How To - Meetingflow
Zoom Integration – How To Record a Zoom Call
The Zoom integration with Meetingflow allows you to record meetings occurring on Zoom. You can reference the recording, transcript, or AI insights from this call. There is no oAuth required for Zoom, so as a user you do not have to add or remove the app – the integration enables a recorder to join on.
How to Use the Pipeline Manager in Meetingflow
Learn how to use the Pipeline Manager in Meetingflow to quickly update multiple deals in Hubspot or Salesforce.
How to use Tags in Meetingflow
What are Tags in Meetingflow and what are they used for? Tags are a way to mark an attribute within a Meetingflow that you can later search or filter Meetingflows by. Tags are entirely customized by you, and apply across the entire Workspace. Tags are helpful for noting certain Meetingflows where there’s product feedback for R&D.
How to Update Your Pipeline with Keyboard Navigation
Keyboard command cheat-sheet
| Action | Keyboard Command | Additional Shortcuts |
|---|---|---|
| Advance to next field | Tab | - |
| Go to previous field | Shift + Tab | - |
| Open date picker | Enter | - |
| Use keyboard arrows to navigate through dates | Enter | - |
| Change value in dropdown menu (without opening the menu) | Up/down arrows | - |
How to Share a Call Recording with External Meeting Attendees
If your license tier includes call recording with Meetingflow’s AI Note Taker, you can share the call recording with external attendees.
How to Select and Change a CRM Preset
CRM Presets allow you to create custom groupings of CRM fields to show for updating. AEs and CSMs updating different fields? Have a different set of fields for renewal meetings vs check-in meetings? Update whatever you need.
How to Invite Colleagues
Before you can collaborate on meeting plans, first invite colleagues to the Workspace. Note: Meetingflow Workspace Admins set default rules for access. If your Workspace default settings need to be updated or a user role type changed, please contact your Workspace Admin.
How to Extract Text From Handwritten Notes
Sometimes you might have hand-written notes you want to have in Meetingflow – Save time by extracting text from an image of your notes. 1. Insert an image of your handwritten notes in the Meetingflow. You can do this by copy/paste the image into the editor, or you can select the “insert image” option from.
How to Edit a Template
Editing an existing template.
How to Create a Meetingflow
How to Create a Meetingflow and Apply a Template.
How to Create a Custom AI Shortcut
Configuring CRM with Meetingflow
This video provides a brief introduction to configuring your CRM with Meetingflow.