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Tag Meeting

Add tags to a meeting so it's easier to find and filter later.

Tag Meeting node in the workflow builder

What It Does

Applies the tags you specify to a meeting from earlier in the workflow. Tags help categorize meetings by type or topic, like Demo, Discovery Call, or Closed-Won.

When To Use It

Use this to automatically categorize meetings as they happen, rather than relying on someone to tag them by hand, for example tagging every call where a Conditional Prompt or Filter Prompt detected a specific topic.

Configuration

Configure the node with these settings:

Field

What it controls

Meeting

The meeting to add tags to. Required. Should be a meeting from earlier in the workflow.

Tags

The tags to apply to this meeting.

Outputs

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

This node does not emit output variables.

Example Workflow

Use a Conditional Prompt to detect whether pricing was discussed on a call, and if so, use Tag Meeting to apply a Pricing Discussed tag automatically.

  • Search Past Meetings

  • Conditional Prompt

  • Filter Prompt

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.