Client meetings
Run client meetings that don't get forgotten
Schedule the call, meet over built-in video, capture the agenda, notes, decisions and actions, and get an AI transcript and recap — all tied to the client's work. Sign in to your meetings, or see how it works.
Client meetings
A client call is only as valuable as what survives it. The Meetings workspace in AI Marketing Dashboard manages the whole arc — scheduling, the video call itself, the agenda, the live notes, the decisions and the follow-up actions — in one place, then turns the recording into a searchable transcript and a written recap. Every meeting is tied to the client it belongs to and the work it touches, so context never lives only in someone’s memory.
Book a meeting in a week-grid or agenda calendar, set the type, day, start time and duration, pick a platform or location, invite attendees from your team and the client's contacts, and add a description — then reschedule in place when plans change. The grid adapts to each meeting's length, so a fifteen-minute check-in and a ninety-minute workshop both read clearly at a glance.
Connect a Google or Microsoft calendar to drive join links and 'synced' indicators, so the meeting your team books is the meeting that shows up where the client expects it. Because scheduling sits inside the same workspace as projects and files, booking a call never means leaving the account you are working on.
Default a meeting to built-in video and attendees join a real, branded in-app call — participant grid, screen sharing, mute and camera controls, a live roster and in-call chat — without anyone installing anything. There is no external room to wrangle; the call opens where the meeting was booked.
Prefer the client's tooling? Choose Google Meet, Microsoft Teams or Zoom and the meeting gets an auto-generated link to join or copy, while in-person and phone meetings simply skip the link. One scheduler covers however your clients like to meet.
Each meeting opens a hub with an agenda you can check off as you go, a live notes area for what is actually said, a record of decisions, and action items you assign so the follow-up has an owner before the call even ends. Nothing has to be retyped into another tool afterward — the structure of the meeting is captured as it happens.
Because actions and decisions are first-class, the meeting produces accountable outcomes, not just a page of notes. The next time you open the account, what was agreed and who owns it is right there.
Turn on recording for a built-in meeting and the call's audio is captured, transcribed with speech-to-text into a timestamped transcript, and distilled into a written recap — so the person who could not attend can read what happened in two minutes instead of watching an hour of video.
The recap and full transcript attach to the meeting, becoming part of the client's permanent record. Searchable, shareable and dated, they turn a one-time conversation into a reference your whole team can rely on.
The meeting hub carries a live rail of the client's real work — current projects and tasks, the shared files, the team channel and the notebook — pulled from the rest of the console, not a stale copy pasted in. When a question comes up on the call, the answer is one glance away instead of a tab-hunt.
It is the difference between a meeting that floats free of the account and one that is grounded in it. Walk into every client call already surrounded by the context that call is about.
A recent-recaps rail keeps the last conversations a click away, and each meeting links to the genuine previous meeting for that client — chronologically, not a hand-picked guess — so you can pick up exactly where you left off and the first meeting with a new client shows an honest 'first meeting' state.
Over time that becomes the narrative of the relationship: what you discussed, what you decided, what you shipped. It is the institutional memory that keeps account changes from resetting a client relationship to zero.
