Google CalendarBe in the meeting.
Bring the context back.
Connect online meetings to your Advium workspace, then turn the discussion into reviewed follow-through.
01 / PLAN
Your next meeting.
Already in the picture.
Google Calendar events with a supported online meeting link can become meetings in Advium, ready for the next part of the client journey.
- Use joinable Google Meet, Teams or Zoom events.
- Client matching uses participant email addresses.
Upcoming meeting
02 / CAPTURE
Give the conversation
your full attention.
With the Advium meeting notetaker enabled, a bot can join eligible meetings and bring the transcript into the meeting workspace.
- Choose which meetings the notetaker joins.
- Use your firm’s recording and consent process.
Meeting capture
03 / FOLLOW THROUGH
A useful record.
A clearer next step.
Use the transcript to draft your file note and follow-up. Review the outputs and keep the agreed next steps with the client’s work.
- Automatic summary and file-note drafts are opt-in.
- Add Gmail for authorised email sending.
Ready for adviser review
YOUR FIRM, YOUR CHOICES
Connected.
With your control.
Decide when the bot joins
Your firm enables meeting capture. Joining policies include all meetings, external meetings or off, with individual meeting overrides and usage limits.
Review what the AI creates
A transcript provides the source. The adviser checks summaries, file notes and follow-ups before relying on or sending them.
A few useful answers.
Does connecting Calendar record every event?
No. Calendar provides event information. Meeting capture requires a supported online meeting link, the notetaker, firm enablement and the appropriate joining and recording settings.
Can we control which meetings are captured?
Yes. Joining policies and individual meeting overrides govern eligible meetings. Your firm must complete the required recording attestation and manage consent. Usage limits also apply.
Do file notes appear automatically?
Automatic meeting summary and file-note drafting is opt-in. Drafts still need adviser review. Follow-up emails are reviewed separately before sending.
TAKE THE CONVERSATION FURTHER
A guide for
your whole team.
Share the Gmail and Google Calendar workflow with your team, from the first meeting invitation to the reviewed file note.
PDF · October 2026