Aboard's meeting assistant turns 1:1 video meetings into transcripts, summaries, and suggested follow-up tasks so managers can focus on the conversation instead of taking notes.
This article covers what it does, how to set it up, and how to use it day-to-day.
What you get
When the meeting assistant is on, every 1:1 video meeting scheduled through Aboard is processed automatically. After the meeting ends you get:
Transcript - The full conversation, captured automatically.
Automatic summary - The main talking points and key takeaways.
Suggested follow up tasks - Next steps pulled from the conversation, so decisions turn into action.
Only the meeting participants (the manager and the employee) can see the transcript and summary.
Requirements
The meeting assistant only works when these three things are in place:
1. The company calendar integration is connected.
An admin needs to connect this once for the whole company under Company settings → Integrations → Calendar
2. Calendar sync and video meetings are enabled for the manager.
Each manager turns these on in their own Meeting preferences found in the 1-on-1 tab.
3. The meeting is scheduled from Aboard.
Transcripts are only available for video meetings created in Aboard — meetings booked directly in Google Calendar, Outlook, Zoom, etc. can't be transcribed.
Enabling the add-on (admins)
1. Go to Company settings → Co-pilot
2. Open the Meeting summaries add-on.
3. Confirm the requirements section is green, then flip Enable add-on to on.
Once enabled, managers can opt in individually.
Turning on transcripts as a manager
1. Open the 1-on-1 section and click the settings cog to open Meeting preferences.
2. Turn on Calendar sync and pick the calendar where Aboard meetings should appear.
3. Turn on Video conferencing.
4. Turn on Transcribe video meetings
5. Save your preferences.
If the transcript toggle is greyed out, the hint underneath will tell you what's missing (most often, the admin hasn't enabled the Co-pilot add-on yet, or you haven't enabled calendar sync and video conferencing).
Scheduling a 1:1 that gets transcribed
From the 1-on-1 section, click New 1-on-1, pick the employee, set the duration and cadence, and make sure it's a video meeting. The transcript will be attached to the meeting in Aboard a few minutes after it ends, along with the summary and any suggested follow-up tasks.
Active 1:1s show up in the list view, where you can open each one to read the transcript, summary, and follow-up tasks once the meeting has happened.
Privacy and access
- Transcripts and summaries are visible only to the manager and the employee on the 1:1.
- The employee is informed that the meeting is being transcribed via the calendar invite.
- Admins can disable the add-on at any time from **Settings → Co-pilot → Meeting summaries**; transcripts already generated remain available to the participants.
Troubleshooting
"Ask your company admin to enable Co-pilot" - Co-pilot isn't enabled for your company yet. An admin needs to enable Co-pilot in settings.
"Ask your company admin to enable Meeting transcripts" - Co-pilot is on, but the Meeting summaries add-on hasn't been enabled.
"Meeting wasn't transcribed" - Check that the meeting was scheduled through Aboard as a video meeting, and that your calendar sync, video conferencing, and transcript toggles are all on.