Find meeting notes and summaries

After a call, the meeting assistant writes a summary and keeps the full transcript, so you can find what was said later.

Steps

1. Open Meetings in the top menu. Meetings are listed newest first.
2. Search for a word or phrase. Search covers meeting titles, summaries and transcripts.
3. Filter by client to see one client's meetings. A client's page and a site's meeting panel also list them.
4. Open a meeting to see:
   • The summary: an overview, decisions and next steps.
   • The transcript, with who said what.
   • Everything the assistant did or asked, such as designs it started.
   • The meeting time used.

Good to know

• Meeting notes belong to your workspace, so they stay even if you later delete the site they were about.
• Designs made during a new-client call are pinned to a board for that client, ready to share. See Share designs on a board.
• Screen sharing in the call is not recorded. Share links in the meeting chat, or drop images into the meeting panel, if you want the assistant to use them.