Read these 10 tips to become a real bliro professional 😍
1. Hide the Desktop App during the meeting
Do you need to share your screen during your meeting? You feel like bliro is blocking your screen during the meeting?
You can easily hide bliro in the background during the meeting by clicking on the bliro icon in the menubar. This way, you can even share your screen while bliro writes your AI notes invisibly in the background.
Drag the app by pressing and holding the dots on the left end.
And Hide the app by clicking the bliro icon in your menu bar or on hide in your desktop app. Bliro will continue to write your AI notes in the background.
2. Connect bliro to your calendar
Connecting bliro to your calendar is a game changer. If you skip the calendar integration, you will miss out on some awesome features:
save the AI meeting notes including the meeting's participants and title
automatically link the AI notes to the right contact and account in your CRM system
summarise the meeting according to the agenda of the meeting invite (coming soon)
Click here to find out how to connect bliro to your calendar. If you use bliro with your CRM system, the calendar connection is crucial to automatically match your AI notes with the right contacts and accounts in your CRM system.
3. Create Meeting Templates
Every meeting is unique, and even participants in the same meeting may have different interests and want take away different insights. Bliro's Meeting templates can generate different analyses within one template tailored to what you need.
The meeting templates get triggered based on a rule you define. This way different templates get automatically chosen based on the meeting you have.
4. Edit your Analyses
No AI is perfect. Bliro might make mistakes when summarizing your meetings, just like a human would.
Therefore, we recommend checking the AI analyses before sending them to your CRM system or other tools. You can always add information or delete certain bullet points. Any edits you make to your analyses on the Bliro platform will be saved automatically.
5. Regenerate the AI Notes
In certain situations, it may be necessary to regenerate the AI notes completely. To do so, just navigate to the bliro platform and locate a meeting. Then, click on the small star (✨) icon in the upper right corner to fully regenerate the AI summary.
6. Use the custom dictionary
Bliro's Transcription Model was trained on publicly available data. As a result, it may not accurately transcribe certain words that are specific to your personal or your organization's vocabulary.
To address this, you can easily customize bliro by adding technical terms, foreign words, product names, and other similar terms to its custom dictionary. Doing so can greatly improve the quality of your transcript and the AI summary. Therefore, we highly recommend utilising the custom dictionary!
7. Use ask Bliro
Have you ever wondered how it would be if you could interact with your meeting notes and analyses? Try it out using the "ask Bliro" function which is always on the right hand side when you review your meeting analyses. You can ask any question regarding the particular meeting your reviewing. For example you could ask Bliro to write a follow-up e-mail for that client for you based on the meeting the two of you just had.
8. Choose between different CRM Objects before sending
By default bliro documents the AI notes under the correct contacts and the corresponding account in your CRM system.
The details view in bliro's Wrap-Up Screen also offers the option to send the AI notes to a specific deal, opportunity or lead. Make sure you use the details view to send meeting notes to the correct objects in your CRM.
You can use the dropdown to search through all accounts and opportunities in your CRM system and send the AI notes to the correct one.
9. Share meeting notes via external Link
With the “Share via link” option, you can quickly make a meeting accessible externally.
Simply open the meeting in the web app, click “Share,” and generate a public link that anyone can view without a Bliro account. Recipients can see the transcript, summary, analysis, and meeting details in read-only mode. Users who do have a Bliro account can additionally use Ask Bliro and create private notes visible only to themselves. You stay in full control at all times — access can be revoked with one click by removing public access, which instantly invalidates the link. If you choose to share the meeting again later, a new unique link will be generated.
More information on sharing notes via link here!
10. Shared Groups effortless collaboration
Shared groups make it simple to collaborate on meeting notes within your organization. You can create groups, add meetings to them, and manage access through flexible roles such as Viewer, Editor, and Owner.
Team members can still take private notes and use ask Bliro on shared meetings, keeping their insights visible only to them. This setup keeps collaboration smooth while maintaining full control and privacy.
More information on the shared group feature can be found here.
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