Help Center

How Do I get the FinMate Notetaker to automatically join my Video Calls?

In order for FinMate AI Notetaker to automatically join your video conference calls (ie. Zoom, Google Meet, MS Teams), we'll need to Connect your Calendar.

I talk to my clients in Person, How can I use FinMate?

FinMate iOS App

Download the FinMate iOS App, and record your conversation while talking with your client.
I call my clients over the Phone, how can I use FinMate?

There are several ways to get FinMate to join a phone call.

VOIP Recording and Upload

Configure your VOIP(Voice over IP) to record.
Save the recording, and upload the meeting on the FinMate's Dashboard.


2 Phones and the FinMate iOS App

You'll need 2 phones, your work phone, and an iPhone.
Call your client on your work phone, on speaker mode.
Download the FinMate iOS App, and record your conversation while talking with your client over your work phone.


Record the Meeting on your computer and upload

You'll need your phone and a computer.
Call your client on speaker mode, and record the conversation on your computer.
Save the recording, and upload the meeting on the FinMate's Dashboard.


Use Zoom, to call your client

Zoom can make calls.
1. Add the FinMate App on Zoom. See Instructions to connect FinMate to Zoom here.
2. Start a Zoom Meeting and have FinMate Notetaker join.
3. Dial your client via Zoom. See Zoom Instructions on Making and Receiving Calls here.


Use Google Meet, to call your client

Zoom can make calls.
1. Start a Google Meet and have FinMate Notetaker join the Google Meet.
2. Dial your client via Google Meet. See Meet Instructions on Making Calls here.


Can FinMate AI record a Zoom Meeting if you are not the host?
Yes! You can do a manual invite or change the calendar settings to invite the bot.

In the unlikely scenario the Host disables recording for all users, you can do one of the following:
- Screen Record using Snippet, or Mac built in Screen Recorder. Then upload the meeting on our site.
- use our Mobile App to record your PC's the audio.
Contact Us
live chat at the bottom right. We may be busy and will get back to you within 3 business days.
Hours of operation: M-F 9am-4pm PST, Excluding holidays.

support@finmate.ai