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Overview

The Meetings page shows your daily calendar view of sales meetings, sourced from your CRM. It provides AI-powered meeting prep and follow-up capabilities to help you prepare for upcoming calls and act on completed ones.

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What You See

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Daily Timeline

The main view is a vertical timeline organized by hour, showing all meetings for the selected day.
  • Hour grid — 24-hour timeline with hour labels on the left.
  • Current time indicator — A red dot marking the current time (visible when viewing today).
  • Auto-scroll — The view automatically scrolls to position the current time near the top.

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Meeting Cards

Each meeting appears as a card on the timeline, sized proportionally to its duration. Cards show:
  • Company logo (or initials if no logo is available)
  • Company name — The primary account associated with the meeting
  • Meeting subject — The calendar event title
  • Attendees — Avatar icons for participants (up to 3 shown, with a “+N” badge for additional attendees)
  • Status badge — Color-coded by meeting state

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Meeting Statuses

StatusColorMeaning
UpcomingBlueMeeting has not started yet
CompleteGreenMeeting occurred
No-showRedMeeting was a no-show
CancelledGrayMeeting was cancelled

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Date Navigation

  • Today button — Jump back to today’s meetings.
  • Previous / Next arrows — Navigate one day forward or backward.
  • Date display — Shows the currently selected date in the center of the toolbar.

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Meeting Prep

For upcoming meetings, the AI can generate a preparation brief.

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How to Use

  1. Find an upcoming meeting on the timeline.
  2. Click the Prep button on the meeting card.
  3. The AI generates a brief covering key context about the account, attendees, and recent activity.
  4. A modal opens showing the preparation steps and final brief.
  5. Once complete, the button changes to See Brief (green), and you can review it at any time.

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Refreshing a Prep

If new information becomes available before the meeting, you can re-run the prep to get an updated brief.

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Meeting Follow-Up

For completed or no-show meetings, the AI can generate follow-up actions.

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How to Use

  1. Find a completed meeting on the timeline.
  2. Click the Follow Up button on the meeting card.
  3. The AI generates recommended follow-up actions and notes.
  4. A modal opens showing the execution steps and results.
  5. Once complete, the button changes to See Follow-Up so you can review it later.

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Data Sources

Meeting data comes from your connected CRM:
  • Salesforce — Calendar events with associated accounts and opportunities.
  • HubSpot — Meeting activities with linked companies and deals.
  • Gong — When Gong recordings are linked to calendar events, participant email data is enriched automatically.

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Constraints

  • The Meetings page displays one day at a time. Use the navigation arrows to browse different days.
  • Meeting data depends on your CRM integration. Only events synced from your CRM appear.
  • A maximum of 10 preps and 10 follow-ups can be in progress simultaneously.
  • Prep and follow-up generation can be cancelled while in progress.
  • Meeting properties (subject, time, attendees) are read-only — edit them in your CRM.

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FAQ

Meetings are sourced from your CRM. Ensure your Salesforce or HubSpot integration is connected and that calendar events are syncing.
Yes. Navigate to a future day using the arrows and click Prep on any upcoming meeting.
The meeting card will display attendee initials instead of a company logo. The prep and follow-up features still work, though with less account context.
Typically a few minutes. The modal shows real-time progress as the AI gathers and synthesizes information.
Yes. Once generated, the button changes to ‘See Brief’ or ‘See Follow-Up’ — click it at any time to review the content.
Gong participant data is used to enrich attendee information. Full call recordings and transcripts are not directly accessible on this page.