Skip to main content
Pricing
Sign InBook a Demo

Meetings

UI: Meetings
Module: Management
Linked to: Meetings Policy

What it's for

Project meetings hub: list/calendar, detail, transcripts, minutes, action items, Recall bots according to policy.

Relevance

Official channel for meeting intelligence. Without policy + calendar integrations, bots/transcripts will not run.

Usage example

The PM opens Meetings, selects the weekly, reviews the transcript, applies action items for Management tasks, and exports minutes — with Auto-apply off in the policy.

Who can use it

Users Management / Meetings with permission; capture depends on Integrations and policy.

Screen anatomy

  • Meetings Ribbon (list/detail actions).
  • Meetings list / hub.
  • Detail: tabs (general, transcript, minutes, actions, participants… according to UI).
  • Links to policy and capture email.

Options and fields

Configuration dependencies

Control (Policy)Impact on hub
Transcription enabledCapture/upload transcripts
Recording allowedRecordings
Auto-apply enabledApply suggestions without review
Recall recording modeManual / Automatic / Capture email
Project capture emailAlias mi-…@meet…
Action items destinationTasks / Topics / Both
AI instructions / Minutes templateAI Minutes

See full inventory in Meetings Policy.

Hub (typical actions)

ControlFunction
List / Search / FiltersFind meetings
Open meetingDetail
Schedule / Add (if available)Create/schedule
Transcript view / uploadMeeting text
Minutes draft / edit / applyMinutes
Action itemsCreate tasks/topics
Participants / consentWho attended / consent
RefreshRefresh calendar sync
ExportExport minutes/report if existing

Exact labels: design.json meetingIntelligence.* + meetings.config.tsx + management.json.

How to use

  1. Configure Meetings Policy and calendar in Integrations.
  2. ManagementMeetings.
  3. Open the meeting → review transcript/minutes → apply action items with human review if Auto-apply off.

Meetings

Tips / common errors

  • Without capture email / Graph → meetings will not appear in Capture email mode.
  • Auto-apply off is the safe path.

Was this article helpful?

Back to Management