Welcome to Spiky 👋
This article provides some general tips and tricks, conditions, and information about Spiky. For more insights, feel free to check out the rest of our help center articles.
This checklist covers the essential steps to get up and running on your first day — it should take less than 10 minutes to complete.
Once you're set up, check out the Week 1 guide to go deeper into Spiky's features and get more value out of your meeting analyses.
Step 1: Set up your account
Navigate to Settings → Account and complete your personal information:
First and last name
Title and company
Profile picture
Make sure your first and last name in Spiky exactly match the name you use in your video conferencing tools (Zoom, Microsoft Teams, Google Meet). Spiky uses this name to identify you as a participant in meetings. If the names do not match, participant-based filtering and meeting attribution may not work correctly.
Step 2: Integrate your tools
Connect your calendar
Connecting your calendar allows Scribe to automatically join and record your scheduled meetings — no manual invitations needed each time.
Connect your calendar with your Spiky account by visiting the Settings → Integrations page.
Click on the Connect button to log in to your calendar account.
Connect your CRM (if applicable)
If your team uses a CRM, connecting it enables Spiky to sync meeting notes and analyses directly to your deals and accounts — saving you from manual data entry.
Connect your daily CRM with your Spiky account by visiting the Settings → Integrations page.
Click on the Connect button to log in to your CRM account.
Once connected, head to the Deals page to confirm your CRM records have synced correctly. You should see your deals listed with their associated companies, stages, and deal sizes. If records are missing, double-check the integration settings.
Step 3: Configure your Scribe settings
Scribe is Spiky's meeting bot that joins, records, and analyzes your calls. Before your first meeting, make sure it is configured correctly.
Go to Settings → Recording & Scribe.
The page has two tabs: Personal and Organizational.
Recording Preferences
Auto-Record Meetings — Choose which meetings Scribe should automatically join and record from your connected calendar. Options include all calendar meetings or a more selective subset.
If you need to prevent Scribe from joining a specific meeting, you can manage this from the Upcoming page — accessible via the Upcoming button in the top-right corner of the Meetings page.
Scribe Preferences
Bot Name — Customize the name Scribe displays when it joins a meeting (e.g. "Sophia's Notetaker"). Participants will see this name in the meeting. (Google Meet is not supported for bot name changes due to platform limitations.)
Image — Optionally set a profile picture for Scribe.
Personal settings apply when you are the only Spiky user from your organization in a meeting.
Organizational settings apply when multiple participants from the same organization join a meeting. All users can view this tab, but only admins can make changes.
Step 4: Invite your team members
You can invite team members if you are on a Plus, Pro, Premium, or Enterprise plan. Inviting is not available on the Free plan. The number of users you can invite depends on the number of seats included in your plan. You can check your current seat usage and add more seats at any time from Settings → Billing.
You can invite your teammates to Spiky if you are an admin in Spiky.
To invite your team members:
Go to Settings → Organization → People & Teams.
Click the ‘Invite’ button on the top right corner of the page.
Enter your teammates’ email addresses, their teams, roles, and statuses.
Click the ‘Invite’ button to send them an invitation.
Those who receive an invitation through their email can login to Spiky quickly by following the steps in the email.
💡 Sent invitations expire after 7 days. In this case, you can resend the invitation by going to the "Invited" tab on the People & Teams page and clicking the "Reinvite" button.
You can also organize members into teams from the Teams tab, which allows you to manage meeting visibility and access per team.
Define the user role and status
To define user role and status:
Go to Settings → Organization → People & Teams.
Define the roles as ‘Admin’ or ‘User’ under the role column.
Define the statuses as 'Active' or 'Observer' under the status column.
Admin: Can access their own and all other members' meeting analyses.
User: Can only access their own analyses.
However, meeting access can be further refined through Meeting Privacy settings and Automatic Team Visibility per team — so what each person can see may vary depending on how these are configured.
Step 5: Get your first meeting analysis
You're ready for your first analysis! There are two ways to get a meeting into Spiky:
Automatic — Invite Scribe to Your Meeting
If your calendar is connected: Scribe will automatically join your scheduled meetings and record them — no extra steps needed.
If your calendar is not connected: You can still invite Scribe on a meeting-by-meeting basis:
Go to the Meetings page.
Click the Invite Scribe button.
When your meeting starts, paste the meeting URL into the field.
Scribe will join that call as a one-time guest and record it automatically.
Manual Upload
Click Manual Upload on the Meetings page to upload a local recording file.
Once processed, your meeting analysis will appear on the Meetings page. Click on any meeting to explore the full analysis, including:
Overview
Transcript
Moments
Deep Dive
Sales Playbook
Scorecards
Please review the Week 1 document for a detailed review of these features.
We're always here to help 👩🏻💻
If you have any questions in your mind and can’t find the answer in this checklist, you can always contact us by clicking the Spiky logo chat icon at the bottom right of the page.