Modifying your Workspace/Company Name
Click Admin in the bottom left corner
Select "Account Settings" from the menu
If desired, modify your company name
It'll auto-save and you'll see this reflected on your Workspace name instantly
Invite Your Team
If you didn’t invite team members during onboarding, you can still do it here.
To invite teammates:
In Admin, open the Users tab
Click Invite at the top right
Enter email addresses and assign roles —Learn more about roles inside Coffee
Connect Your Google Workspace
Go to your Settings at the top right
Under Productivity & Collaboration, click Connect next to Google Workspace
Continue with next steps inside your Google Workspace account
Your emails and meetings will automatically sync. Coffee will also create contacts from your external emails and meetings.
⚠️ Only meetings with external invitees will sync to your Coffee account
Connect Your Zoom Account
Coffee will automatically record your Zoom, Google Meet, and Microsoft Teams meetings, providing both a recording and transcript of the meeting.
💡For Coffee to automatically join Zoom meetings, you need to authenticate your Zoom account. Otherwise, the meeting bot will have to be manually admitted by the meeting host each time.
Coffee will automatically join Google Meet or Teams meetings based on the links in your calendar.
To connect Zoom:
Go to your Settings at the top right
Under Video Conferencing, click Connect next to Zoom
Continue with next steps inside your Zoom account
Coffee will automatically join your Zoom meetings and record them
You can decide which meetings get recorded. ➡️ Learn more
Update Your Profile
You can personalize your profile at any time.
To update:
Hover over your profile image at the top right
Go to Settings
Add or update your photo by hovering over it and clicking the pencil icon on top
Modify your name if desired
Settings will auto-save
ℹ️ If you have a user you report to, you can specify it here.
Set Default Recording and Note-Taking Preferences
You can automate recordings and note-taking based on your preferences.
To configure:
Hover over your profile image at the top right
Go to Settings
Next to Zoom, click the gear icon
Select what to auto-record (external meetings by default)
Optional: change your note taker's name
All Set!
Now your workspace is fully configured — ready to make meetings smoother, collaboration stronger, and your workflow more efficient.