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After a meeting is recorded or a transcript is uploaded, Slant processes the content and generates AI-powered outputs. The meeting detail page is where you review, edit, and act on everything.

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Open the meeting detail page

There are several ways to open a meeting:
  • Click a meeting title on the Upcoming, Processed, or All meetings tab
  • Click a meeting title in the All meetings data table
  • Click a meeting from a household’s or contact’s timeline
The meeting opens in a full page with the title, metadata, and all AI-generated content.

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Meeting details

The top of the page shows editable meeting metadata:
  • Title — click the title to edit it inline
  • Date and time — the scheduled or actual meeting time. You can edit the date and time for manually created meetings. Calendar-synced meetings reflect the calendar event time.
  • Meeting type — click the type label to change it. If AI content already exists, Slant asks whether to reprocess or change the label only. See meeting types.
  • Meeting link — the online meeting URL, if one exists
  • Users — team members associated with this meeting. Click + to add a user or x to remove one.
  • Participants — calendar event participants shown as email badges. Click + on a participant to create a new prospect, client, or other contact from that email and link them to the meeting.
  • Notepad — a rich text area for your own manual notes. This is separate from the AI-generated notes.

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AI-generated content

When a transcript is available, Slant automatically generates three types of content:

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Summary

A concise overview of the meeting’s key takeaways, decisions, and action items. The summary appears as a short text block and is designed to be scannable in the meeting list.

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Notes

Detailed, structured notes generated from the transcript. Notes are organized with headings and bullet points covering the main topics discussed, decisions made, and follow-ups mentioned. You can edit the AI-generated notes directly on the meeting detail page.

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Tasks

Recommended follow-up action items extracted from the conversation. These are tasks linked to the meeting and appear in your task list.
AI-generated tasks can require approval before being added to your task list. Enable Require task approval before creation in Settings → Prompts → Meeting prompts to review and accept or reject each suggested task.
While AI content is being generated, a processing indicator appears on the meeting. The page refreshes automatically when processing completes.

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Transcript

The full transcript shows each speaker’s contributions with timestamps. Click any line in the transcript to jump to that point in the video or audio recording.

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Rename speakers

If the transcript identifies speakers by generic names, you can rename them. Click a speaker name in the speakers list to edit it. Speaker name changes apply throughout the transcript.

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Find and replace

Use find and replace to correct recurring errors in the transcript — for example, a misspelled name or technical term. Click the find and replace button, enter the text to find and the replacement, and optionally enable case-sensitive matching. Slant shows how many replacements will be made before you confirm.

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Video and audio playback

If the meeting was recorded, the video or audio player appears at the top of the meeting detail page. The player syncs with the transcript — clicking a transcript line jumps the playback to that moment, and the transcript highlights the current line during playback. You can collapse the video player to focus on the transcript and notes.

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Download meeting content

Click the button to save meeting content to your computer:
  • Download transcript — saves the transcript as a DOCX file
  • Download video — downloads the meeting video recording
  • Download audio — downloads the audio track only
Download options only appear when the corresponding content exists. A meeting without a recording won’t show video or audio download options.

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Share a meeting

You can share a meeting’s recording and content with people outside your Slant team through the client portal.
1

Open the share options

On the meeting detail page, click the Share button.
2

Enter the recipient's details

Enter the recipient’s email address, and optionally their first and last name.
3

Send or copy the link

Click to send an email with the portal link, or copy the link to share it yourself.
Each recipient gets a unique portal link. You can revoke access at any time from the share panel.

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Delete a meeting

Click the icon in the top-right corner of the meeting detail page to delete the meeting.
Deleting a meeting permanently removes it along with all associated recordings, transcripts, AI-generated content, and tasks. This cannot be undone.

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FAQ

Yes. If the AI output doesn’t look right, you can regenerate the summary, notes, and tasks. This reprocesses the transcript and replaces the existing AI content.
Yes. The notes section is fully editable. Changes you make are saved automatically and won’t be overwritten unless you explicitly regenerate.
Use the find and replace feature to fix recurring mistakes, or rename speakers that were identified incorrectly. You can also edit the notes directly to correct any AI misinterpretations.
Only the specific person you share the meeting with can access it via their unique portal link. You can revoke access at any time.

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Next steps

Customizing meeting AI

Customize the AI prompts for summaries, notes, prep, and tasks

Tasks

Manage follow-up tasks generated from your meetings