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How Meeting Types Can Transform Your Note-Taking Experience

Now you can select a specific meeting type to receive a more tailored summary, see next steps, and create a follow up email.

Different Meeting Types

How to Select the Best Meeting Type 

  1. Once a meeting is complete, navigate to the “Meeting Assistant” tab. Select the "Past Meetings" tab, then click “View” next to the meeting to update.

    Screenshot 2026-01-31 at 09.06.52
  2. Next to Meeting Type located at the top, select the drop-down menu and choose which type of meeting is the best fit based on the description in the table above.

    Screenshot 2026-01-31 at 09.07.36
  3. The reprocessing time will take approximately 3-7 minutes to load.
  4. The user can choose to reprocess the Meeting Type as many times as needed.

Set a Default Meeting Type 

  1. Starting from the home page, select the “Meeting Assistant” tab to the left.
  2. Select the gear icon located in the top right.

    Screenshot 2026-01-31 at 09.10.45
  3. Underneath the “Default Meeting Type”, select the dropdown and choose which Meeting Type the user wants to start every meeting with.

    Screenshot 2026-01-31 at 09.11.50
  4. Select the purple “Save Preferences” button below.
  5. Click anywhere outside of the Meeting Preferences box to return to normal use.