What you can ask
- "What did we decide about pricing?"
- "My last meeting with Marcus"
- "Add 'Q3 hiring plan' to Thursday's leadership meeting"
Before you start
You need an Archer account. Sign in with the Google or Microsoft work account your organisation uses with Archer.
Connect
Claude
- Open Settings › Connectors in Claude.
- Find ArcherAI in the directory and choose Connect. Until ArcherAI is listed there, choose Add custom connector and enter
https://api.archer.alto-foundry.com.au/mcp. - Sign in with your Google or Microsoft work account.
ChatGPT
- Open Settings › Apps in ChatGPT.
- Find Archer and choose Connect.
- Sign in with your Google or Microsoft work account.
To keep the assistant from making changes, turn off Archer's add and update tools in the app's connector settings. In Claude, the connector is called ArcherAI.
Once connected, just ask. To make sure the assistant checks Archer, you can start with "Ask ArcherAI…" in Claude or "Ask Archer…" in ChatGPT.
What Archer can do for you
Find and read (always available)
| Tool | What it does |
|---|---|
| About this connection | Shows who you're connected as and what the connection may do |
| Search meetings | Finds meetings you're part of, by title, by what was discussed, by date, or by who was there |
| Read a meeting | Shows its time, attendees, agenda, live notes, reviewed note, decisions and pre-work |
| Read a meeting transcript | Shows a recorded meeting word for word, with speakers. Only if your organisation allows it |
| Search the decision log | Finds decisions by words or meaning, including superseded and reversed ones, each marked as such |
| Read a decision | Shows what was decided, why, the alternatives, who decided, and what it replaced |
| My pre-work | Lists what you've been asked to do before upcoming meetings |
| Standing meetings | Shows your recurring meetings and whether the next ones are on, async or cancelled |
| About the organisation | Describes your organisation in its members' words |
| What's still open | Lists open actions and questions from your recent meetings |
| Carried forward for a meeting | Shows what Archer would bring into a meeting you're planning |
| History with an organisation or person | Shows your meetings, open items and decisions with them |
| Where a topic stands | Shows the meetings, decisions, open items and owners for a subject |
Add and update (unless your organisation allows reading only)
| Tool | What it does |
|---|---|
| Add an agenda item | Adds an item to the end of a meeting's agenda |
| Add to live notes | Adds a paragraph to a meeting's live notes, labelled as added by the assistant |
| Create a meeting | Creates a meeting you own, with a time and agenda if you give them |
| Propose a decision | Drafts a decision. It does nothing until someone confirms it in Archer |
| Mark pre-work done | Marks one of your own pre-work tasks done, with a note if you add one |
| Mark my action done | Marks one of your own actions done |
Limits
- The assistant sees only what you can see in Archer.
- Notes are shared once they're reviewed. A draft is shared only when you ask for it, and it is marked as unreviewed.
- The assistant can't delete anything, change other people's actions or pre-work, or confirm decisions.
- Your organisation may limit Archer to reading only, or turn off AI apps.
For organisation admins
Ask Alto Foundry to set your organisation's policy:
- Read and write (the default)
- Read only
- Off
Meeting transcripts are a separate setting and are off unless you ask for them.
See what's been done and disconnect
In Archer, open Settings › Connected AI. There you can see each connected app and the recent requests it made. You can disconnect an app there, or in the AI app's own connector settings.
Privacy and help
- Privacy policy: Connecting AI apps to Archer
- Help: support@alto-foundry.com.au