The Zoom integration with Meetingflow allows you to record meetings occurring on Zoom. You can reference the recording, transcript, or AI insights from this call. There is no oAuth required for Zoom, so as a user you do not have to add or remove the app – the integration enables a recorder to join on
What is a Workspace in Meetingflow? A Workspace is a group of users, who can view each others’ Meetingflows (except Limited Access Meetingflows), and adhere to the admin Workspace settings (such as which custom CRM fields appear in an opportunity).One company can have multiple Workspaces, such as for different functions (sales vs support) or team
There are different user role types for a Workspace in Meetingflow. Refer to the table below for permissions by user role Learn more about Workspaces within Meetingflow AdminCreatorCollaboratorGuestCreate Meetingflows✔✔–Access existing “Workspace” Visibility Meetingflows✔✔✔Only ones they are explicitly invited toAccess “Limited Access” Visibility Meetingflows✔Only if the Creator made the Limited Access Meetingflow or is explicitly invited
Workspace admins have access to usage reporting, which shows basic stats for the last 30 days trailing. The usage report is accessed through the Workspace dropdown menu.Sample usage report:
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?
Welcome to Meetingflow! Whether you’re in sales enablement or a customer-facing team manager, we’re excited to help you enable your teams to save time and feel more prepared for every customer meeting. Team Enablement Setup Checklist Understand how your team can get the most out of Meetingflow Watch Watch how to get the most out
Learn how to use the Pipeline Manager in Meetingflow to quickly update multiple deals in Hubspot or Salesforce Check out these related materials:
What are Tags in Meetingflow and what are they used for? Tags are a way to mark an attribute within a Meetingflow that you can later search or filter Meetingflows by. Tags are entirely customized by you, and apply across the entire Workspace. Tags are helpful for noting certain Meetingflows where there’s product feedback for R&D
Keyboard command cheat-sheetActionKeyboard CommandAdditional ShortcutsAdvance to next fieldTab-Go to previous fieldShift + Tab-Open date pickerEnterUse keyboard arrows to navigate through dates and enter to selectOpen full dropdown menu optionsEnterUse keyboard arrows to navigate and enter to select Change value in dropdown menu (without opening the menu) Up/down arrows – See it in action
If your license tier includes call recording with Meetingflow’s AI Note Taker, you can share the call recording with external attendees. Table Of Contents How do I share with external meeting attendees?What levels of external sharing are there?If I share the recording, can they access the whole Meetingflow?Important – Admin Workspace Setting How do I
CRM Presets allow you to create custom groupings of CRM fields to show for updating. AEs and CSMs updating different fields? Have a different set of fields for renewal meetings vs check-in meetings? Update whatever you need.How do users apply a CRM preset? Watch this video to learn how to apply a preset default and
Before you can collaborate on meeting plans, first invite colleagues to the Workspace.Note: Meetingflow Workspace Admins set default rules for access. If your Workspace default settings need to be updated or a user role type changed, please contact your Workspace Admin.
Sometimes you might have hand-written notes you want to have in Meetingflow – Save time by extracting text from an image of your notes. 1. Insert an image of your handwritten notes in the Meetingflow. You can do this by copy/paste the image into the editor, or you can select the “insert image” option from
Editing an existing template
How to Create a Meetingflow and Apply a Template
What is a CRM Preset? A CRM Preset is a customized group of CRM fields that appears as the default fields for a user to update. This is helpful if you have different functions/roles using Meetingflow that are responsible for updating a different set of fields. The preset determines the fields available when updating directly
Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals. Salesforce Custom Fields Connect your Salesforce accountBefore configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account.Video tutorial: How to
This video provides a brief introduction to configuring your CRM with Meetingflow.
Table Of Contents Why is Meetingflow asking for access to my calendar? Why is Meetingflow asking for access to my CRM?Can I still use Meetingflow without calendar or CRM permissions?Where can I read more? Why is Meetingflow asking for access to my calendar? By enabling the integration to your Microsoft or Google calendar, Meetingflow can automatically pull
