Getting Started - Meetingflow

Types of Meetingflows: Event Based vs Ad Hoc

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.

New User Setup – Video Walkthrough

In addition to the New User Setup article, this video provides a brief introduction to Meetingflow, and steps to ensure you’re set up to get the most out of Meetingflow!

New User Setup

Welcome to Meetingflow! We’re excited to help you on your way to saving time and feeling more prepared for every customer meeting.

From app.meetingflow.com:

• Connect your calendar
• Google Users: Go to app.meetingflow.com and select “Continue with Google”
• Ensure all boxes are selected when prompted
• Allowing the full integration powers time-saving features, such as automatically pulling in meeting information.

How to Create a Meetingflow

How to Create a Meetingflow and Apply a Template.

Admin Settings

As an admin user in your Meetingflow Workspace, there are settings you can apply to all users.

Table Of Contents

• How do I know if I’m an admin user?
• Workspace
• Domains
• Memberships
• Billing
• Call Recording Usage
• Integrations
• Salesforce Custom Fields
• Hubspot Custom Fields
• Delete Workspace
• Additional Admin Features
• Usage Reporting
• Workspace Default Template

How do I know if I’m an admin user?

When logged into Meetingflow, your admin capabilities allow you to manage settings for all users.