Meetings

Meetings

The Meetings page aggregates all meeting nodes from your notebook into a single chronological list, making it easy to review activity and follow up.

Meeting list

Meetings are grouped by recency: Upcoming, This week, Last week, and by month for older meetings. Each row shows the meeting title, account, opportunity, date, meeting type, attendees, and a count of action items.

Search and filter

Use the search box to filter meetings by title, account name, opportunity name, attendees, or summary text. Use the type dropdown to filter by meeting type (Discovery, Demo, QBR, etc.).

Opening a meeting

Click any meeting row to navigate to that meeting in the Notebook, where you can view and edit all its details, transcript, and action items.

Action items

The action item count badge on each meeting row shows how many action items are attached. Click through to the meeting in the Notebook to manage them.

Auto-creating contacts from attendees

When you add an attendee to a meeting that sits under an opportunity → account chain, senSEi automatically creates a contact for that person on the parent account. Contacts are grouped inside a Contacts folder under the account to keep things tidy.

senSEi parses attendee strings in three formats:

• Name only — e.g. Jane Smith
• Email only — e.g. jane@acme.com
• Name + email — e.g. Jane Smith <jane@acme.com>

Duplicates are skipped — if a contact with the same name or email already exists under the account, no new contact is created.

Sync contacts button

Click Sync contacts in the Meetings toolbar to backfill contacts from every existing meeting across all your accounts in one shot. This is useful when you have historical meetings that predate the auto-create feature. The button is safe to run multiple times — it will report "All contacts already up to date." if there is nothing new to add.