Coffee

Turn on multi-language transcription in the Coffee desktop app for meetings that mix languages.

Using multiple languages in the same meeting

Learn how to add and view notes for companies, people, or deals using shortcuts, the global menu, or the Meetings and Notes page.

Adding notes to a company, person, or deal

Set your recorder's display name and choose its appearance for meeting participants.

Customizing your recorder

Share a link to any Coffee meeting — including the summary, recording, and notes — with anyone inside or outside your workspace.

Sharing a meeting summary, recording, and notes

Learn how to create and manage tasks in Coffee, including manual setup, automated meeting tasks, and tracking progress.

Creating tasks in Coffee

Learn how to sort and filter tasks by due date, priority, or owner, and manage task visibility using status filters in Coffee

Sorting and filtering tasks

Access AI-generated meeting notes, summaries, recordings, transcripts, and follow-up email drafts in Coffee to stay on top of your action items.

Meeting Summaries

Learn how to join meetings in Coffee via the web or desktop app, manage recordings, and access AI-generated meeting briefings

Joining Meetings

Take manual notes in addition to Coffee's automated AI notes

Taking notes during meetings

Learn how to assign and update task priorities to stay organized and focus on what matters most in your Coffee workspace.

Setting a task's priority

Learn how to remove the Coffee bot from Zoom, Google Meet, or Microsoft Teams meetings, or manage recording settings for future calls.

Removing the recording bot from meetings

Learn how to manage AI summary and briefing templates in Coffee to match your specific sales methodologies and meeting workflows.

Using and editing custom briefing and summary templates

Learn how to record meetings via the web app, desktop app, or third-party tools, and how recording behavior changes based on your actions.

Ways to record meetings using Coffee

Learn how to manage your call recorder settings and note-taking preferences in Coffee.

Setting default recording and note-taking preferences

Integrating Gong and Coffee

Download, pair, and use the Coffee desktop app to record meetings and keep them synced with your Coffee account on a Mac.

Downloading the Coffee desktop app for Mac

Download, pair, and use the Coffee desktop app to record meetings and keep them synced with your Coffee account on a Windows device.

Downloading the Coffee desktop app for Windows

How to enable microphone, accessibility, and screen recording permissions when you first open the Coffee desktop app on macOS.

Granting permissions to the Coffee desktop app (macOS)

Meetings, Notes and Tasks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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