Using Meetingflow - 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.
Workspaces Within Meetingflow
What is a Workspace in Meetingflow? A Workspace is a group of users, who can view each others’ Meetingflows (except Limited Access Meetingflows), and adhere to the admin Workspace settings (such as which custom CRM fields appear in an opportunity). One company can have multiple Workspaces, such as for different functions (sales vs support) or teams.
User Access Permissions
There are different user role types for a Workspace in Meetingflow. Refer to the table below for permissions by user role.
| Role | Create Meetingflows | Access existing “Workspace” Visibility | Access “Limited Access” Visibility Meetingflows |
|---|---|---|---|
| Admin | ✔ | ✔ | Only if the Creator made the Limited Access Meetingflow or is explicitly invited |
| Creator | ✔ | ✔ | Only if explicitly invited |
| Collaborator | – | ✔ | Only if explicitly invited |
| Guest | – | Only ones they are explicitly invited to | Only if explicitly invited |
Usage Reporting
Workspace admins have access to usage reporting, which shows basic stats for the last 30 days trailing. The usage report is accessed through the Workspace dropdown menu. Sample usage report:
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.
Setup for Enablement
Welcome to Meetingflow! Whether you’re in sales enablement or a customer-facing team manager, we’re excited to help you enable your teams to save time and feel more prepared for every customer meeting.
Team Enablement Setup Checklist
Understand how your team can get the most out of Meetingflow. Watch how to get the most out.
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
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 | - |
| Change value in dropdown menu (without opening the menu) | Up/down arrows | See it in action |
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.
Table Of Contents
- How do I share with external meeting attendees?
- What levels of external sharing are there?
- If I share the recording, can they access the whole Meetingflow?
- Important – Admin Workspace Setting
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
How to Create a CRM Preset
What is a CRM Preset? A CRM Preset is a customized group of CRM fields that appears as the default fields for a user to update. This is helpful if you have different functions/roles using Meetingflow that are responsible for updating a different set of fields. The preset determines the fields available when updating directly.
Enabling Custom Fields in Salesforce or Hubspot
Meetingflow supports custom fields from Salesforce Accounts, Opportunities, and Leads, and Hubspot Companies and Deals. Salesforce Custom Fields connect your Salesforce account.
Before configuring custom fields, a user connection must be made first between your Salesforce and Meetingflow accounts. If you have your own Salesforce login, you can do this through your account.
Configuring CRM with Meetingflow
This video provides a brief introduction to configuring your CRM with Meetingflow.
Calendar and CRM Permissions in Meetingflow
Table Of Contents
- Why is Meetingflow asking for access to my calendar?
- Why is Meetingflow asking for access to my CRM?
- Can I still use Meetingflow without calendar or CRM permissions?
- Where can I read more?