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Product screenshot showing meeting history, notetaker status, and manual meeting capture. The meeting detail page is the source of truth for a completed meeting record.

What you can review

  • Video or recording playback when media is available.
  • Transcript entries with speaker and timestamp context.
  • Summary, action items, and generated analysis.
  • Clips created from the transcript or video.
  • Related deals, contacts, drafts, reporting occurrences, or automation actions when available.
  • Meeting chat that answers questions using the meeting transcript.

What to check first

  • Meeting source: bot, desktop recording, external upload, manual note, or another integration.
  • Processing status, especially for desktop recordings.
  • Whether the transcript exists before expecting summaries or AI answers.
  • Visibility and privacy state before sharing.

Common issues

  • A transcript exists but downstream insights are still pending.
  • The recording exists but the meeting is private or not shared.
  • The meeting has multiple capture sources and the expected output is attached to a different record.
Last modified on June 8, 2026