> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meetings Overview

> AI-powered meeting intelligence — recording, transcription, analysis, and action item extraction.

## What is Meetings?

Meetings is Ospri Brain's meeting intelligence platform. It connects to your Microsoft calendar, automatically sends AI bots to join your video calls, transcribes the conversation with perfect speaker diarization, generates comprehensive analysis, and extracts action items — all without you lifting a finger.

<Frame caption="The Meetings page showing the Recordings tab with meeting table">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/ospribrain/images/meetings-recordings.png" alt="Meetings recordings tab" />
</Frame>

## Key Features

<CardGroup cols={2}>
  <Card title="Automatic Recording" icon="circle-dot">
    AI bots join your scheduled meetings automatically. No manual setup after calendar connection.
  </Card>

  <Card title="Perfect Diarization" icon="users">
    Speaker identification using separate audio streams. Each speaker is labeled accurately in the transcript.
  </Card>

  <Card title="AI Analysis" icon="brain">
    Executive summary, key decisions, action items, risks, open questions, speaker statistics, and a momentum score (1-10).
  </Card>

  <Card title="Action Item Extraction" icon="check-double">
    One-click extraction of action items into To-Dos with assignees, priorities, and a progress-tracking parent task.
  </Card>

  <Card title="CRM Integration" icon="handshake">
    Auto-extracts deal signals, contact information, and company data from transcripts into your CRM.
  </Card>

  <Card title="Share Links" icon="link">
    Create password-protected, time-limited share links with granular section visibility for external stakeholders.
  </Card>
</CardGroup>

## Main Tabs

| Tab            | Description                                          | Badge       |
| -------------- | ---------------------------------------------------- | ----------- |
| **Recordings** | Past meetings with transcription and analysis status | Total count |
| **Upcoming**   | Future calendar events with per-event bot controls   | Event count |
| **Teams**      | Meetings filtered by team membership                 | Team count  |

## Header Bar

The Meetings header contains these elements:

| Element               | Description                                                                                    |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Title + count**     | "Meetings" with total meeting count                                                            |
| **Live badges**       | Red pulse for live meetings, amber for pending transcription, muted for currently transcribing |
| **Calendar status**   | Green dot + email when connected; "Connect Calendar" button when not                           |
| **Bot Settings**      | Configure your bot name                                                                        |
| **New Folder**        | Create a folder to organize recordings                                                         |
| **Teams**             | Open the Teams management dialog                                                               |
| **Record In-Person**  | Record a face-to-face meeting using your device microphone                                     |
| **Invite to Meeting** | Send a bot to any video meeting — join now or schedule for later                               |
| **Sync dropdown**     | Quick Sync, Sync Active, Full Sync, Disconnect                                                 |

## Invite Bot to Meeting

Record any meeting on demand — no calendar sync required. Available from the Meetings page header and the Dashboard welcome screen.

<Steps>
  <Step title="Click Invite to Meeting">
    Click the **Invite to Meeting** button in the Meetings page header (or on the Dashboard welcome screen).
  </Step>

  <Step title="Paste the meeting link">
    Paste any Teams, Zoom, or Google Meet URL into the input field.
  </Step>

  <Step title="Choose when to join">
    Select **Join Now** to send the bot immediately, or **Schedule for Later** to pick a specific date and time.
  </Step>

  <Step title="Bot joins and records">
    The bot joins the meeting, records, and transcribes automatically. When the meeting ends, AI analysis runs and the recording appears in the Recordings tab.
  </Step>
</Steps>

Supported platforms: Microsoft Teams, Zoom, Google Meet, Webex, and other video meeting URLs.

<Tip>
  You can also invite the bot from the **Dashboard** — no need to navigate to Meetings first.
</Tip>

## Record In-Person Meeting

Capture and transcribe meetings that happen face-to-face — no video call needed. Available from the Meetings page header and the Dashboard.

