1. Getting started with Upmeet
📁 Navigate and organize your meetings
👉 Access the organization of its meetings
🎯 Objective of this page
This page helps you understand how to find, view, organize, and manage your meetings in Upmeet.
You will learn:
where to find your meetings,
how to search for them,
how to use tags to organize your work,
what actions are available when a meeting is open,
how to access essential functions (transcription, AI, sharing…).
🔍 1. The Meetings Space
1.1. Definition
The Meetings space is the place where all the meetings you have created or recorded appear.
They are automatically sorted by date, from the most recent to the oldest.
1.2. Why is this space important?
It allows you to:
easily browse the history of your meetings,
quickly find a specific meeting,
access its information (transcription, summary, participants),
use AI tools related to this meeting,
organize your meetings by tags.
🔎 2. Search for a Meeting
2.1. Definition
The search allows you to find a specific meeting using keywords.
2.2. How to use the search?
In the search bar, you can type:
the name of the meeting,
a keyword present in the meeting or in its metadata,
a tag.
The search updates automatically and immediately displays the corresponding results.
2.3. What is it for?
Quickly locate an old meeting
Immediately access a theme or project
Save time in daily navigation
🏷️ 3. Organize Your Meetings with Tags
3.1. What is a tag?
A tag is a colored label that you add to your meetings to classify them according to your needs.
Examples of possible organization:
Type of meeting (sales, internal, client…)
Project
Department
Urgency or priority
3.2. Why use tags?
Tags allow you to:
filter your meetings by category,
quickly find a set of related meetings,
structure your Meetings space according to your working method.
3.3. How to add a tag?
Open a meeting.
Click on Add a tag (at the top right).
Search for an existing tag OR type a new name.
Select a color to distinguish it easily.
Click on Confirm.
The tag appears immediately next to the name of the meeting.
3.4. How to filter by tag?
At the top right of your Meetings space, existing tags are displayed.
You can:
click on a tag to filter meetings,
activate multiple tags simultaneously,
return to the full view at any time.
⚙️ 4. Actions Available in a Meeting
When you open a meeting, several actions are accessible at the top right.
4.1. Add a tag
Defined above: allows you to classify the meeting.
4.2. Copy the meeting
Creates a copy of the meeting in your space, useful if you want to modify it without affecting the original.
4.3. Modify the meeting
Name, prompt, options…
Accessible via the pencil icon.
4.4. View the features
The “?” icon displays an interactive guide to discover the tools available on this page.
🧠 5. Essential Consultation Functions
5.1. Discuss with AI
Allows you to ask questions about:
the content of the meeting,
the decisions,
the actions to remember,
important excerpts.
Upmeet responds based on the actual transcription.
5.2. View the transcriptions
You can:
view the full transcription,
see the timestamps,
listen to the audio playback,
easily navigate the content.
5.3. Share the meeting
Generate a sharing link or send the minutes and transcription directly to your collaborators.
5.4. Copy the report
Instantly copies the summary to your clipboard for quick sharing.
5.5. Export
In the format:
PDF,
Word (DOCX).
Available options:
include the transcription,
include the timestamp,
include the speakers.
Another question? Contact us