NewRecruitly + WhatsApp — message from your CRM
Recruitly LogoRecruitly

Zero setup

The only setup is typing an email address

Simi joins meetings the way a colleague does: you put her on the invite. It works from Outlook, from Google Calendar, from inside the meeting once it has started, or by forwarding the invitation like you would to an assistant. There is nothing to install and no calendar to connect.

Added to the invite like a person. On the record before the meeting starts.

01

The problem

The tool nobody in the office managed to switch on

The notetaker was bought in March. By June, two people were using it.

It needed a browser extension, so half the desk never installed it. It needed calendar access, which IT sat on for three weeks. It only joined meetings organised from inside its own app, so the client's Teams link did not count. And when a client added a fifth attendee mid-call there was no way to get it in there. None of that is a failure of the AI. It is a failure of the front door, and it is why most meeting tools quietly die on the vine.

What blocks it

  • A browser extension nobody installs
  • Calendar OAuth waiting on IT approval
  • Meetings organised by the client, not by you

What it costs

  • Licences paid for by people who never switched it on
  • The important client calls are exactly the ones it misses
  • Two different note habits on the same desk

Where it breaks

  • Someone wants notes on a call already in progress
  • A consultant's own calendar was never connected
  • The meeting link came from a platform it does not support
02

How we solve it

1

Put her on the invite, from wherever you are

simi@recruitly.app is a real address that behaves like a real attendee. Add her when you create the meeting, or add her at 3:07pm to a meeting that started at three — the platform emails her the join link either way, and she walks in.

  • Zoom, Google Meet, Microsoft Teams and Webex, one address for all four
  • Works from Outlook, Google Calendar, or the meeting app's own Add participant
  • Forward the invitation email instead, if that is your habit
  • Nothing to install: no extension, no desktop agent, no admin consent
  • Recurring meetings work per occurrence — she attends the one she was invited to
  • Cancel or reschedule and she follows the invite

2

The invite is the calendar integration

A meeting invitation already carries the title, the time, the join link, the organiser and every attendee — the same things a calendar sync would import. So the event is created on the right record from the invite itself, and your CRM has the meeting before it happens.

  • No calendar OAuth to request, approve or maintain
  • The event appears on the client or candidate record in advance
  • Attendee emails are matched to your contacts and candidates automatically
  • Connect a calendar later and it recognises her events instead of duplicating them
  • One meeting is one timeline entry — never two rows to reconcile

3

Whoever invited her owns it

The person who sent the invite is the person the meeting belongs to: their tenant, their records, their bill. Everyone else in the room is only used to work out which candidate or client the notes file against.

  • Attribution follows the inviter, never the loudest attendee
  • Attendees decide filing, never ownership or billing
  • An invite from an address we do not know gets a polite reply, not a join
  • Unauthenticated mail is dropped before it is even read
  • So a client can invite her to their own meeting and it still lands on your desk

What the front door handles

One address, no configuration.

Zoom, Google Meet, Microsoft Teams, Webex
Invites created in Outlook or Google Calendar
Added mid-meeting from the platform's own UI
Forwarded invitation emails
Recurring series, per occurrence
Reschedules and cancellations
Waiting rooms and lobbies
Event created on the record from the invite
Attendees matched to contacts and candidates
Later calendar connections, without duplicates
No extension, no plugin, no admin consent
Nothing for IT to approve

Questions recruiters ask

Really nothing to install?

Nothing. She is an email address and a guest participant. Your recruiters install nothing, your IT team approves nothing, and there is no browser extension to keep updated. If you can add somebody to a meeting invite, you can use this.

Can I add her to a meeting that has already started?

Yes, and it is one of the most common ways people use her. Use the meeting platform's own Add participant or invite box, type the address, and she joins within moments. The notes cover from the point she was admitted onwards.

What if the client organised the meeting?

That is fine — the invite is theirs, but you are the one who adds her, so the meeting belongs to you. You can forward their invitation to her, or add her to it from your own calendar. Either way she joins their link and the notes land on your record.

What happens in a waiting room?

She waits, like anyone else, and joins when the host admits her. That admit click is the consent moment by design — nobody is ever recorded by a participant they did not knowingly let into the room.

If you can invite a colleague, you can use this.