Meetings: Overview

Meetings: Overview

What you can do: Add Notes and Create Documents

Once everything is set up, the "Meetings" is the area where you will spend 99% of your time. It is where you create/add notes, manage and search your notes, and send/download documents.

Overview

In the top right corner, there is your user info: workspace name, user's initials, "Sign Out" and "Help (?)" buttons.

Note: Most users only have one workspace.



The "Grid" button next to user info is Quick Capture and Create Document feature. Quick capture allows you to quickly add a note and assign it to a contact without having to go through the contact selection process beforehand, and with Create Document you can easily access "Documents".



Getting Started in the "Meetings"

To start, you first need to select a Contact. You can do this by selecting "Meetings" from the bar on the left and typing in your Contact's name in the middle. These contacts are automatically pulled from your connected CRM or imported manually.


When you pick up the Contact, you get to the Actions Screen. These are your currently available actions. Click "Select" on the action you wish to pursue.


1. AI Writer

AI Writer is an edge-cutting technology that will help you create meeting summaries or agendas without the structure of templates. On the top right, you can see that the event has been auto-selected to be the last meeting scheduled with the Contact. But you can select another one from the dropdown.

On the left, you can input your shorthand notes, press the "Generate" button on the right, and select the tone and type of the document. The AI will provide you with a ready-to-go email in a few seconds.


2. Create and Review Agenda

The "Create and Review Agenda" card will take you to the full meeting. On the top right, you can see that the event has been auto-selected to be the next meeting scheduled with the Contact.

On the left are any notes you have entered or will enter in the future.

The document template will update automatically on the right as notes are added on the left. A default Agenda template will be pre-selected, and all notes you add (new or from the Library) will be automatically tagged as Agenda.


3. Create and Review Summary

The "Create and Review Summary" card will take you to your last meeting with the Contact selected. There you can add notes and send out a follow-up, similar to the Agenda screen.

A default summary template will be pre-selected, and all notes you add (new or from the Library) will be automatically tagged as Summary.


4. Add or Review Notes

The "Add or Review Notes" card will take you to the Quick Notes (which are not related to any events) and all events you have for this Contact. There you can add notes and send out documents without being tied to an event.




5. Search All Notes

The "Search All Notes" card will show you all the notes you have ever entered into this Contact's record. There you can filter and search notes.



6. Past Communications

In "Past Communications," you can find all documents that have been emailed or printed, or saved as PDFs.


Tips

1. You can transfer notes out of Quick Notes into events by selecting the transfer Action on the note
2. Quick Capture is not the same as Quick Notes.
3. With Quick Capture, you can enter a note first and then select where to save it
4. Quick Notes are under the Client's record, but not organized under particular meetings
5. The AI Writer machine learning model may not always provide appropriate or compliant results. It will continue to improve over time as we train it for your version of AI.

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