Bloks Video Guides
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.
Prefer it in writing? The Bloks FAQ answers the same questions in one page.
Installing Bloks on Windows
Install Bloks on Windows in minutes—download the installer, sign in with Microsoft, and accept the permissions.
Then choose your summary language and theme, and turn on email sync so your calendar and inbox are ready in Bloks.
Installing Bloks on Mac
Install Bloks on Mac in minutes—download the app, drag it into Applications, and sign in with Google or Microsoft.
Grant microphone and system audio access, choose your summary language and theme, and turn on email sync.
Conversation Capture on Mac and Windows
See how Bloks Companion takes notes when you join a Teams/Zoom/Meet call from your computer, then saves the recording.
Learn where the summary appears and how to assign a recording to the right meeting.
Conversation Capture on Mobile
Discover the ways to get notes on mobile with Bloks: in-person meetings, online meetings, and phone calls on iPhone and Android.
See how recordings link to the right meeting, and how call audio shared to Bloks lands on today's calendar.
Enabling Client Consent Emails
Learn how Bloks emails clients a disclosure before each meeting and collects their consent with one click.
See who has agreed right on the meeting page, and what to do when a client hasn't replied yet.
Team features and insights.
Once you’re set up, explore additional features designed to help you get the most out of Bloks. You’ll find guides here to unlock deeper insights and stronger team collaboration.
Creating your Team
Learn how to create a team in Bloks—from naming it and inviting people to choosing Full or Assistant licenses.
Then set the team language, Autopilot behavior, disclosure and consent, and the templates everyone shares.
Calendar Sharing
See how Calendar Sharing in Bloks lets you share your calendar with teammates and view theirs alongside yours.
Learn how to choose which teammates see your calendar, and how to edit or remove a share at any time.
Coaching
Coaching scores every recorded client meeting out of 100 and shows what went well and what to work on.
Explore the five dimensions behind your score, each with a next step, and track your criteria over your last five meetings.
Follow-ups
After every meeting, Bloks suggests follow-ups for you. See how to review each suggestion, then accept or delete it.
Then set a due date and an owner, and find every follow-up on the Follow-ups page, the client profile and your calendar.
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 once, then export any meeting summary to the right contact in a few clicks.
See where exported notes appear in Equisoft, and how the Equisoft icon marks meetings you've already sent.