# Google Meet and Volty

> Volty creates Google Meet links for appointments and answers staff questions from past meeting transcripts.

Volty creates Google Meet links for appointments and reads past meetings and their transcripts, so advisers can ask what was agreed.

Talk to Volty · Free trial

Updated 2 Nov 2026

## A review moved to video

A client asks to meet online. Volty checks the calendar and creates the link.

RH

Robert Hayes

WhatsApp · Client

Hi, can we do Thursday's portfolio review on video instead? I'm working from home.

Checked Google Calendar · Adrian · Thu 13 Nov 3:00 pm · Portfolio review

Created a Google Meet link · Added to Thursday's event

Volty Of course, Mr Hayes. Thursday at 3pm stays as it is, now on Google Meet: meet.google.com/xqr-bnta-kpe. Adrian will send the slides before the call.

Google Calendar

Adrian's calendar

Thu 13

Fri 14

9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p

Team meeting · Review · Hayes R. · Meet

Client · Novak · Client · Rahman

## What Volty does with Google Meet

Google Meet is how many advisers meet clients who cannot come in. Volty connects to Google Meet with one Google sign-in. It can create a meeting link for an appointment, read past meetings and who joined them, and read a meeting's transcript when one was made, so an adviser can ask what was agreed without rewatching the call.

- A link for each booking · Volty creates the Meet link and sends it with the time.
- Booked in your calendar · With Google Calendar connected, the event carries the link.
- What was agreed · Staff ask Volty about a call, answered from its transcript.
- Who joined · Volty reads past meetings and their participants.

Connects with

One Google sign-in

Volty reads

Meetings, participants and transcripts

Volty can change

Creates meeting links, when turned on

Setup

A few minutes

Category

Calendar & booking

What was agreed on the call, a question away.

### What was agreed

An adviser asks Volty about Tuesday's call before writing to the client.

Advisers

Volty · Team chat

A

Adrian

What did we agree with Dana Ruiz on Tuesday's call?

Read the meeting transcript · Tue 11 Nov · Ruiz family review · 42 min

VoltyAPP

Three things: move $20,000 from cash into the bond fund, review her 401(k) contributions in January, and you'd send the insurance comparison by Friday.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Video review booking

- When · A client asks · To meet on video
- Step 1 · Volty checks the time · In the adviser's calendar
- Step 2 · Creates the link · A new Meet space
- Step 3 · Sends it · With the time and adviser

The link arrived on WhatsApp with the time.

## How Volty connects to Google Meet

An admin signs in to Google from the Sources page and picks the tools Volty may use. Connect Google Calendar as well to book the events.

- 01 · Sign in with Google · One sign-in from the Sources page.
- 02 · Turn on the reads · Past meetings, participants and transcripts.
- 03 · Allow creating links · When you want Volty to set up meetings.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Read meeting details · Reads
- List past meetings · Reads
- Read participants · Reads
- Read transcripts · Reads
- Create a meeting link · Changes

Reading tools can be turned on straight away. Anything that changes Google Meet starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Does Volty need Google Calendar as well?

To book the appointment, yes. Google Meet creates the link, and Google Calendar holds the event. Both connect with a Google sign-in from the Sources page.

### Can Volty change records in Google Meet?

Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

### How much does it cost to connect Google Meet with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- Google Calendar Calendar & booking
- Zoom Calendar & booking
- Calendly Calendar & booking
- Gmail Email
- Google Drive Files & storage

All integrations

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## Links

- [Calendar & booking](https://voltade.com/integrations?category=calendar)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [ZoomCalendar & booking](https://voltade.com/integrations/zoom)
- [CalendlyCalendar & booking](https://voltade.com/integrations/calendly)
- [GmailEmail](https://voltade.com/integrations/gmail)
- [Google DriveFiles & storage](https://voltade.com/integrations/google-drive)
- [All integrations](https://voltade.com/integrations)
