Skip to main content
The Meetings tool collects every project meeting with its transcript, AI-generated summary, and extracted action items. Meeting transcripts are pulled in automatically from Fireflies after each recorded meeting.

​
Open Meetings

  1. Select the project.
  2. Open Meetings from the sidebar.
  3. The list shows every meeting with date, attendees, and topic.

​
Meeting Detail

Each meeting record includes:
  • Transcript — full searchable transcript.
  • AI Summary — high-level summary of what was discussed.
  • Decisions — explicit decisions made in the meeting.
  • Action Items — extracted tasks with assignee and due date.
  • Risks and Blockers — items flagged for attention.
  • Attendees — who joined.

​
Meeting Prep

Before a scheduled meeting, the platform generates a Meeting Prep document:
  • Open items from the previous meeting.
  • Outstanding action items assigned to attendees.
  • Recent project changes and risks.
  • Suggested agenda topics.
Open the prep document from the upcoming meeting or the project home page.

​
Action Items

Action items extracted from a meeting can be:
  • Reviewed and accepted, which creates a tracked task.
  • Edited if the assignee or due date is wrong.
  • Dismissed if the AI mis-extracted.
Accepted action items appear in the Schedule and on assignee dashboards.

​
Search Across Meetings

Use the global search to find specific topics, decisions, or quotes across every meeting on the project.