Getting Started with MeetingMate
Your comprehensive guide to capturing, organizing, and extracting insights from every meeting
Meeting Management
Creating a New Meeting
Start by clicking the "New Meeting" button on your meetings dashboard. You'll be taken to a clean, editable meeting interface where you can immediately begin capturing information.
Quick Setup:
- • Click anywhere on the default title to customize it
- • Add a location (online, conference room, etc.)
- • Set the date and time automatically captured
- • Start taking notes immediately - no setup required
Live Note-Taking
During your meeting, use the note input field at the bottom of the notes section to capture key points as they happen. Each note is automatically timestamped so you can track the flow of conversation.
Pro Tips:
- • Notes save instantly - no need to worry about losing information
- • Keep notes brief for better organization
- • Use action items and decisions as note categories
- • Timestamps help correlate with audio recordings later
Meeting Summaries
Add your own summary by clicking on the summary section. This human-written overview complements the AI-generated summary that's created automatically when you upload audio.
Summary Features:
- • Write key outcomes and decisions
- • AI summary extracts tone, actions, and key points
- • Both summaries are searchable across all meetings
- • Markdown formatting supported for rich text
Audio Recording & Transcription
Recording Audio
Use the built-in "Record Audio" button to capture meetings directly in your browser. The recorder includes a real-time audio level indicator and uploads automatically when stopped.
Recording Features:
- • Visual recording level monitoring
- • Automatic upload and processing
- • Works with browser microphone permissions
- • Multiple audio files per meeting supported
Audio Upload & Processing
Upload pre-recorded audio files through the "Upload Audio" link. The system supports various audio formats and automatically begins transcription using advanced AI models including AssemblyAI's SLAM-1.
What Happens Next:
- • Automatic speaker diarization (who said what)
- • Full transcript with timestamps
- • AI extraction of action items and key points
- • Tone and sentiment analysis
- • Custom vocabulary terms for better accuracy
Attendee Management
Mapping Speakers to Attendees
After transcription, the system creates placeholder names like "Speaker A" and "Speaker B". Click on any attendee name to open the mapping interface where you can assign real names to speakers.
Mapping Process:
- • Search existing attendees by typing their name
- • Create new attendees directly from the mapping interface
- • Include company information for better organization
- • Remap existing attendees if needed
Attendee Profiles & History
Each attendee gets their own profile page showing all meetings they've participated in. Click "View Attendee" from the attendee menu to see their meeting history and contributions.
Profile Features:
- • Complete meeting participation history
- • Export attendee-specific meeting data
- • CRM integration with custom IDs
- • Company affiliation tracking
Search & Organization
Powerful Search Capabilities
Use the search functionality in the header or meetings page to find information across all your meetings. The search covers meeting names, summaries, transcripts, and attendee names.
Search Features:
- • Full-text search across all meeting content
- • Search by attendee names
- • Filter meetings by date and content
- • MongoDB text indexing for fast results
Export & Integration
Export your meeting data in various formats including JSON for integrations, plain text for documents, and LogSeq format for note-taking systems.
Export Options:
- • JSON export for API integrations
- • Plain text transcript export
- • LogSeq format for knowledge management
- • Bulk export multiple meetings
Collaboration & Sharing
Meeting Ownership & Sharing
Share meetings with colleagues by adding them as owners. Use the "Add Owner" button to grant full access to meeting content and editing capabilities.
Collaboration Features:
- • Add multiple owners to shared meetings
- • Email notifications when meetings are shared
- • Different permission levels (primary vs. additional owners)
- • Find & Replace functionality for content editing
- • Webhook integrations for team notifications
Need More Help?
Our AI-powered platform is designed to be intuitive, but we're here to help if you need assistance.