There are 2 types of Meetingflows you can create:
- From an event on your calendar
- Ad-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 conference
Meetingflow Type | Description | Accessible From | How to edit date/time or attendees | How attendees are added to the Meetingflow | Show up in associated Meetigflows? | Attendee information added to Meetingflow |
|---|---|---|---|---|---|---|
Event Based | Created from a calendar event |
| Only if calendar event changes | Automatically from calendar invite | Automatically | Automatically as soon as a Meetingflow is created |
Ad Hoc | Manually created as needed | Meetingflow library | Can directly edit on the ad-hoc Meetingflow | Manually | Will only associate if a contact was manually added to the Meetingflow | As soon as a contact is manually added to the Meetingflow |
