Meetings

Connect your calendar and Connie sends a notetaker (called “Connie Notetaker” by default) to your video meetings. After each meeting you get the recording, a transcript, a summary, insights such as talk ratio and key moments, and a list of suggested action items, such as a follow-up email or a new deal. You review them and approve the ones you want, and Connie carries them out. Where: left sidebar → Inbox → Meetings · https://connie.ai/<workspace-id>/inbox?filter=meetings Settings: Settings → Calls · https://connie.ai/<workspace-id>/settings?tab=calls (see Workspace settings for how to open Settings)

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Connect your calendar

Connecting a calendar lets the notetaker join meetings on it automatically. Only workspace owners and admins can finish this setup. If you’re asked a question while connecting:

• “already connected” — you already connected this calendar account for workflows. Click Continue to use it for meetings too, or Connect a different account.
• “Where should this calendar record?” — this calendar already records into another workspace. Only one workspace can record a given calendar. Choose Keep in the other workspace, or Record here.

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Manage a connected calendar

In Settings → Calls, click Action next to a calendar account: A calendar recorded by this workspace shows Recording owner. One recorded somewhere else shows “Recording in” plus the other workspace, with Record here instead (admins only).

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Zoom

Under Zoom connections, click Connect to connect your Zoom account. This lets you start instant Zoom meetings with the notetaker from Add meeting.

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Choose what gets recorded

Go to Settings → Calls. Only owners and admins can change these settings; everyone else sees “You have read-only access. Only workspace admins can change settings.”

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Skip one meeting

Put [no_record] (or [no-record] / [norecord], any capitals) anywhere in the meeting’s title in your calendar. The notetaker won’t join, whatever your other settings are.

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How the notetaker joins

The notetaker joins a meeting from your calendar automatically when all of these are true:

1. The calendar is connected in Settings → Calls, Auto-record is on, and the meeting is on a ticked calendar.
2. This workspace is the calendar’s Recording owner.
3. The meeting has a Google Meet, Zoom or Microsoft Teams link.
4. The meeting is within the next 28 days.
5. What to record allows it.
6. The title doesn’t contain [no_record].
7. The meeting isn’t cancelled.

A meeting your rules skip shows Excluded. The notetaker joins at the start time. If your meeting has a waiting room or lobby, someone must let it in. When you move, cancel or change the link of a meeting in your calendar, Connie updates the notetaker automatically. If a change doesn’t come through, use Action → Resync.

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Record a meeting yourself

In Inbox → Meetings, click the Add meeting icon at the top of the list. Meetings you add yourself are always recorded, even with Record external meetings only turned on.

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Find a meeting

Inbox → Meetings has three pills at the top of the list:

• Recent: finished meetings, newest first (including ones that were missed or failed).
• Upcoming: booked, joining, waiting to be let in, or live, soonest first. A meeting drops off this list 15 minutes after its start time if the notetaker hasn’t joined.
• Actions: meetings with action items you haven’t dealt with yet.

Cancelled meetings don’t appear in either Recent or Upcoming.

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Meeting statuses

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Review a meeting

Click a meeting in Inbox → Meetings. Use Expand to full width for more room, and Share to copy a link to the meeting.

• Summary: what was discussed, Participants (the people who actually joined) and Key topics. If you’ve set up post-call instructions, the Connie follow-up card appears here too.
• Transcript: the recording player (speed 0.5× to 2×) and a transcript labelled by speaker. Click a line to jump to that moment. Copy transcript copies it with timestamps. In full width you can add comments pinned to a point in the recording.
• Intelligence: overall sentiment, filler words, questions asked, longest monologue, average response pause, competitors mentioned, a sentiment timeline, talk ratio, and up to 10 Key moments (such as Decision, Blocker, Pricing, Next steps or Objection). These are AI estimates.
• Meeting chat: shown when people used the meeting’s chat.
• Actions: the suggested action items, with a count.

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Approve action items

After a meeting is processed, Connie reads the transcript, checks your Records, and suggests next steps. It first adds every outside attendee to People, so updates go to the right person instead of creating duplicates. You get a notification: “Action items ready”. Connie can suggest:

• Send email
• Create person / Update person
• Create company / Update company
• Create deal / Update deal
• Create task / Update task

• Mark as complete (the checkbox) marks an item done without running it.
• The trash icon (Delete action) declines an item. Click Undo to bring it back.
• If one item depends on another that hasn’t been created yet, Connie asks “Approve before its dependency?”. Approve the other item first, or click Approve anyway.
• Once an action has run, it shows “View only — this action has already run”.

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Recap email

When Send recap email is on, Connie emails a recap once the meeting’s action items and key moments are ready.

• Subject: “Recap —” followed by the meeting title.
• Sent from: Connie’s own email address, not your mailbox.
• Contents: the summary, up to 5 key moments and up to 8 action items. Workspace members also get links to the meeting’s key moments and action items. External attendees get the recap only, with no action items and no links.
• Who gets it: set Send to to Host (the default) or tick Attendees.

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Post-call instructions

Post-call instructions are your own standing orders that Connie carries out after every meeting you attended, for example “Update the deal stage and draft a thank-you email”. They’re personal: only you can see your instructions and what Connie did. After saving you’ll see “Version” and a number, with “Changes apply to calls that finish after you save.” The result appears on the meeting’s Summary tab as the Connie follow-up card, with a status (Running, Waiting for your approval, Completed, Partly completed, Failed, Stopped or Skipped) and Stop / Run again buttons. What a follow-up can and can’t do:

• It updates Records and writes drafts on its own.
• It sends at most one email per follow-up, to an attendee of the call. That email doesn’t use your credits.
• It never messages anyone on another channel or changes anything in another app.
• It skips any step that would cost credits, need your approval, need a connection or need a choice. The card tells you what was skipped.

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Good to know

• Who can do what:
  • Connect calendars and change Settings → Calls: workspace owners and admins.
  • Resync a calendar: admins, or the member who connected it.
  • Record a meeting with Add meeting, view meetings and approve action items: any member.
  • Post-call instructions: each member for themselves (not guests).
• Credits:
  • Processing a recorded meeting (transcript, summary, insights and action items) costs 1 credit per meeting, whatever its length. If processing fails, the credit is refunded. Clicking Reanalyze doesn’t charge again.
  • Approving a Send email action costs 1 credit. Approving person, company, deal and task actions is free.
  • Post-call instruction follow-ups don’t use your credits.
  • See Credits.
• Plans: meeting recording is available on every plan.
• Language: meetings are transcribed in English only. Summaries, insights, action items and recaps are in English too, and speech in other languages won’t transcribe correctly.
• Limits: meetings are booked up to 28 days ahead. The notetaker waits about 20 minutes in a waiting room before giving up. Recordings are kept for your Retention period (90 days to 3 years).
• Not available: a live transcript during the meeting, a Stop recording button, and exporting a meeting.
• Restricted Google Meet meetings: the notetaker joins signed in to a Google account, so it shows that account’s name instead of your Bot display name.

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Troubleshooting

More fixes: Inbox troubleshooting.

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Related

• Inbox — where meetings, calls and conversations live
• Calls and the dialer — make phone calls from Connie
• Workspace settings — every Settings tab
• Credits — what uses credits
• Notifications — “Action items ready” and other alerts