What are Deal Room Meetings?
Deal Room Meetings help you document and share meeting notes, attendees, recordings, and action items—all directly inside your Deal Room. This keeps everyone aligned and contributes to having one centralized place for all your deal information.
Why you'll love using Meetings
Storing meetings in your Deal Room makes your deal process smoother by:
Keeping all deal context and communication in one organized place
Making it easy to follow up on commitments and assign clear ownership
Creating a more professional and accountable buying experience for your customers
Getting started with Meetings
Enabling the feature
Meetings are included in all plans and can be enabled or disabled from your Room or Template settings at any time.
Click Settings up in the right corner and navigate to Functionality
Enable Meetings and the Meetings tab will show in the top menu of your Deal Room.
Creating your first meeting
Once enabled, you'll see a Meetings tab in the top menu of your Deal Room:
Click Add meeting
Enter a Meeting name
Select the date the meeting occurred
Click Add meeting to create it in the room
Adding valuable meeting content
After creating a meeting, you can add these important elements:
Meeting Summary
Use the editor to type or paste a summary of what was discussed. For a quicker option, click "Add with our AI" to generate a summary from your transcript.
Next Steps
Capture key follow-up actions and assign owners to each item. You can rename this section to fit your workflow if needed.
Meeting Recording
Upload a video file or embed a video via URL to provide full context.
Supported formats: MP4, MOV, AVI
Maximum file size: 500 MB
Meeting Attendees
Select participants already in the room or use Add via email for people not yet invited.
Attendees won't be notified until they are added as room participants.
Using the AI Helper for Meeting Notes
When documenting your meetings, you can save time by using our AI Helper to generate professional notes:
Click Add with our AI in the top-right corner of the meeting content area
In the "Add notes with our AI Helper" dialog box:
Paste your meeting notes or transcript into the text area
Provide specific guidance about the format and type of output you'd like
For example, you can request "Create a concise summary with bullet points and separate the action items by owner"
Click Analyze to process your input
Review the AI-generated content and make any necessary edits before sharing
You can always modify the output to ensure it accurately reflects the meeting before sharing with attendees
The AI Helper is especially useful for:
Converting long, unstructured transcripts into organized meeting summaries
Identifying and formatting action items from conversation text
Ensuring consistent meeting documentation across your team
Saving time while still maintaining full control over the final content
Sharing meetings with your team
Once your summary and tasks are ready:
Click Share meeting in the top-right corner
Room participants will receive notifications via:
In-room notifications
Summary email updates
All shared meetings remain visible in the Meetings tab
Viewing your meeting history
All added meetings are listed in the Meetings overview:
Displayed in chronological order for easy reference
Includes meeting titles, summaries, and participant information
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 meeting success
Make documenting 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 who was present (even if you're not ready to invite them to the room yet)
Be specific about next steps and owners to drive accountability