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Search Past Meetings

Find past meetings that match attendees, companies, a timeframe, tags, or other criteria, and get back a list you can act on.

Search Past Meetings node in the workflow builder

What It Does

Searches your workspace's meeting history using the filters you set and returns the matching meetings as a list you can pass into other nodes.

When To Use It

Use this whenever a workflow needs to look up past meetings rather than working only from the meeting that triggered it, for example pulling every meeting with a company over the last 90 days before generating a QBR summary. At least one attendee or company must be provided.

Configuration

Configure the node with these settings:

Field

What it controls

Attendees

Find meetings where any of these people attended, internal or external.

Companies

Find meetings where anyone from these companies was present.

Timeframe

The time period to search within, from TODAY up to LAST_180_DAYS. Required, defaults to TODAY.

Meeting Type

Filter by Internal Only, External Only, or All.

Tags

Find meetings that have any of these tags applied.

Media Types

Filter by the platform the meeting was recorded on, such as call, email, or document.

Duration Min / Duration Max

Filter out meetings shorter or longer than a given number of minutes.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable

Type

Description

Example

meetings

object

The meetings that match the search criteria

{{nodeId.meetings}}

meetings.ids

array<string>

{{nodeId.meetings.ids}}

Example Workflow

Search for every external meeting with a given company over the last 90 days, then pass the results into a Loop Prompt to generate a short recap of each one for a QBR.

  • Filter Prompt

  • Loop Prompt

  • Tag Meeting

  • Search People

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.