Skip to main content
Slant supports three ways to create a meeting: recording an in-person conversation, joining a virtual meeting via link, or logging a past meeting after the fact.

​
Start a meeting

1

Click 'Start meeting'

Click Start meeting in the calendar header.
2

Choose a meeting type

Select one of the three options: In person, Meeting link, or Past meeting.
3

Fill in details

Optionally select a household, meeting type category, and title.
4

Create the meeting

Click the action button to create the meeting.

​
In-person meetings

Record a face-to-face conversation using your device microphone or phone.
1

Select 'In person'

Choose In person from the meeting creation dialog.
2

Add details

Optionally select a household, meeting type, and title.
3

Start recording

Click Record on web to record through your browser microphone, or click Call my phone to record via a phone call to your device.
After you stop and upload the recording, Slant generates a transcript, AI summary, and follow-up tasks. Join and record a virtual meeting using a video conferencing link (e.g., Zoom, Google Meet, Microsoft Teams).
1

Select 'Meeting link'

Choose Meeting link from the meeting creation dialog.
2

Paste the meeting link

Enter the video conferencing URL.
3

Add details

Optionally select a household, meeting type, and title.
4

Create meeting

Click Create meeting. The notetaker joins the meeting automatically if enabled.

​
Log a past meeting

Record a meeting that already happened, including optional recordings or transcripts.
1

Select 'Past meeting'

Choose Past meeting from the meeting creation dialog.
2

Set the date and time

Select the date and time when the meeting occurred. The time must be in the past.
3

Add details

Optionally select a household, meeting type, and title.
4

Attach files (optional)

You can attach:
  • A recording — Upload an audio or video file
  • A transcript — Upload a .txt or .vtt file, or paste text directly
5

Add notes (optional)

Enter any notes or key points from the meeting.
6

Create meeting

Click Create meeting to log the meeting record.
If you attach a recording or transcript, Slant processes it to generate an AI summary and follow-up tasks.

​
Meeting type categories

When creating a meeting, you can assign a type category to help organize your meetings:
TypeUse for
ReviewAnnual or periodic reviews
ProspectMeetings with potential clients
Check-inRegular client check-ins
InternalTeam or internal meetings
OtherAny meeting that does not fit the above
Slant also infers the meeting type automatically based on the meeting title and linked households.

​
From a client record

You can also start a meeting directly from a client or prospect record using the Start meeting button in the household header. The meeting is automatically associated with that household.

​
Next steps

Notetaker

Set up automated meeting recording

Reviewing meetings

Access recaps and transcripts