Meetings

Meetings is where customer interviews, sales calls, and internal sessions get recorded, transcribed, summarized, and turned into action items — the qualitative half of Discover that complements the numbers in Analytics. The page lives at /<workspace>/meetings and has three tabs.

📷 Screenshot: Meetings table with filter bar and bulk-action toolbar.

Meetings tab

The default view: a table of every meeting in the workspace, newest first.

The filter bar above the table covers status, tags, participants, and a date range; filter state is mirrored in the URL so a filtered view is shareable. The row count to the right reflects the current filter.

Two buttons at the top right:

• New Meeting (🎥) — creates a meeting and drops you into the detail view in live-recording mode.
• Upload Transcript (⬆) — imports an existing transcript file. Useful for meetings that happened outside AI Expedite or were captured by another tool.

Selecting one or more rows reveals the bulk toolbar: Delete, Download (single meeting → .txt, multiple → zipped .txt files), and Add to Chat (pins the selected transcripts as chat context for a follow-up question).

Recording a meeting

Live transcription runs in your browser and captures system audio — meaning it can hear Zoom, Google Meet, Teams, etc. coming through your speakers. Chrome or Edge is required for system-audio capture; other browsers can still record your microphone but won't pick up the other side of the call. The page warns you on first load if you're in a non-supported browser.

When you click New Meeting, you'll land on the meeting detail view (/<workspace>/meeting/<id>):

• The transcript streams in live, with automatic speaker diarization.
• A live analyzer runs in the background and updates the agenda and action items as the meeting progresses, so by the time you click Finish the summary is mostly already written.
• You can rename speakers (the auto-detected Speaker 1 / Speaker 2) at any point — past mentions update retroactively. Merging two detected speakers that turned out to be the same person is one click.
• An agenda panel lets you pre-populate or edit topics during the call; the analyzer uses them to bucket transcript segments.

Action items and summary

Two surfaces fed by the analyzer:

• Action items — extracted commitments, questions, and follow-ups, each typed (decision, task, question, blocker, …) and assigned to a participant where possible. Edit, reassign, or delete inline.
• Summary — an editable Tiptap document AI-drafted from the transcript. Sectioned (context, key points, decisions, next steps) and ready to share. One click promotes it to a workspace Document of type Meeting — at which point the rest of the platform can use it as agent context, attach it to a Roadmap item, or cite it in a launch announcement.

Once you click Finish, the meeting moves to Completed status, the final analyzer runs, and the meeting becomes read-only (the transcript and notes are still editable; the recording state is locked).

Calendar tab

A calendar view of meetings — past and upcoming — pulled from your connected Google Calendar (set up under Account → Settings → Integrations). Click any event to either open the existing meeting record or start a new one bound to that calendar event so attendees, time, and title pre-populate.

Contacts tab

The people who've shown up across your meetings, deduplicated by email and inferred from transcripts and calendar invites. Each contact's row shows the meetings they participated in, so you can pull up everything a specific customer has said in one view — useful when a roadmap item is for a named account.

How meetings feed Discover

• Action items can be sent to Roadmap as new feature suggestions, with the originating meeting and its summary attached as context.
• Summaries become workspace documents that agents read when scoping a feature or drafting customer-facing copy.
• Pin a meeting (or a contact's history) to chat when you want the AI to reason about what was actually said before recommending what to build.