<Steps>
  <Step title="Click Record In-Person">
    Click the green **Record In-Person** button in the Meetings page header (or on the Dashboard).
  </Step>

  <Step title="Enter a meeting title">
    Give the meeting a name (e.g., "Team Standup", "Client Check-in"). This is optional but helps you find it later.
  </Step>

  <Step title="Start recording">
    Click **Start Recording**. Your device's microphone captures the audio with noise suppression enabled. A live waveform and timer show recording progress. You can pause and resume as needed.
  </Step>

  <Step title="Stop and upload">
    Click **Stop** when the meeting ends. Preview the audio, then click **Upload & Transcribe**. The audio is uploaded and sent to Deepgram for transcription with speaker diarization.
  </Step>

  <Step title="Label speakers">
    The transcript is generated with generic labels (Speaker 1, Speaker 2, etc.). On the meeting detail page, rename each speaker to their real name using the labeling panel.
  </Step>

  <Step title="Analyze">
    Click **Save & Analyze** to run the full AI analysis with correct speaker names. You get the same executive summary, action items, decisions, and insights as any other meeting.
  </Step>
</Steps>

<Info>
  Place your device near the center of the room for best audio capture. The recording uses your browser's microphone with echo cancellation and noise suppression enabled.
</Info>

In-person meetings appear in the Recordings tab with a green **In-Person** badge and show "Recorded in-person" instead of a meeting URL.

## Sync Options

| Option                  | Description                                                    |
| ----------------------- | -------------------------------------------------------------- |
| **Quick Sync (60 min)** | Syncs the next hour of events and checks active bot statuses   |
| **Sync Active Bots**    | Only checks status of bots currently in meetings               |
| **Full Sync**           | Complete resync of all calendar events and bot statuses        |
| **Disconnect Calendar** | Removes your calendar connection (only visible when connected) |

## Meeting Status Badges

Meetings display a colored status badge:

| Status        | Color           | Description                           |
| ------------- | --------------- | ------------------------------------- |
| **Done**      | Green           | Meeting complete, recording available |
| **Recording** | Red (pulsing)   | Bot is actively recording             |
| **Paused**    | Amber (pulsing) | Recording temporarily paused          |
| **Waiting**   | Amber           | Bot is in the meeting waiting room    |
| **Joining**   | Amber           | Bot is connecting to the meeting      |
| **Kicked**    | Orange          | Bot was manually removed              |
| **Expired**   | None            | Media has expired                     |

## Meeting Type Badges

Meetings show a type badge next to the title:

| Badge         | Color  | Description                                                             |
| ------------- | ------ | ----------------------------------------------------------------------- |
| **In-Person** | Green  | Recorded using the device microphone — no video call                    |
| **Ad-hoc**    | Purple | Recorded via the "Invite to Meeting" button — not from a calendar event |

Calendar-synced meetings do not show a type badge.

## Intelligence Badges

Each meeting shows what intelligence is available:

| Badge              | Meaning                            |
| ------------------ | ---------------------------------- |
| **Transcript dot** | Full transcript has been generated |
| **AI dot**         | AI analysis has been completed     |
| **Agenda dot**     | Meeting agenda is attached         |

## Meeting Lifecycle

<Steps>
  <Step title="Calendar event created">
    A meeting with a video link appears on your connected calendar. It shows in the Upcoming tab.
  </Step>

  <Step title="Bot joins the call">
    At the scheduled time, the Ospri bot joins as a participant. It sends a greeting message in the meeting chat.
  </Step>

  <Step title="Real-time transcription">
    During the meeting, the bot streams live transcript segments with speaker identification using separate audio streams when available.
  </Step>

  <Step title="Meeting ends">
    When everyone leaves (or after 30 seconds of no participants), the bot automatically exits. A final high-quality transcript replaces the real-time segments.
  </Step>

  <Step title="AI analysis">
    The transcript is analyzed to generate: executive summary, key decisions, action items, risks, open questions, speaker statistics, and a momentum score.
  </Step>

  <Step title="Available in Recordings">
    The meeting moves from Upcoming to Recordings with full transcript and analysis available. CRM data can be extracted.
  </Step>
</Steps>

## Admin Features

Users with admin permissions see additional controls:

| Feature                 | Description                                                    |
| ----------------------- | -------------------------------------------------------------- |
| **Scope selector**      | Toggle between "My Meetings", "All Meetings", and "Unassigned" |
| **Owner column**        | See who owns each recording                                    |
| **Bulk assign**         | Select multiple recordings and assign them to a user           |
| **Bulk delete**         | Delete multiple recordings at once                             |
| **Everyone's Upcoming** | See all team members' upcoming events                          |