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
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.
AI-generated content
When a transcript is available, Slant automatically generates three types of content: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.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.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.
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.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.Find and replace
Use find and replace to correct recurring errors in the transcript — for example, a misspelled name or technical term. Open the … menu and choose find and replace, 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.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.Attachments
You can attach files to a meeting alongside its recap — for example, the slide deck, an agenda you handed out, or a screenshot taken during the call. The Attachments section appears on past meetings. Click the + button to add an attachment:- Upload file — pick a file from your computer.
- Attach from [provider] — open the file picker to select a file from your connected file storage provider. Slant stores the link, so the file stays in the provider.
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.
When your recording retention settings remove a meeting’s notetaker media, Slant removes the notetaker video and generated transcript. The AI summary and meeting notes are kept, so the meeting still appears on the Processed tab. The transcript area explains that the transcript has been removed according to your retention settings, and download options only appear for content that is still available.
Share a meeting
You can share a meeting’s recording and content with people outside your Slant team through the client portal.Enter the recipient's details
Enter the recipient’s email address, and optionally their first and last name.
Create a project from a meeting
Open the … (three-dot menu) on the meeting detail page and select Create project to start a project from the meeting. If the meeting is linked to exactly one household, that household is pre-filled on the create form. After the project is created, a Project created message appears with a View project link to open it.Delete a meeting
Open the … (three-dot menu) in the top-right corner of the meeting detail page and select Delete meeting.FAQ
Can I regenerate AI content for a meeting?
Can I regenerate AI content for a meeting?
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.
Can I edit the AI-generated notes?
Can I edit the AI-generated notes?
Yes. The notes section is fully editable. Changes you make are saved automatically and won’t be overwritten unless you explicitly regenerate.
What if the transcript has errors?
What if the transcript has errors?
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.
Who can see a shared meeting?
Who can see a shared meeting?
Next steps
Customizing meeting AI
Customize the AI prompts for summaries, notes, prep, and tasks
Tasks
Manage follow-up tasks generated from your meetings