➡️ Use this guide if you’re setting up your profile as a member. If you’re an admin, follow this article.
Go to the Coffee Website
Click Login in the top right corner
ℹ️ All these steps are optional and can be modified after logging in.
Create Your Profile
We'll automatically populate your name and email address
Upload a profile photo or do that later in your Settings
Click Continue to proceed
Connect Your Google Workspace Account
Coffee will automatically create contacts and accounts from your external meetings and sent emails, and attach emails and meetings to the corresponding records. Connecting your Google Workspace will also allow the Coffee meeting bot to join any Google Meet, Microsoft Teams or Zoom meetings (Note that Zoom requires an additional authentication step if you are the meeting host and want the Coffee bot to join your meetings automatically each time).
➡️ To connect Google during the onboarding, just click Connect and follow the authorization steps. Make sure to click "accept all" permissions.
Connect Your Zoom Account
Linking your Zoom account lets the Coffee note taker join Zoom meetings on your behalf without the need to admit Coffee to every meeting. Coffee will automatically join Google Meet and Microsoft Teams meetings. Like every step on this guide, it is optional and you can manage this on your settings later.
➡️ To connect Zoom during the onboarding, click Connect Zoom and follow the authorization steps.
Still have questions? Contact Support or visit our Help Center homepage for more guides.