use Google Calendar, or click Connect if you use Microsoft.

     4.  Log in to your account, click Continue, and then click Allow to authenticate your account with the calendar.

📒Note: The meeting organizer’s email ID must match their Engagedly email ID to view the meetings they create in the Meetings module.

Create a meeting

After authenticating your account, create meetings and sync them with your calendar at any time.

Navigate to Apps > Meetings > My Meetings.

  1. Click Schedule at the top right and select Meeting.
  2. Enter the meeting title.
  3. Open the "Participants" drop-down, search and select the participants.
    A meeting must include at least two participants. 

     4.  Set the event date and time.

     5.  Search and select the time zone.

     6.  Select the conference type.

📒Note: Google or Microsoft options are available only after integration. Refer to the prerequisites section to learn how to connect your account.

You can select from the following options:

    • Google Conference or Microsoft Conference: Available if your respective account is linked. The calendar link is added automatically.
    • Offline: Schedule an in-person meeting.
    • Others: Manually enter the conference link for platforms such as Google Meet, Zoom, or Slack.

     7. Enable Marissa Notetaker if you want to automatically capture meeting notes and summaries.

📒Note: “Marissa Notetaker” is available only when:

  • Your admins enable it for your organization. For more information, refer to Manage the meeting notetaker agent for meetings.
  • You select “Google Conference” or “Microsoft Conference” as the conference type.

     8.  In the "Recurrence setup" field, use the toggle to schedule recurring meetings.

     9.  In the "Repeats Every" field, set the number of recurrences.

    10.  Open the drop-down and select the frequency.

If you select

    • Weekly: Select one or more days.
    • Monthly: Select a specific day or date.

    11.  In the “Recurrence Ends” field, select one of the following options:

If you select

    • Never: Meeting continues indefinitely.
    • Ends By: Set an end date (ends one day before the selected date in Google Calendar).
    • Ends After: Set the number of occurrences (ends after the specified number of occurrences).
      For example: If set to three, the meeting ends after three recurrences.

    12.  Enable Add meeting to calendar to automatically sync all meeting updates to your calendar.

📒Note: You must integrate with Google or Microsoft Calendar to add meetings to your calendar. Refer to the prerequisites section to learn how to connect your account.

    13.  Enter the meeting description.

    14.  In the "Notification Preference" field, use the toggle to enable notifications for organizers, participants, or both.

    15.  Click Save.

Create and import a meeting1

📒Notes:

  • Steps 5 to 14 are optional.
  • Follow steps 8 to 11 only if you want to create recurring meetings.
  • Participants can mute notifications, even when the organizer enables them during meeting creation.

If you are the meeting organizer, you can manage the meeting and perform all available actions.

If you are a participant, you can perform limited actions, such as copying discussion points, syncing the meeting with your calendar, and exporting meeting details.

Learn more in Manage a meeting.

After creating a meeting, you are redirected to the meeting details page, where you can add discussion points. Learn more in Add and manage discussion points.