The AI Fills feature in Rocketlane provides a streamlined way to capture and summarize meeting content, helping teams extract critical information effortlessly. This article covers how to enable AI Fills, how it works, and the integration steps with meeting platforms.
Enabling AI Fills
AI fills can be enabled by admin users in Rocketlane.
Rocketlane offers a two-week trial of AI Fills. During the trial, users can experience the full functionality without any charge. Once the trial expires, access to the feature is automatically revoked unless a purchase is made. AI Fills is a separate, add-on product. If you find value in the feature, you can purchase it at any time during or after the trial.
To enable AI Fills, navigate to Settings in your Rocketlane account and enable the feature under AI capabilities -> AI Fills.
Once enabled, AI Fills captures and processes meeting recordings from team members in various ways, allowing for the creation of emails, documents, and summaries. Here’s how it works:
Recording Collection: Rocketlane can capture meeting recordings via:
Automated Bots: Bots can automatically join meetings on platforms like Zoom, Teams, or Google Meet.
Gong Integration: If you’re using Gong, Rocketlane can pull meeting recordings directly from Gong.
Post meeting deliverables: After the recordings are processed, AI can generate essential project documents such as:
Follow up emails
Solution Documents
Pain Points and Goals for internal notes
Choosing the Method for Collecting Meeting Recordings
Upon enabling AI Fills, Rocketlane prompts you to select how meeting recordings will be sourced:
Gong Integration:
If you choose Gong, select Connect to Gong. This allows Rocketlane to pull recorded meetings from your Gong account automatically. To learn more about how to integrate Gong into your Rocketlane account check this article.
Meeting Assistant Bots:
If Gong is not being used, select the Meeting Assistant option. With this option, a bot will join your team member’s calls and record them.
You can also configure which team members you would like to have their meetings recorded. You can choose "All invited members" to grant recording access to everyone, or select "Specific team members," which you can manage in the "Team Members" section.
Note: Connecting your video conferencing tools is an account-level setting. This means only the account admin should enable the integration, granting access to all other users within the account.
Setting Up Calendar
Rocketlane needs to connect to a calendar to schedule the bots for meetings:
You can Choose between Google Calendar and Outlook. If you’ve already connected a calendar for time tracking, the same calendar will be used. Otherwise, you can choose the calendar used by your organization here. Each team member will need to connect their individual calendar, allowing Rocketlane to access their meeting schedules and know when to send the bots.
To do this, navigate to Project Updates and select New Update. Choose any of the meeting-powered templates, which are your AI Fills templates (more details below). After selecting a template, you will be prompted to sign into your account. Once logged in, you’ll be able to access all your meetings.
Note: Calendar integration is a user-level setting, allowing you to easily log in and out of your calendar accounts. To disconnect your calendar, simply click the account icon on the top right and click "Disconnect".
Configuring Meeting Platforms and Bot Preferences
After setting up the calendar, configure the bot and meeting platform settings:
Bot Name:
Name your bot as desired; it will join meetings under this name.
Platform Integration:
Connect to platforms like Zoom, Teams, or Google Meet to enable direct access to the video recordings. When connected, the bot joins meetings automatically. If the bot is removed from a meeting, Rocketlane can still capture the recording directly from the platform. Video recordings from Zoom, Teams, or Meet are typically preferred over bot-generated recordings due to higher quality.
By integration with the video conference tools, we can also get the meeting recordings that already exist on these tools and have them ready for your team members to use.
Platform Requirements
For optimal performance and integration, ensure your meeting platform meets these requirements:
Zoom: To connect Zoom to your AI Fills, refer to this document here.
Teams: To connect Teams to your AI Fills, refer to this document
Google Meet: To connect Google Meet to your AI Fills, refer this document
How Rocketlane Captures Meeting Data for AI Fills
Rocketlane provides two methods to capture meeting data for AI Fills: the Rocketlane bot and direct integrations with meeting platforms. Here’s how they work:
Rocketlane bot : The Rocketlane bot automatically joins scheduled calls based on calendar events, records the meeting, and processes the recording through a transcription service to generate a transcript, which is then analyzed by AI Fills to extract insights.
Direct Integrations : Through direct integrations with platforms like Zoom, Microsoft Teams, and Google Meet, Rocketlane retrieves transcripts generated by these tools for use in AI Fills. A key advantage of direct integrations is the ability to capture transcripts from ad-hoc meetings that aren’t scheduled on a calendar, ensuring that no important discussions are missed