Overview
AskElephant’s meeting nodes make it easy to find, organize, and manage customer conversations. With these specialized workflow tools, you can search and categorize calls, meetings, and shared documents—ensuring nothing falls through the cracks and everyone on your team always has the right context.
Search Past Meetings: Find Conversations Instantly
The Search Past Meetings node helps you quickly retrieve important interactions across meetings, calls, and documents. Use this node to save time and surface relevant insights before customer handoffs, reviews, or follow-up work.
Configuration Options
Configuration | Description | Example Values or Options |
Attendees | Search for meetings involving specific people | Any user or team member |
Companies | Filter by the company involved in the meeting or call | Company A, Company B, etc. |
Timeframe | Specify the date range for your search (e.g., “Last 7 Days”) | Today, Last 7 Days, Last Week, etc. |
Tags | Filter by meetings with one or more assigned labels | Sales, Escalation, Support, Custom |
Media Type | Search among meetings, calls, or documents | Meeting, Call, Document |
Outputs
- Meetings Variable: The node returns a variable containing a list of all meetings, calls, or documents that match your filters. This variable can be referenced in later workflow steps as needed.
Tag Meeting: Organize Conversations Automatically
The Tag Meeting node enables fast, automated categorization of your meetings. This helps your team keep conversations organized by topic, type, or any custom label—making future searches and reporting faster and more reliable.
Configuration Options
Configuration | Description | Example Values or Options |
Select Meeting | Choose which meeting, call, or document to tag | Any meeting, call, or document |
Tags | Select or create labels to categorize the chosen meeting | Product Demo, Escalation, Custom Tags |
Outputs
- No Output Variable: This node simply adds tags for organizational purposes. It does not produce an output that passes data to later nodes in your workflow.
Key Takeaways
- Search Past Meetings enables you to locate and aggregate conversation data using multiple filters, returning a variable with your results.
- Tag Meeting quickly applies organizational tags to conversations, so your team can find and classify information effortlessly.
- Node management tools (rename and delete) help keep your workflows clear and up-to-date.
Node Management
- Rename: Click the pencil icon to change the node’s name for clarity.
- Delete: Use the three dots menu to remove the node from your workflow.
Next Steps
Start optimizing your workflow by mapping out key search criteria and adopting smart tagging habits. This ensures your customer history remains easy to access and leverage across the team. For more tips or peer ideas, join the Herd in our community forum.