No recurring meetings yet. Name one above, or record a one-off below.
Meeting
Last held
Usual participants
Documents
Actions
Previous meetings
Meeting
Who
Date
Length
Cost
Status
Google Calendar
Connect a recurring event by name. Recordings from your Zoom room are matched to its calendar dates and times, so your personal room can serve several meetings. Overlapping or unmatched recordings wait for you to choose a Meetings card.
Dedicated Zoom room (optional)
For a dedicated Zoom room only. Personal rooms must use a calendar connection above.
Who can see this meeting
Ticking someone here also shares the meeting's Google Doc with them — next agenda, minutes and to-dos are all in it. The owner always keeps access.
Everyone in the room should be told this meeting is being recorded and transcribed.
You can discard the recording at any point before it is processed.
💡 Have everyone say their name at the start ("I'm Joseph…") — the minutes
will then use real names instead of "Speaker 1 / Speaker 2".
Ready00:000.0 MB
The recording uploads in the background while the meeting runs, so length isn't limited by your
connection — a two-hour meeting is fine. Afterwards it is transcribed and analyzed into minutes,
decisions and action items, which arrive on your desk (speaker labels are available for English
meetings; other languages transcribe as one stream). Action items the meeting assigned to one of
your agents by name start a task for that agent — anything it wants to send externally still
comes to you for approval first.
From your team
Needs your decision
Recent work
Updates live · latest 50 jobs per staff member
Settings
My inbox
Not connected.
Let one assistant read and organize your own email. It can save drafts for you to send, and label or archive — it can never send mail as you or delete anything.
Open this link and approve as . Gmail access only.
Meetings folder not set
Where your recurring meetings keep their notes documents in Drive. Create a folder (in a shared drive is best), share it with the agent that keeps your meeting documents (Editor), and paste its URL. Each meeting gets its own sub-folder inside it.
👁 View only — you can follow this agent's work but not assign tasks.
Listening —
Everyone in the room should be told this meeting is being transcribed. Nothing is saved
until you send it, and you can discard it at any point.
Your agent sits in as a participant, not as the minute-taker. By default it listens for
what concerns its own work — jobs assigned to it, documents to update, decisions worth
remembering — does what it can, and leaves you a short note. It will not write minutes or
email anyone unless you ask below.
Ready00:000 words
0.0 MBabout 65 min left
The recording is transcribed by Google Cloud Speech-to-Text, which separates speakers and
labels them Speaker 1, Speaker 2 — by number, never by name. Your agent maps numbers
to the people you listed above only where the conversation makes it obvious.
Transcription takes a few minutes after you send. You do not have to wait — the write-up
appears in the agent's chat when it is ready. The audio never rests anywhere: it is
staged privately only while transcription runs, then deleted the moment the transcript is ready.
Filing cabinet
Files this agent keeps and can open in any task. Attachments are one-off unless you
chose to keep them. Removing a file here deletes it — the agent will no longer see it.
Jobs
Job details
Original request
Result
Needs your decision
Files
Activity & follow-ups
Recorded messages and tool activity for this job.
Scheduled tasks
Triggered tasks
Standing instructions that run when something happens — a calendar change, a Zoom meeting starting or ending, a recording becoming ready. Unlike schedules, nothing runs (and nothing costs anything) until the event arrives.
Waiting for you
Admission Campaigns
No campaigns yet. Create one to start calling prospects.
CSV columns: name, phone, parentName, grade, interest, notes — only phone is required.
Organization
Everything your agents can use, and whether it is set up. The first two are needed before anyone can work;
the rest switch on features as you need them.
Team members
People who can sign in. Members chat with and assign work to agents shared with them; Managers also hire and
manage agents; Admins also change everything on this screen.
Anthropic API key
not configured
Powers every agent; their usage bills to this key. Get one at platform.claude.com and paste it once — it is verified before it is stored.
Monthly spending cap
no cap
Dollars per calendar month across all agents; 0 means no cap. At the cap, automatic work stops for every agent —
schedules, incoming email, meeting follow-ups. Chat and tasks started by hand still run, and each agent's own cap still applies.
Admins get a desk note at 80% and at the cap.
