Keeping track of meeting outcomes and next steps is essential for driving deals forward. With the Meetings feature, you can document and share meeting notes, attendees, recordings, and action items—all directly inside the Deal Room. This ensures everyone stays aligned and contributes to our “one centralized place for a deal” vision.
Why use the Meetings feature?
Storing meetings in the Deal Room benefits both buyers and sellers:
Keeps your deal context and communication in one place
Makes it easy to follow up and assign ownership
Powers upcoming AI features like AI Room Insights and AI-generated content
Enables a more professional and accountable buying experience
Availability
Included in all plans
Integrations (e.g., Gong) coming soon
Enable or disable from Room or Template settings at any time
How to Create a Meeting
Once enabled, you’ll see a Meetings tab in the top menu of your Deal Room.
Click Add meeting
Enter a Meeting title and select the date the meeting occurred
Click Add meeting to create it in the room
Add Meeting Content
After creating a meeting, you can add the following:
Meeting Summary
Use the editor to type or paste a summary of what was discussed.
You can also click "Add with our AI" to generate a summary from your transcript.
Next Steps
Capture key follow-up actions and who owns them. You can rename this section if needed.
Add a Meeting Recording
Upload a video file or embed a video via URL.
Supported formats: MP4, MOV, AVI (max size: 500 MB)
Add Meeting Attendees
Select participants already in the room or use Add via email for people not yet invited.
Note: Attendees won’t be notified until they are added as room participants.
Use the AI Summarizer (Optional)
If you have a transcript, you can generate meeting notes automatically:
Click Add with our AI
Paste the transcript and provide any formatting preferences
Click Analyze
Edit the generated content directly before sharing
Share the Meeting
Once your summary and tasks are ready:
Click Share meeting in the top-right corner
Room participants will be notified via:
In-room notifications
Summary email updates
Shared meetings are always visible in the Meetings tab
View Past Meetings
All added meetings are listed in the Meetings overview:
Displayed in chronological order
Includes meeting titles, summaries, and participant info
Buyers see a “Book a meeting” button for scheduling follow-ups (uses room owner’s booking link or team links if collaborators are present)
Tips for Success
Make meeting notes a habit to keep your deal momentum clear and traceable
Use the AI helper to save time and get structured summaries
Always add attendees to document internal alignment (even if you’re not ready to invite them yet)