Meeting quickstart

From an empty desk to a shareable set of minutes, in five minutes. Route #/meeting, command /meeting.

Before you start

Requirement	Where	Needed for
Transcription enabled with a configured provider	Settings -> Voice	Record and Import audio
A chat model	Settings -> Models	Minutes, summaries, action lists
TTS provider and a Pro, Ultra, or Team plan	Settings -> Voice	The optional Listen button

The status pill in the toolbar tells you where you stand. Green means transcription is ready and shows the active provider. Amber means it is not, and clicking it opens Settings -> Voice. While it is amber, Record and Import stay disabled on purpose rather than failing halfway through a meeting.

Five steps

Create the meeting. Click the plus button in the toolbar. Rename it in the title field, since the title becomes the export folder name (meetings/<slug>/).
Pick a template next to the title: Standard minutes, Executive brief, Sales discovery, Stand-up / sync, or Interview notes. The template drives every summary action, so choose it before running them.
Capture. Press Record to stream the microphone, or Import audio for a file you already have. The transcript fills the Transcript tab while the meeting runs.
Generate the report. Open the Report tab and click Generate report. One model call turns the transcript into template-driven minutes, rendered right there next to the metadata, the detected decisions and actions, and the formatted transcript. Nothing goes through the chat.
Export. At the bottom of Transcript (or Notes), Markdown and HTML download instantly and PDF opens the print dialog. DOCX is the one format still written by the agent.

The Actions tab remains for the jobs that genuinely need the agent: DOCX packs, follow-up emails saved to disk, high-accuracy cleanup passes, visual recaps.

Full width and the chat

The double arrow button in the toolbar expands the desk over the whole window and hides the chat column. Use it while you take notes during a call. As soon as you run an action or ask a question, the chat comes back on its own, because that is where the agent answers.

Where the files land

meetings/<slug>/
  transcript.md
  minutes.md
  actions.md
  follow-up.md
  chat.md
  meeting-report-<timestamp>.html

Next steps

Label who spoke in the Notes tab, then run Identify speakers for a labeled transcript.
Import your calendar in the Calendar tab so upcoming meetings show a join link.
Write your own template in the Templates tab when the built-in five do not match your report format.