Spent this month—
Zoom
not configured
Lets agents schedule Zoom meetings and read the asker's own recordings and transcripts. One small
Server-to-Server OAuth app in the Zoom Marketplace with two scopes: meeting:write:meeting:admin and
cloud_recording:read:list_user_recordings:admin. Invitations still go through approvals; recordings are read
only ever for the person who gave the task. Full setup guide ↗
Zoom events
not configured
Lets triggers react when meetings start, end, or a recording is ready. In the same app, open
Feature → Event Subscriptions, subscribe to meeting.started, meeting.ended and
recording.completed, paste the endpoint URL shown after saving, then copy the app's Secret Token here.
Voice profiles
off
Automatic speaker naming in recorded meetings. When ON, the recorder keeps a compact numeric voiceprint (never the
audio) for each person who introduces themselves, so later meetings can name them. This is biometric data: tell your
staff before turning it on, and delete anyone's profile whenever they ask. Stored server-side only; every new enrollment is
announced on the minutes note.
Twilio
not configured
The account your agents' phone numbers belong to; calls bill to it. Then give an agent a number under its Manage → Phone.
Setup guide ↗
Pronunciation guide
empty
How agents say — and hear — names and words the phone gets wrong. One entry per line: word = phonetic spelling.
Click Speak to hear a test phrase before saving.
A tablet in the lobby that greets visitors, tells staff who is here and puts them on the phone together. It calls through
the Twilio account on the Phone tab, needs an agent hired just for the front desk, and rings staff only at numbers entered
here — never at a number a visitor says. Set it up top to bottom: the phone app, the greeter, a tablet, the directory.
Kiosk phone app
not configured
In the Twilio console of the account on the Phone tab, create two things. A TwiML App (Voice → TwiML Apps) whose
Voice Request URL is https://voice-relay-32ch3q6ccq-uc.a.run.app/twiml/kiosk (POST) and whose Status Callback URL is
https://voice-relay-32ch3q6ccq-uc.a.run.app/call-status (POST); and an API key of type Standard (Account → API keys & tokens).
Paste the app SID, the key SID and the key secret — Twilio shows the secret only once, and this page never shows it again either.
Greeter
not set up
Which agent greets the lobby, what it says first, which languages the tablet offers, and when the kiosk takes visits at
all. Hire a dedicated agent for the front desk — one whose only phone number is the lobby line, with no tasks or
email of its own. Outside the hours below the tablet shows the after-hours text and rings nobody. The daily cap pauses
new visits once the day's kiosk calls reach it (0 means no cap).
Open fromtoon
Languages
Starts— the screen wakes for a face, but nothing is heard before the tap. Starting on approach comes later.
Devices
none
Each tablet is enrolled once with a code typed on the tablet itself, at https://schoolclaude-kiosk.web.app. The
code is shown once and lasts 15 minutes. Revoking a device signs it out within minutes; enrol it again with a new code
to bring it back.
Directory
empty
Who the kiosk can announce and ring. Listed people are offered by name to visitors; unlisted ones are reached through
the office. Exactly one office entry is required — it is the last resort of every visit and the line for deliveries,
pickups and anything about a student. Phone numbers are kept server-side only and are never shown here in full, spoken in
the lobby, or written to a transcript.
Name
Title
Kind
Listed
Phone
Mode
Normal
The NYSED emergency terms. Any mode other than Normal and After hours ends every visit in progress at once and holds the
tablet on a notice until the mode is set back.
Visit log
—
The last 50 visits, newest first — the register the school keeps. Click a row to read the transcript (kept 30 days
unless an incident holds it). The CSV is the roll-call copy: register fields only, no transcripts.
When
Visitor
Host
Outcome
Length
Site connection
not connected
A website of sections agents maintain — a data dashboard, the board page, a newsletter — in a Firebase project you own.
Every change an agent makes waits for your review on your desk. The key is checked against the project and stored in
Secret Manager; it never reaches an agent. Setup guide ↗
Sections
Each section is one agent's area. Public sections are readable by anyone with the link once published; team-only ones need a school sign-in. Assign a section to an agent under its Manage → Connections.
Enrol
On the tablet, open https://schoolclaude-kiosk.web.app and type this code. It is shown once and expires in 15 minutes.
Visit
Platform — organizations
Token pricing
—
Hire a new employee
They start work the moment you hire them. Everything here can be changed later from Manage.
✓ has joined the team.
Connect their Google Workspace account
Open this link in a browser signed in as — an incognito window works well. It expires in one hour. IT guide
Not now? Manage → Connections has the same link whenever you want it.