Using the Meeting Page

Introduction

The meeting page is where every meeting lives after it ends. Watch the recording, read the transcript, review the auto-generated summary, ask the AI questions, and see what your workflows produced. It's all in one place. For an overview of what changed in the latest release, see The Meeting Page.

The page is split into two panes. The left side shows your meeting summary and automated outputs. The right side is chat. Share controls, attendees, and other top-level meeting actions sit in the top bar above both panes.

What You'll See

Top Bar

• Share. Share the full meeting or create a clip link for a specific moment. See Sharing Meetings.

• Attendees. See who was on the call, edit details, or click + to add someone.

• Privacy toggle. Set the meeting as public or private (Owners and Managers only). See Meeting Privacy & Deletion.

• Three-dot menu. Rename, delete, or reprocess the meeting.

Left Pane

The left pane is tabbed.

• Summary tab. The default landing view. Shows the auto-generated meeting summary with key points, decisions, and next steps. See Meeting Summaries.

• Transcript tab. The recording and full transcript with timestamps and speaker identification.

• Workflow dropdown. Sits next to the Summary tab. Expand it to see workflow outputs from runs that already happened, and to trigger on-demand workflows.

Right Pane: Chat

The chat panel is always open on the right side. Ask follow-up questions about the meeting without leaving the page.

How to Use It

Review Your Meeting

1. Open the Summary tab to read the auto-generated recap.

2. Switch to the Transcript tab to watch the recording or read what was said and when.

Share the Meeting

1. Click the Share button in the top bar.

2. Share the full transcript or create a clip link for a specific time range.

3. Copy and send the link to whoever needs it.

For deeper detail on what recipients see, link expiry, and clip management, see Sharing Meetings.

Update Attendees

1. Find the attendee list in the top bar.

2. Click edit to update someone's details, or click + to add a missing attendee.

Adding an attendee re-associates the meeting with that person's company. See Associating Meetings.

Have an AI Conversation

1. Use the chat panel on the right side of the page. It's already open.

2. Type your question (for example, "What were the main objections?" or "Summarize next steps").

3. You can:

   • Attach other meetings for comparison.

   • Upload documents for additional context.

   • Select an AI model from the model picker (Claude, GPT, Gemini, and others).

4. Click Ask to send.

Run a Manual Workflow

1. Open the workflow dropdown next to the Summary tab.

2. Find the workflow you want to run and click it.

3. The workflow executes and the result appears in the dropdown alongside other outputs.

Quick Tips

• Use clear meeting names like "Q4 Budget Review for ABC Company" so they're easy to find later.

• Attach multiple meetings in chats to compare and spot patterns.

• Create separate chats for different purposes (analysis, follow-ups, drafting).

• Use clip sharing when you only want to highlight one specific moment.

• Try different AI models to see which works best for different types of questions.

Next Steps

1. Open a recent meeting and read the summary.

2. Switch to the Transcript tab and search for a key term.

3. Ask the chat panel one question about the meeting.

4. Try attaching another meeting to compare insights.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help:

• Click the chat button in the bottom right corner of your screen.

• Email us at [email protected].

• Use @askelephant support in your dedicated Slack channel.