- The Meetings page
- A household, other contact, or business detail page
Meeting preparation
Slant automatically generates an AI preparation brief for upcoming meetings that have at least one linked household, contact, or business. The prep pulls from the linked record’s history, recent notes, past meeting summaries, and upcoming context to give you a quick refresher before the meeting starts. Prep is generated automatically when a household, contact, or business is linked to an upcoming meeting within the next 7 days. If you create a meeting three days from now and link a household, contact, or business, the prep generates right away. For meetings further out, prep is generated as the meeting enters the 7-day window. The more data Slant has on the linked record — notes, past meetings, tasks, and account details — the more useful the prep will be. If the prep content is useful, click Save as notes to copy it into the meeting’s notepad for reference during the meeting. You can customize the prep prompt to control what the AI focuses on.Online meetings
Online meetings are video or audio calls on platforms like Zoom, Google Meet, Microsoft Teams, Webex, or Slack. When you have a connected calendar, online meetings appear automatically on the Upcoming tab and the notetaker joins to record them. You don’t need to do anything — the notetaker handles recording and transcription.Create an online meeting manually
If you have an online meeting that isn’t on your calendar, create it manually so the notetaker can join:1
Click Start meeting
On the Meetings page, click Start meeting. You can also click Start meeting from a household, other contact, or business detail page to file the meeting under that record automatically.
2
Select the Meeting link tab
3
Fill in the details
Optionally select a Household, Contact, or Business to file the meeting under, plus a Meeting type. Enter a Title and paste the meeting URL into the Meeting link field.
4
Click Create meeting
The meeting is created and the notetaker is invited to join at the link you provided.
Phone call meetings
Slant can record and transcribe phone calls as meetings. There are two ways phone calls become meetings:Call the Slant recording number
Each book has a dedicated recording number. Call (888) 565-3692 from a phone number linked to your account, and Slant records the call and creates a meeting with a full transcript. To link your phone number:1
Open notetaker settings
Go to Settings → Notetaker and select your book’s tab.
2
Add your phone number
Under Allowed inbound phone numbers, click Add phone number and enter the number you’ll call from.
Phone integration
If you have a phone integration that transcribes calls, you can create meetings from eligible calls automatically. Go to Settings → Phone and SMS, select the book tab, and turn on Automatically create meetings for transcribed phone calls. Slant creates one meeting after a call settles and receives a transcript when the phone number matches one person in the book.This setting applies only to phone calls in the selected book. Calls without a transcript or with an ambiguous person match do not create meetings.
In-person meetings
For meetings that happen face-to-face without a video link, you can record from Slant on the web or use your phone.Record with the mobile app
Use the Slant CRM app on iPhone or Android. When finished, tap the stop button, then the cloud upload button. On iPhone, go to Settings → General → Background App Refresh. Choose Wi-Fi or Wi-Fi & Cellular Data, then enable Slant CRM in the app list. iOS can delay background uploads; Low Power Mode disables Background App Refresh. If you see Recording saved on device, the audio is saved locally but hasn’t finished uploading. Tap View in files, or find the recording here:- iPhone: Files → Browse → On My iPhone → Slant CRM → Recordings.
- Android: Open your file manager → Internal storage → Recordings → Slant. Labels vary by phone.
Record on web
Record directly from your browser:1
Click Start meeting
On the Meetings page, click Start meeting. You can also click Start meeting from a household, contact, or business detail page to file the meeting under that record.
2
Select the In person tab
3
Fill in the details
Optionally select a Household, Contact, or Business to file the meeting under, plus a Meeting type, and Title.
4
Click Record on web
Your browser begins recording audio. A recording indicator appears on the meeting page.
5
Stop recording when finished
Click the stop button to end the recording. Slant processes the audio and generates a transcript.
Call my phone
Slant can call your phone to record the meeting. This is useful when you want to capture an in-person conversation using your phone’s microphone:1
Click Start meeting
On the Meetings page, click Start meeting. You can also click Start meeting from a household, contact, or business detail page to file the meeting under that record.
2
Select the In person tab
3
Fill in the details
Optionally select a Household, Contact, or Business to file the meeting under, plus a Meeting type, and Title.
4
Click Call my phone
Slant calls the phone number on your account. Answer the call and place your phone near the conversation to record.
Record from the meeting detail page
You can also start recording from an existing meeting’s detail page. Open any upcoming or current meeting, and use the Record button to choose Record on web or Call my phone.Upload a past meeting
If you have a recording or transcript from a meeting that already happened, you can upload it to Slant:1
Click Start meeting
On the Meetings page, click Start meeting. You can also click Start meeting from a household, contact, or business detail page to file the meeting under that record.
2
Select the Past meeting tab
3
Fill in the details
Select a Household, Contact, or Business to file the meeting under, plus a Meeting type. Enter a Title, and set the Date and Time when the meeting took place.
4
Attach a recording or transcript
Under Attachments, click Add recording to upload an audio or video file, or click Add transcript to upload a text file (.txt or .vtt).
5
Add notes (optional)
Enter any additional context in the Notes field.
6
Click Create meeting
The meeting is created and Slant begins processing the recording or transcript.
Upload to an existing meeting
You can also upload a recording or transcript to a meeting that already exists. Open the meeting detail page and click Upload, then choose Upload recording or Upload transcript.Transcript uploads accept .txt and .vtt files up to 500,000 characters. If a transcript already exists, you’ll be asked to confirm the replacement.
FAQ
What's the difference between the three Start meeting tabs?
What's the difference between the three Start meeting tabs?
In person creates a meeting you record live using your browser or phone. Meeting link creates a meeting with an online link so the notetaker can join. Past meeting lets you log a meeting that already happened and upload a recording or transcript.
Can I create a meeting without recording it?
Can I create a meeting without recording it?
Yes. You can create a past meeting without uploading any attachments, or create an in-person meeting and skip recording. You can always add a recording or transcript later from the meeting detail page.
What audio formats can I upload?
What audio formats can I upload?
Slant accepts common audio and video formats for recording uploads. For transcripts, use .txt or .vtt files.
Next steps
Notetaker
Learn how the notetaker automatically records online meetings
Meeting review
Review AI-generated summaries, notes, and tasks after a meeting