User Guide
Updated 2026-09-21
Meetings, Module Overview
The Meetings module at a glance, bookings, links, routers, notetaker, and calendar sync.
Meetings, Module Overview
The Meetings module handles everything related to scheduling and recording meetings: booking links, lead routing, the AI notetaker, and Google/Microsoft calendar sync.
The tabs
- Bookings: list of upcoming and past bookings across all your links
- Booking Links (
/meetings/links), create shareable links likeyourname.wrrk.ai/30min - Routers (
/meetings/routers), auto-assign incoming bookings to team members - Notetaker (
/meetings/notetaker), AI joins your video calls and produces transcripts + summaries (UAT only at the moment) - Settings: defaults for new links, calendar connections, branding
Calendar sync
Connect Google Calendar or Microsoft 365 under Settings > Calendar. Once connected:
- Your availability is read from the calendar (busy slots are excluded from booking links)
- New bookings appear in the calendar automatically
- Cancellations/reschedules sync both ways
Typical setup
- Connect your calendar
- Create a booking link (e.g. "30-minute intro")
- (Optional) Wrap multiple users in a router for round-robin assignment
- Share the link
- Each booking lands in your CRM as a contact + meeting record
Tags
meetingsoverviewgetting-started
Related Articles
Creating Booking Links
Create shareable booking links, duration, buffer, availability windows, form fields, embedding.
Lead Routers, Routing Bookings to the Right Person
Round-robin and rule-based routing for booking links across multiple team members.
AI Notetaker
AI bot that joins video calls and produces transcripts + summaries (UAT only for now).