What Are Deal Room Meetings
Deal Room Meetings let you document and share meeting notes, attendees, recordings, transcripts, and next steps, all within your Deal Room.
This ensures every discussion and decision is centralized, traceable, and easy for both sellers and buyers to follow.
Meetings help you:
Keep all deal-related communication and context in one place
Track follow-ups and assign clear ownership
Provide a professional and transparent experience for your buyers
Meetings are also an important part of the context which helps create smart content. You can use AI to create content such as business cases and executive summaries based on the conversations you've uploaded.
Meetings can also be used as part of the Deal Room creation process. This means that your discussions, transcripts and notes can be used to provide context before the room is even created, so that it more accurately reflects the situation.
Using Meetings to create a room
When you create a room, either from scratch or using a template, you can choose to add Meetings right away. This helps GetAccept identify your participants and your customer company, and provides background context for the deal which can be used by AI to create or update room content.
You can either paste a transcript manually, or import a meeting from a connected tool.
Enabling Meetings
You can enable or disable Meetings at any time from your Room settings.
Click Settings in the bottom-left corner of your Deal Room.
Navigate to Functionality.
Toggle Meetings on.
Once enabled, the Meetings tab appears in the left menu of your Deal Room.
Pro tip: Turn Meetings on in your Template settings. Every deal room created from this template will then have Meetings turned on by default. This can be adjusted later if needed.
Adding a Meeting
After enabling the feature, open the Meetings tab. You can add meetings in three different ways.
1. Add From Connected Tools
You can import meeting details directly from connected platforms:
Imported meetings include titles, transcripts and participants, plus recordings where the connected tool supports them. This ensures that sales conversations captured in your connected tools automatically stay visible inside the relevant Deal Room.
2. Add From Transcript
If you have a transcript from a call or video meeting, you can paste it directly into GetAccept to generate structured meeting notes and next steps with AI.
Click Add meeting from transcript.
Paste your meeting transcript.
Generate a summary and next steps either using GetAccept's default analysis, or by choosing one of your pre-created meeting prompts.
You can refine or regenerate content manually or using prompts, including meeting prompts set up in your AI Settings.
Personal prompts: available only to you.
Shared prompts: created by admins and available for all users across the entity.
Review and edit before saving.
3. Add Manually
You can also create a meeting from scratch if you want to log it manually.
Click the drop down arrow and select Create from scratch.
Enter a meeting name and date.
Click Add meeting to create it.
Add details such as the summary and next steps, meeting attendees and recordings. You can do this manually, or instruct GetAccept AI to make updates.
Meeting Layout and Content
Each meeting contains a set of structured sections for easier collaboration and visibility.
Meeting Summary
Summarize what was discussed during the meeting.
You can manually enter content or use AI to generate a structured summary based on the transcript.
You can view the original transcript by pressing the Show transcript button.
Use the transcript search to quickly locate important points or decisions.
You can also edit the summary manually, or by using the AI chat interface.
Next Steps
Add and assign clear follow-up actions.
You can rename this section (e.g., “Action Items” or “Follow-ups”) to match your workflow, or edit it manually or via AI. You can use @-mentions to tag participants or link to parts of the Deal Room such as files or tasks in the Mutual Action Plan.
Meeting Recording
Attach or embed a video recording to provide full meeting context.
Supported formats: MP4, MOV, AVI
Maximum file size: 500 MB
Meeting Attendees
Add internal or external participants.
Attendees are not notified until they are added as participants in the room.
Sharing Meetings
When you first add a meeting, it will remain hidden from participants until you share it.
Draft meetings can be viewed and edited by your collaborators, but not by your buyers. GetAccept's AI smart content uses both draft and shared meetings to understand the context of your deal.
When you make a meeting available, external participants will be able to view the details, including notes, transcripts and video recordings, but won't be able to edit them. Press the Show to participants button to make the meeting visible to external participants.
All shared meetings remain visible in the Meetings tab for future reference.
Viewing Meeting History
In the Meetings overview, all meetings are listed in chronological order and include:
Visibility status
Meeting title and date
Summary and next steps
Recording and transcript (if added)
Attendee information
Buyers can also use the Book a meeting button for scheduling follow-ups, using the room owner’s or team booking link.
Tips for Effective Use
Add meetings after every important call to maintain a clear deal timeline.
Use meeting prompts to standardize AI output across the team.
Always assign owners to next steps for better accountability.
Keep transcripts attached for context and searchability.
FAQ
Q: Can I use AI on only part of a meeting?
A: Yes. You can apply AI to the entire meeting or specific sections (like “Next Steps” or “Summary”).
Q: Are meeting prompts available to everyone?
A: Admins can create shared prompts that appear for all users in the entity. Individual users can also save personal prompts for their own use.
Q: Which integrations are supported for importing meetings?
A: Gong, Salesloft, Airspeed (formerly Glyphic), Garba, Zoom, Microsoft Teams, Google Meet, Fathom, Trale.
Q: Do I need to use AI-generated notes?
A: No. You can always write or edit summaries manually.
Summary
Meetings in Deal Rooms make it easy to centralize all meeting-related information, including transcripts, summaries, recordings, and next steps. You can import meetings from connected tools, analyze transcripts with AI (using shared or personal prompts), or log them manually. With searchable transcripts, structured sections, and section-based AI generation, your team can document meetings more efficiently and maintain consistent, professional follow-ups.