Install the Templi Adviser desktop app
Templi Adviser is the desktop app that records your client meetings, transcribes them as they happen and turns them into notes and a completed fact find. It runs on your computer, so it can record meetings on Teams, Zoom or Google Meet without a bot joining the call. Install it once, sign in, and it keeps itself up to date.
Where to find it
Sidebar: click your name at the bottom of the sidebar, then Desktop app.
URL:
https://app.templi.ai/desktop/download
New firms also see the download as the last step of setting up Templi, Download Templi Adviser, at https://app.templi.ai/onboarding/download-desktop. You can choose Skip for now there and download it later.
Before you start
Your firm needs an active Templi subscription. If there is no active subscription, the app shows a "No active subscription" message after you sign in and points you to your team page, where you can manage billing.
The download page has versions for macOS, Windows and Linux.
Download and install
In Templi, click your name at the bottom of the sidebar and choose Desktop app.
The page picks your computer's system. Click Download for macOS or Download for Windows, or choose another system from the list below the button. The download starts straight away.
Open the downloaded file and follow the installer. On Windows the installer adds a desktop shortcut and a Start Menu entry.
Sign in
Open Templi Adviser and click Sign In. Your browser opens so you can sign in with your usual Templi account, then hands you back to the app. You stay signed in until you sign out.
Allow the permissions it needs
On a Mac, the app asks for three permissions the first time it runs. It cannot detect or record meetings without them.
Accessibility, to detect when a meeting is running and who is speaking.
Microphone, to record your side of the conversation.
Screen & Audio Recording, to capture the other participants' audio.
Click Grant Permissions and approve each request as macOS shows it. If you dismiss one, use Open System Settings to switch it on under Privacy & Security, then Check Again. The app notices as soon as all three are on.
Connect your calendar
The app shows your upcoming meetings when a calendar is connected. Click Connect Calendar, choose Google Calendar or Outlook Calendar, and sign in. Meetings with a Teams, Zoom or Google Meet link are recognised, and attendees are matched to your clients by email address.
Scheduled meetings from your calendar are recorded automatically when they start. You can pause or resume from the recording indicator at any time.
In Templi on the web, your calendar connection and notetaker options live in Settings > Meetings, at https://app.templi.ai/settings/meetings.
What you get after a meeting
The transcript is available as the meeting runs. When it ends, Templi writes the meeting notes and fills in the fact find for the client, ready for you to review in the app or in Templi on the web. Meeting reminders, recording alerts and a "notes ready" notification can be switched on or off under Settings, Notifications.
On the web, the meeting appears under Meetings in the sidebar and on the client's Meetings tab in their client hub.
Updates
Templi Adviser updates itself in the background. When a new version is ready, a message in the app lets you restart to apply it.
Ask Templi
After a recorded meeting, ask in a chat, for example "Summarise my meeting with Sarah Winters this morning and list the actions on her pension consolidation" or "Update Sarah's fact find from today's meeting."