Inbox
Meetings
The Meetings channel turns your calendar into a working queue inside the Inbox. Instead of jumping between calendar, transcripts, and account records, you can review each meeting with participant context, transcript enrichment, and follow-up tasks in one place.
What Appears in Meetings
Meetings are built from calendar events first. If graph8 finds a linked transcript, the meeting is enriched with summary data, topics, action items, and account context.
Each meeting can be classified as:
- Customer — at least one external attendee matches an active account
- Prospect — external attendees are present but not mapped to an active customer account
- Internal — no external attendees are detected
- Unknown — the meeting could not be classified confidently
Views
Use the left sidebar to move between saved meeting views:
| View | What It Shows |
|---|---|
| External | External-facing meetings across customers and prospects |
| Customers | Meetings classified as customer calls |
| Prospects | Meetings classified as prospect calls |
| Internal | Internal-only meetings |
| With Transcript | Meetings with a linked transcript |
| Missing Transcript | Meetings that still need a transcript link or review |
At the top of the list, switch between these scope tabs:
| Tab | What It Does |
|---|---|
| My Meetings | Meetings owned by your calendar context |
| All Meetings | Meetings visible across the configured team scope |
| My Upcoming | Your future meetings, sorted soonest first |
| All Upcoming | Upcoming meetings across the visible team scope |
Filters and Sorting
Use the filter menu to narrow the list quickly:
| Filter | Options |
|---|---|
| Timeframe | Upcoming, Past |
| Transcript status | All meetings, With transcript, Missing transcript |
| Audience | All audiences, Customers, Prospects, Internal |
| Internal mode | Include internal meetings or focus on external-facing meetings |
| Search | Match meeting title, attendees, transcript summary, or transcript text |
| Sort order | Newest first or oldest first |
The default view shows Past meetings. Switch to Upcoming to see scheduled meetings.
Meeting Detail View
Open any meeting to see the full context panel.
Header
The header shows:
- Meeting title
- Start and end time
- Audience badge
- Transcript status badge
- Organizer and linked participant chips
- Open Meeting link when the join URL is available
Executive Summary
When a transcript is linked, graph8 can show:
- A concise meeting summary
- Key Topics
- Campaign Mentions
If the transcript is linked but structured extraction is still limited, the meeting still shows transcript status and raw transcript context where available.
Tasks
graph8 surfaces follow-up work in two ways:
- Meeting tasks — tracked tasks already created from transcript action items
- Action items — extracted next steps that still need review or ownership
Each task can show:
- Current assignee
- Linked company or record
- Whether the task still needs assignee review
Meeting Context
The context section can include:
- Linked account
- Organizer details
- Transcript source and link state
Participants
Participant rows can resolve to:
- Internal team members
- External contacts
- Linked accounts
When possible, graph8 shows participant titles, company linkage, and RSVP status.
Transcript
If transcript text was imported, the full transcript body appears in the detail panel. If only a summary is available, the panel explains that the transcript is linked but raw text was not imported.
Transcript Management
Meetings support both automatic and manual transcript linking.
| Action | What It Does |
|---|---|
| Find Transcript | Opens likely transcript candidates near the meeting time |
| Link Transcript | Manually attach the best candidate |
| Mark No Transcript | Mark the meeting as not expecting a transcript |
| Resume Transcript Search | Clear the no-transcript state and look again |
| Remove Manual Link | Remove a manually attached transcript |
When you review transcript candidates, graph8 shows:
- Match confidence
- Match method
- Time delta from meeting start
- Title overlap
- Attendee overlap
- Domain overlap
Best Practices
- Review Upcoming meetings before the day starts so you have account context ready.
- Check Missing Transcript regularly to keep meeting history complete.
- Split customer and prospect reviews into separate workflows because follow-up work is usually different.
- Use the Meetings channel as the handoff point between conversation review and account follow-up.
Troubleshooting
Issue: No meetings appear in the Meetings channel.
Solution: Confirm your calendar is connected and that the meeting falls within the current scope and filters.
Issue: A meeting is showing as internal when it should be external.
Solution: Check the attendee emails and your configured internal domains in Settings -> Docs -> Meetings.
Issue: A transcript is missing.
Solution: Open the meeting, click Find Transcript, and review candidate matches. If no transcript should exist, mark it as No Transcript.
Next Steps
Appointments
Connect Your Calendar
Docs Settings