💡 Activating Meeting Intelligence
- Click on Meeting Intelligence on the main sidebar.
- If you haven't activated the feature yet, click on the Gmail or Outlook option to connect!
❗ The feature will only work on email addresses that match. If your main email address is first.last@example.com but the account in Truss is first.last+more@example.com, it will not connect.
🗓️ Meetings
The Meetings tab displays all upcoming events in your firm's combined calendar!
- Search the list by meeting name or client.
- Filter the list by date period or whether you are attending.
- After a search or filter, you can review the meeting's date, time, and name. Click the Attendee bubbles to see who is attending. If the Meeting Intelligence notetaker is attached to the meeting, it will display under the column on the far right.
📜 Transcripts
The Transcripts tab contains all saved meetings that have been transcribed and are ready to view.
- Search the list by meeting name or client.
- Filter the list by date range or whether you attended.
- After a search or filter, you can review the meeting's date, time, and name. Click the Attendee bubbles to see who attended. Click the line to open the transcript directly.
- The transcript will be ready when it appears here.
Transcript Summary
After you click the transcript, you'll be taken to the Summary tab. This outlines the meeting and provides Key Points and Open Questions.
Action Items
Any items discussed during the meeting that need follow-up will be generated here. You can select an item to add it to a Project as a note for later review.
- Click the Action Item to open the Add project note pane.
- Select the Project you want to add it to.
- Adjust or edit the note as needed.
- When you are done, click Add note.
Transcript
Here you can see a full outline of everything discussed, line by line!
- A quick view of all speakers, how much they talked, and the meeting duration.
- Quickly search the transcript to find where certain details were discussed.
