Meetings
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
Overview
The Meetings page shows your daily calendar view of sales meetings, sourced from your CRM. It provides AI-powered meeting prep and follow-up capabilities to help you prepare for upcoming calls and act on completed ones.
What You See
Daily Timeline
The main view is a vertical timeline organized by hour, showing all meetings for the selected day.
Hour grid — 24-hour timeline with hour labels on the left.
Current time indicator — A red dot marking the current time (visible when viewing today).
Auto-scroll — The view automatically scrolls to position the current time near the top.
Meeting Cards
Each meeting appears as a card on the timeline, sized proportionally to its duration. Cards show:
Company logo (or initials if no logo is available)
Company name — The primary account associated with the meeting
Meeting subject — The calendar event title
Attendees — Avatar icons for participants (up to 3 shown, with a "+N" badge for additional attendees)
Status badge — Color-coded by meeting state
Meeting Statuses
Upcoming
Blue
Meeting has not started yet
Complete
Green
Meeting occurred
No-show
Red
Meeting was a no-show
Cancelled
Gray
Meeting was cancelled
Date Navigation
Today button — Jump back to today's meetings.
Previous / Next arrows — Navigate one day forward or backward.
Date display — Shows the currently selected date in the center of the toolbar.
Meeting Prep
For upcoming meetings, the AI can generate a preparation brief.
How to Use
Find an upcoming meeting on the timeline.
Click the Prep button on the meeting card.
The AI generates a brief covering key context about the account, attendees, and recent activity.
A modal opens showing the preparation steps and final brief.
Once complete, the button changes to See Brief (green), and you can review it at any time.
Refreshing a Prep
If new information becomes available before the meeting, you can re-run the prep to get an updated brief.
Meeting Follow-Up
For completed or no-show meetings, the AI can generate follow-up actions.
How to Use
Find a completed meeting on the timeline.
Click the Follow Up button on the meeting card.
The AI generates recommended follow-up actions and notes.
A modal opens showing the execution steps and results.
Once complete, the button changes to See Follow-Up so you can review it later.
Data Sources
Meeting data comes from your connected CRM:
Salesforce — Calendar events with associated accounts and opportunities.
HubSpot — Meeting activities with linked companies and deals.
Gong — When Gong recordings are linked to calendar events, participant email data is enriched automatically.
Constraints
The Meetings page displays one day at a time. Use the navigation arrows to browse different days.
Meeting data depends on your CRM integration. Only events synced from your CRM appear.
A maximum of 10 preps and 10 follow-ups can be in progress simultaneously.
Prep and follow-up generation can be cancelled while in progress.
Meeting properties (subject, time, attendees) are read-only — edit them in your CRM.
FAQ
Q: Why don't I see any meetings? A: Meetings are sourced from your CRM. Ensure your Salesforce or HubSpot integration is connected and that calendar events are syncing.
Q: Can I prep for meetings on future days? A: Yes. Navigate to a future day using the arrows and click Prep on any upcoming meeting.
Q: What if a meeting has no associated company? A: The meeting card will display attendee initials instead of a company logo. The prep and follow-up features still work, though with less account context.
Q: How long does prep generation take? A: Typically a few minutes. The modal shows real-time progress as the AI gathers and synthesizes information.
Q: Can I view a previous prep or follow-up? A: Yes. Once generated, the button changes to "See Brief" or "See Follow-Up" — click it at any time to review the content.
Q: Does Gong call recording data appear here? A: Gong participant data is used to enrich attendee information. Full call recordings and transcripts are not directly accessible on this page.
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