Note: Most users set their past meeting dashboard to show only THEIR meetings and only READY meetings. This is a great practice. Just remember that these filters exist, and that you may have to remove them to find other meetings.

Each row on the dashboard represents a different meeting.

The following information is included within each row:

1. The meeting title

2. The meeting owner (this is the UpdateAI owner, if multiple UpdateAI users participate in one call, the meeting will be owned by the user with the most time using UpdateAI)

3. The date and time of the meeting

4. A Details link (to view number of participants, account, owner, etc.)

5. The meeting status (this refers to the processing status and the options include not started, skipped, limited dialogue, and ready; if you see anything other that ready it likely means the meeting was not recorded due to something in your settings or the hosts settings)

6. The meeting type (internal or external)

7. The meeting category (we automatically detect the meeting type based on invite metadata. If we've incorrectly associated a meeting to a meeting type, you can adjust this)

8. The CRM account connected to this meeting OR the domain connected to this meeting (if we did not detect an account) OR a note saying no accounts were found

9. The visibility setting (this defines who can see the contents of this meeting; only the owner can change the visibility from Workspace to Invitee Only, or the reverse; we recommend as many meetings as possible be set to Workspace to get the most from UpdateAI insights

10. The option to Favorite a Recap OR Remove a Recap (this is only available to the meeting owner)