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Getting started with Upmeet

Navigate & organize your meetings

This guide outlines how to manage, search, and utilize the meeting organization features within the Upmeet platform.

1. The Meetings Space

The Meetings space serves as the central hub for all recorded or created meetings.

  • Default View: Meetings are automatically sorted by date (newest to oldest).
  • Primary Functions: Browse history, search specific meetings, access AI tools, view transcriptions/participants, and manage organizational tags.

2. Search Functionality

The search bar allows for rapid retrieval of meetings using:

  • Meeting Name
  • Keywords (found in metadata or content)
  • Tags
  • Benefit: Enables quick access to specific projects or themes, saving time in daily navigation.

3. Organizing with Tags

Tags are colored labels used to categorize meetings by type (e.g., commercial, internal), project, department, or urgency.

How to Add a Tag:

  1. Open a meeting.
  2. Click Add a tag (top right).
  3. Search for an existing tag or type a new name.
  4. Select a color and click Validate.

Filtering:

  • Tags appear at the top right of the Meetings space.
  • Users can select one or multiple tags simultaneously to filter the view.

4. Meeting Management Actions

When a meeting is open, the following actions are available at the top right:

  • Add a Tag: Classify the meeting.
  • Copy: Create a duplicate to modify without affecting the original.
  • Edit (Pencil Icon): Modify the name, prompts, or options.
  • View Features (? Icon): Access an interactive guide for the page.

5. Consultation & AI Functions

Upmeet provides several tools to extract value from meeting data:

  • Chat with AI: Ask questions regarding meeting content, decisions, action items, or key excerpts. Responses are generated based on the actual transcription.
  • Transcriptions: View full text with timestamps and audio playback.
  • Sharing: Generate share links or send minutes/transcriptions directly to collaborators.
  • Copy Report: Instantly copy the summary to the clipboard.
  • Export: Download meeting data in PDF or Word (DOCX) formats.
    • Export Options: Include transcription, timestamps, and speaker identification.