Bloks Video Guides

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Getting Started

Getting set up with Bloks only takes a few minutes.
These short videos walk you through each step so you can start capturing conversations and generating insights right away.

Installing Bloks for Windows

Install Bloks on Windows in minutes—download the app, sign in with Google or Microsoft, approve permissions.

Connect your calendar, contacts, and email to power rich pre-meeting briefs and get fully prepared for every conversation.

Installing Bloks for Mac

Install Bloks on Mac in minutes—download the app, sign in with Google or Microsoft, approve permissions.

Connect your calendar, contacts, and email to power rich pre-meeting briefs and get fully prepared for every conversation.

Conversation Capture on Mac and Windows

See how Bloks automatically captures desktop meetings, detects calls, and generates summaries directly to your calendar view.

Learn how AutoPilot works, how recordings are tagged to events or saved ad hoc.

Conversation Capture on Mobile

Learn how to create and manage teams in Bloks—from inviting members and setting admin controls to tracking billing and permissions.

See how teams collaborate through shared templates and profiles, keeping everyone aligned with the latest client information.

Team features and insights

Once your setup, there are few more features to be aware of to get the most from Bloks, you can find those here.

Creating your Team

Learn how to create and manage teams in Bloks—from inviting members and setting admin controls to tracking billing and permissions.

See how teams collaborate through shared templates and profiles, keeping everyone aligned with the latest client information.
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Calendar Sharing

See how Calendar Sharing in Bloks lets teammates view each other’s schedules, pre-meeting briefs, and call summaries for better collaboration.

Learn how to control visibility with privacy settings so only the right meetings and notes are shared.

Summary Templates

Customize your meeting notes in Bloks with powerful Summary Templates; refine defaults, create new formats with AI, and tailor every recap to the conversation.

Learn how to reorder topics, add instructions, share templates with your team, and auto-apply the right structure to every meeting.

Bloks People and Company Data Extraction Templates

Discover how Company and People Templates in Bloks power automatic data extraction and dynamic pre-meeting briefs.

Customize fields, map data to your CRM like Equisoft, and keep every client profile structured, synced, and up to date - automatically.
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Self-organization and tagging

Bloks automatically tags and connects every conversation to the right people and companies, building a complete, continuously updated relationship history.

You can also add tags or people manually, ensuring every interaction stays organized and instantly accessible.

Integrations

Extend the power of Bloks by connecting it to your CRM and key systems. Automate exports, streamline workflows, and eliminate manual data entry.

Integrating with Equisoft

Learn how to connect Bloks to Equisoft and export meeting summaries directly from Bloks with one click.

See how exported notes appear inside Equisoft contacts and track which meetings have already been pushed.