What you can do on the meeting detail screen

Meeting info, participants, the recording, and deal links — all on one screen

Updated 2026.08.24

This page covers what's available when you open a meeting.

Everything about the meeting gathers here. Watch the recording while following the transcript, then link it to a deal on the spot — the whole flow fits on one screen.

Recording and minutes on the left; date, company, deal, and participants on the right. Toggle recording and join the meeting from the top right
Recording and minutes on the left; date, company, deal, and participants on the right. Toggle recording and join the meeting from the top right

What's displayed

The Details tab on the right side collects the meeting's information.

ItemContents
Date & timeThe date with start and end times, including the time zone
DescriptionThe meeting's description
LinkThe join URL. Select it to open the meeting
LocationWhere it takes place, such as a meeting room
CompanyThe linked company. Select it to jump to the company
DealsLinked deals. A meeting can be linked to more than one
ParticipantsAttendee names and email addresses. The organizer is labeled Host

Join the meeting

For upcoming or in-progress meetings, Join opens the meeting directly — no need to hunt through your calendar.

Watch the recording

If a recording exists, it plays right on the screen. Open in new tab plays it in a separate window.

Below the recording you can switch between Minutes, Script, and Speakers. The script shows each speaker's remarks with timestamps, so tracing "where did that come up?" is easy. Export the minutes with Export, or rebuild them with Regenerate.

Link to a deal

Linking a meeting to a deal lets you reach this meeting from the deal's screen.

  • Link to an existing deal
  • If there isn't one, create it on the spot with Register deal

Creating a follow-up email requires a linked deal. Without one, you'll see "A deal link is required".

When the conditions are met, a deal can also be created automatically from a meeting. If the contact can't be identified, auto-creation is skipped and a notice is shown.

Discuss in comments

Use the Comments tab on the right to discuss the meeting with your team.

  • Attach files, @-mention people, and use emoji
  • Comments support replies and reactions, grouped into threads
  • Guest replies are labeled Guest

Share the link, or delete

Use the … menu at the top right.

  • Copy link — copy a link to this meeting to share it
  • Delete meeting — deletes the meeting. Deletion cannot be undone

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