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Add and Share Meetings in a Deal Room

Document and share meeting notes, attendees, recordings, and action items directly inside your Deal Room.

Add and Share Meetings in a Deal Room

Document and share meeting notes, attendees, recordings, and action items directly inside your Deal Room.

Last updated: July 2025
Applies to: All plans, Room creators, and collaborators

What are Deal Room Meetings?

Deal Room Meetings let you store meeting notes, attendees, recordings, and action items in one place. This ensures everyone is aligned and provides a centralized source of truth for your deal information.

Benefits of Meetings

Using Meetings in your Deal Room helps you:

  • Keep all deal context and communication in one organized place

  • Follow up on commitments and assign clear ownership

  • Create a professional and accountable buying experience for customers

Getting Started with Meetings

Enabling the feature

  1. Click Settings in the top-right corner of your Deal Room.

  2. Navigate to Functionality.

  3. Toggle Enable Meetings.

  4. A Meetings tab will appear in the top menu of your Deal Room.

Creating Your First Meeting

  1. Open the Meetings tab.

  2. Click Add meeting.

  3. Enter a Meeting name.

  4. Select the date the meeting occurred.

  5. Click Add meeting to create it.

You can also import meetings from integrated platforms such as Gong, Glyphic, or Salesloft.

Adding Meeting Content

Meeting Summary

  • Use the editor to type or paste a summary.

  • Or click Add with our AI to generate a summary from a transcript.

Next Steps

  • Capture follow-up actions and assign owners.

  • You can rename this section to fit your workflow.

Meeting Recording

  • Upload a video file or embed a video URL.

  • Supported formats: MP4, MOV, AVI

  • Maximum file size: 500 MB

Meeting Attendees

  • Select participants already in the room.

  • Or use Add via email for people not yet invited.

  • Attendees will only be notified once added as room participants.

Using the AI Helper for Meeting Notes

Save time by letting the AI Helper generate structured notes:

  1. Click Add with our AI.

  2. Paste meeting notes or a transcript.

  3. Provide instructions (e.g., “Create a concise summary with bullet points and list action items by owner”).

  4. Click Analyze.

  5. Review and edit the output as needed before sharing.

The AI Helper is useful for:

  • Converting transcripts into concise summaries

  • Extracting and formatting action items

  • Ensuring consistent meeting documentation

  • Saving time while retaining full control over the content

Sharing Meetings

  1. When ready, click Share meeting in the top-right corner.

  2. Participants will be notified via:

    • In-room notifications

    • Summary email updates

  3. Shared meetings remain visible in the Meetings tab.

Viewing Meeting History

  • All meetings are listed in chronological order.

  • Each entry includes title, summary, and participant information.

  • Buyers see a Book a meeting button for scheduling follow-ups, using the room owner’s booking link (or team links if collaborators are present).

Tips for Success

  • Document meeting notes consistently to maintain momentum.

  • Use the AI Helper for quick, structured summaries.

  • Always add attendees to record who was present.

  • Be specific with next steps and assign clear owners to drive accountability.

Summary

Meetings in Deal Room let you store and share everything from notes to action items in one place. This creates visibility for your team and buyers, ensures accountability, and helps you move deals forward with clarity.