1. Open the Xembly extension panel on your Google Calendar and click the settings button  at the top.
2. Click on “Preferences” to expand.
3. Under “Panel Settings” set the “Keep Panel Hidden on/off” slider to On.
4. Close the panel by clicking on the three dots to the left of the Xembly logo at the top of the panel.
   • The panel will now remain hidden until you reopen it.
5. To open the panel click on the red arrow on the right of the screen when on your Google Calendar.
   • You can also open the panel by clicking on the Xembly logo in your Chrome extensions.

1. Open the Xembly extension panel on your Google Calendar and click the settings button  at the top.
   • If you’ve hidden the sidebar you will need to click on the red arrow to expand it.
2. Click on “Account Configuration” to expand.
3. Click on “Connect” next to Zoom and follow the login procedures for you Zoom account.
   • If it says “Disconnect” your account is already connected.
4. Click “Allow” on the Xembly App connection screen
   • IMPORTANT! Remember to check the box that says “Allow this app to use my shared access permissions.” before clicking “Allow.”

1. Open the Xembly extension panel on your Google Calendar and click the settings button  at the top.
   • If you’ve hidden the sidebar you will need to click on the red arrow to expand it.
2. Click on “Account Configuration” to expand.
3. Click on “Connect” next to either Zoom or Gmeet and follow the login procedures.
   • If it says “Disconnect” your account is already connected.
4. Click “Allow” on the Xembly App connection screen.

Adding Summary to an existing meeting

1. Make sure that you are the meeting organizer and that your Zoom account is connected to Xembly.
2. Open the meeting or series on your Google Calendar
   • Add Zoom to the meeting or series under “Add video conferencing” if you haven’t already.
3. On the Xembly panel set the “Create Post Meeting Summary” slider to On.
   • If you have previously hidden the Xembly panel you will need to reopen it by clicking the red arrow at the right of the screen.
4. If you wish to cancel a Summary, turn off the recording using Zoom’s controls when the meeting starts. Meetings under 5 minutes will not be processed.

Adding Summary to a new meeting

1. Make sure that your Zoom account is connected to Xembly.
2. Create a new meeting or series from your Google Calendar.
3. Add Zoom to the meeting or series under “Add video conferencing.”
4. Click “Xembly Options” and set the “Create Post Meeting Summary” slider to On.
5. Save the meeting or series.
6. If you wish to cancel a Summary, turn off the recording using Zoom’s controls when the meeting starts. Meetings under 5 minutes will not be processed.

Please note that meetings over 2.5 hours such as an offsite will not be summarized due to constraints in the pipeline. While we work to resolve these constraints, we recommend breaking up the meetings over 2.5 hours into shorter meetings with unique Zoom IDs.

Adding Summary to an existing meeting

• 1. Make sure that you are the meeting organizer and that your Gmeet account is connected to Xembly.
  2. Open the meeting or series on your Google Calendar
     • Add Google Meet to the meeting or series under “Add video conferencing” if you haven’t already.
  3. On the Xembly panel set the “Create Post Meeting Summary” slider to On.
     • If you have previously hidden the Xembly panel you will need to reopen it by clicking the red arrow at the right of the screen.
  4. A ‘Xembly Notetaking’ bot will automatically ask to join the meeting when you have Summary enabled.
  5. You must admit the bot for the Summary to be generated. The bot will appear as an attendee ‘[Your Name]’s Notetaker ( by Xembly )’ throughout your meeting.

Adding Summary to a new meeting

1. Make sure that your Gmeet account is connected to Xembly.
2. Create a new meeting or series from your Google Calendar.
3. Add Google Meet to the meeting or series under “Add video conferencing.”
4. Click “Xembly Options” and set the “Create Post Meeting Summary” slider to On.
5. Save the meeting or series.
6. A ‘Xembly Notetaking’ bot will automatically ask to join the meeting when you have Summary enabled.
7. You must admit the bot for the Summary to be generated. The bot will appear as an attendee ‘[Your Name]’s Notetaker ( by Xembly )’ throughout your meeting.

1. Locate the Summary by clicking on the instance of the meeting on your Google Calendar and then clicking on Summary on the Xembly panel
   • If you’ve hidden the Xembly panel you will need to click on the red arrow to expand it.
   • If you don’t see the Summary and the meeting had Summary turned on and was properly recorded it may still be in processing.
2. Click the ⤢ button on the top right of the screen to expand the Summary to full screen for review.
3. Click the ✎ button on the top right of the screen to edit the Summary and make changes to action items and recaps then click the “Save” button on the bottom right to save your changes.
4. Click the ⇭ button on the top right of the screen to edit the list of recipients and add a custom message then click the “Send” button.

1. Click into an event you own on your calendar.
2. In the Xembly Extension, click “Add Agenda” in the “Goal” section.
3. Provide a one sentence summary of the goal (e.g. “The goal of this meeting is to align on December priorities.”).
4. Click “Generate Agenda Items.”
5. Modify the Agenda Items manually or click “Try Again” if you would like Xembly AI to generate another set of Agenda Items.
6. Click “Save” when you are satisfied with the Agenda.

1. Click into an event you own on your calendar.
2. Toggle “Request Attendee Feedback” to “On” in your Xembly Extension.
3. Meeting attendees who are Xembly users will be prompted to provide anonymous feedback after the meeting ends.
4. You will receive a Meeting Feedback report after the feedback is aggregated.