Meeting Assistant

How do I get live talking points during a meeting?

During an active recording, switch to the Assistant tab in the meeting hub (or tap Control+Space). An AI briefing appears with talking points and action items based on the conversation so far. The content is driven by your prep notes and the Assistant Template in Settings > Meeting Recording.

How do I add prep notes before a meeting?

There are two ways:

From the menu bar panel — click “Prepare for Meeting…” to open the meeting hub. Type attendees, agenda, or goals in the prep notes editor — or select a template to pre-fill it.
When starting a meeting — the meeting hub opens with the same prep notes editor. Fill in your notes before (or after) clicking Start Recording.

For persistent reference material (product docs, knowledge base pages, CRM notes), add them as Reference Documents in Settings > Your Context. These are automatically indexed and the most relevant sections are retrieved during each meeting based on what’s being discussed. See Customizing for Use Cases for details.

What are meeting templates?

Templates pre-fill your prep notes with prompts that direct the AI’s behavior during the meeting. Select a template in the meeting hub before recording — it appends the template text to the prep notes editor so you can customize it further.

MimicScribe includes six built-in templates:

Template	What it does
Discovery	Focuses the assistant on understanding the other party’s situation before suggesting solutions
Sales	Tracks commitments and reminds you of uncovered topics
Interview	Suggests follow-up questions that go deeper
Standup	Flags blockers without owners and stalled handoffs
Customer	Watches for workarounds and unexpressed needs
Presenting	Tracks which points you’ve covered and surfaces what’s next

Each template has a short context prompt (e.g., “Help me understand their situation before suggesting solutions”) plus optional fields like attendee names. After selecting a template, edit the text to add specifics for your meeting.

Create your own templates in Settings > Meeting Recording > Meeting Templates — set a name, icon, and context prompt. Custom templates appear alongside the built-ins in the meeting hub.

Does it pull attendee names from my calendar?

Yes. Enable Auto-fetch calendar attendees in Settings > Meeting Recording. When you start a meeting, MimicScribe checks your calendar for a current or upcoming event (within the last hour or next 5 minutes).

If a matching event is found, attendee names appear as read-only chips below the prep notes editor. They’re included automatically — you don’t need to type them. Your own name and room resources are excluded.

The first time this runs, macOS will ask you to grant Calendar access. If you decline or there’s no matching event, the meeting starts normally without attendee data.

Can I update prep notes during a meeting?

Yes. Switch to the Prep tab in the meeting hub to edit your notes at any time during the recording. Changes are applied immediately to the next assistant refresh.

Does the assistant refresh automatically?

Yes. When the assistant panel is open, it monitors for new speech. After at least one sentence is spoken and a pause is detected, a countdown ring appears on the refresh button. When the ring completes, the briefing refreshes automatically with the latest conversation.

You can cancel an upcoming auto-refresh by clicking the refresh button while the ring is filling, or by hovering over the panel content. The minimum interval between refreshes is 30 seconds by default.

All timings are configurable in Settings > Meeting Recording: toggle auto-refresh on/off, adjust the refresh interval (15–120s), and set the countdown duration (1–5s). You can also refresh manually at any time with ⌘R.

Hide overlays from screen sharing is enabled by default in Settings > Meeting Recording. The recording overlay won’t appear in Zoom, Meet, or Teams screen shares. You can disable this if you want overlays visible during screen sharing.