MountDev Ops Meetings

What Meetings Is

Meetings keeps every meeting with your clients and prospects in one place: when it was, who came, the agenda, your notes, what was decided, and who does what next. A meeting links to a CRM company, contact, and deal, and to a project once Projects is added. You can hold it by video right in the browser, with guests who need no account. Its recording and transcript sit on the meeting's own page, where you can watch the recording from any point and read the transcript beside it.

Recordings and transcripts are encrypted with your company's own key before they are stored, and every play and download is written in your Activity Log. After the meeting, you can send the attendees a summary, and nothing goes out until you have seen it and chosen who gets it.

Meetings comes with CRM, so adding Meetings adds CRM too.

In These Docs

• Meetings and Meeting Pages: the Schedule, adding a meeting, a meeting's page, linking it to a project, and deleting it.
• Agenda, Notes, Decisions, and Summary: writing them on the meeting's page, and what AI agents may draft.
• Attendees: people on your team, CRM contacts, and guests.
• Action Items: who does what by when, marking them done, and turning them into Projects tasks.
• Video Meetings: meeting by video in the browser with your team and guests, recording, and minutes.
• Recordings and Transcripts: uploading, watching, reading the transcript beside the recording, and who can open them.
• Time on Meetings: logging a meeting's time or timing it, and what it bills to.
• Summary Emails: seeing the summary, choosing who gets it, and undoing it.
• Meetings Settings: the sending address, sender name, and time zone.

Starting Modules

Like every module, each can be changed, given its own icon, turned off, or deleted on Meetings' Settings page, the last item of its menu (Modules and Fields), and members' access comes from their Meetings role, set in Settings, Permissions (Permissions).

• Meetings: title, starts, ends, status (Scheduled, Held, or Canceled), company, contact, deal, where, agenda, notes, decisions, and summary.
• Attendees: name, meeting, kind (Team member, Contact, or Guest), email, and contact.
• Action Items: action item, meeting, who, due, status (Open or Done), and Projects task.

Who Sees What

Meetings uses the same roles as every app, given to each person in Settings, Permissions (Roles, Permissions):

• No access (anyone without a Meetings role): Meetings is hidden for them, and every Meetings action refuses them.
• Owners and admins see every meeting.
• Manager: sees and changes every meeting.
• Team member: sees and changes only the meetings they own (the ones they added, or that were given to them).
• Viewer: sees every meeting, plays its recordings, and changes nothing.

Whoever may see a meeting may play its recordings and read its transcripts. Whoever may change it may upload, rename, and delete them. A meeting someone may not see does not show anywhere for them.

A role can also hide a field or make it read only, such as a meeting's Notes or an attendee's Email. A hidden field never shows for them in Meetings: not on the Schedule, a meeting's page, its attendees, or the summary they look at, and a search never finds a meeting by it. A read-only field shows and cannot be changed.

Contacts and projects are picked by typing: start typing a name and choose from up to 8 matches, only ones you may see.

For AI Agents

An AI agent you connect can read meetings (meetings.home, meetings.meeting.get), draft the agenda, notes, decisions, and summary (meetings.notes.save), add action items and mark them done, link a meeting to a project, and look at a summary email before a person sends it. It can never send a summary, add or remove attendees, delete a meeting, or open, play, download, or upload a recording or transcript. Everything an agent does is marked "AI agent" in the meeting's history and the Activity Log.