# Meetings

> Review scheduled meetings in the Inbox — filter customer, prospect, and internal calls, manage transcript links, and work from AI-generated meeting context.

Source: https://docs.graph8.com/engage/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.

> **Tip:**
> Use **My Upcoming** for prep and **Missing Transcript** for cleanup. Those two views give most teams the fastest daily workflow.

## 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

**Inbox**

    [Manage all conversation channels](https://docs.graph8.com/engage/inbox/)

**Appointments**

    [Understand booking and CRM sync](https://docs.graph8.com/engage/appointments/)

**Connect Your Calendar**

    [Connect calendars and availability](https://docs.graph8.com/getting-started/connect-calendar/)

**Docs Settings**

    [Configure meeting extraction rules](https://docs.graph8.com/settings/docs/)