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
Enabling Meetings
You can enable or disable Meetings at any time from your Room or Template settings.
Click Settings in the top-right corner of your Deal Room.
Navigate to Functionality.
Toggle Meetings on.
Once enabled, the Meetings tab appears in the top menu of your Deal Room.
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, recordings, transcripts (if available), and participants. 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.
Click Analyze with AI to automatically create a summary and next steps.
You can refine or regenerate content 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 Add meeting.
Enter a meeting name and date.
Click Add meeting to save it.
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.
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.
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.
Transcript
Click Show transcript to view and search the full conversation.
Use the transcript search to quickly locate important points or decisions.
Using AI in Meetings
Meetings support the same AI modal experience found across GetAccept — giving you precise control over what sections to generate or refine.
When viewing a meeting:
Click the Edit with AI icon (✦) at the top of the meeting content area.
Choose whether to apply AI to:
The entire meeting content
A specific section (e.g., only “Next Steps” or “Summary”)
Select or write a prompt. You can choose from:
Saved personal prompts
Shared prompts created by admins in AI Settings
Review the generated content and make any final edits.
This section-based approach allows you to:
Generate or refine only what you need
Maintain consistent formatting across meetings
Leverage entity-wide best-practice prompts for summaries, action items, or tone
Sharing Meetings
Once your meeting details are complete:
Click Share meeting in the top-right corner.
Participants will receive updates via:
In-room notifications
Summary email updates
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:
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, and Glyphic.
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.