There are 2 types of Meetingflows you can create:From an event on your calendarAd-hoc (you want to take notes from an unscheduled conversation)Ad-hoc Meetingflows are helpful for impromptu calls, or unexpected meetings such as working a conferenceMeetingflow TypeDescriptionAccessible FromHow to edit date/time or attendeesHow attendees are added to the Meetingflow Show up in associated Meetigflows?
New User Setup
Welcome to Meetingflow! We’re excited to help you on your way to saving time and feeling more prepared for every customer meeting. New User Setup Checklist Connect your calendar Google Users Go to app.meetingflow.com and select “Continue with Google”Manually select all 3 boxes when promptedAllowing the full integration powers time saving features, such as automatically pulling
How to Create a Meetingflow
How to Create a Meetingflow and Apply a Template
As an admin user in your Meetingflow Workspace, there are settings you can apply to all users. Table Of Contents How do I know if I’m an admin user?WorkspaceDomainsMembershipsBillingCall Recording UsageIntegrationsSalesforce Custom FieldsHubspot Custom FieldsDelete WorkspaceAdditional Admin FeaturesUsage ReportingWorkspace Default Template How do I know if I’m an admin user? When logged into Meetingflow, your
7 Minute Meetingflow Overview for Users
Get familiar with Meetingflow in less than 7 minutes, and you’ll be on your way to better meeting outcomes ☺️ Check out these related materials: