Meetings overview

Meetings in Slant capture every conversation — whether it’s an online video call, a phone call, or an in-person meeting — and turn it into searchable notes, summaries, and follow-up tasks using AI. Meetings appear automatically from your connected calendar, or you can create them manually from a household, other contact, or business. After a meeting is recorded or a transcript is uploaded, Slant generates an AI summary, detailed notes, and recommended tasks.

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Meeting types

Every meeting has a type that helps Slant organize your schedule and tailor AI output. You can set the type manually when creating a meeting, or Slant infers it automatically based on the participants and title. Slant starts with locked default types: Client review, Client check-in, Prospect, COI / partner, Internal, and Other. Admins can add company-specific meeting types from Settings → Data customizations → Meeting types. Custom types include a name, color, and AI description that helps Slant classify meetings and apply the right prompt guidance. You can change a meeting’s type at any time from the meeting detail page.

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The meetings page

Open Meetings from the sidebar to see all meetings in your book. The page has three built-in tabs:

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Upcoming

Shows future meetings from your calendar and any manually created meetings, grouped by day. Each meeting card displays the title, type, time, location or link, and participants. Click a meeting to see its details in a side panel where you can edit the title, type, associated households, and users, or add preparation notes. The message “To see meetings further in the future, check the calendar section” appears at the bottom — meetings beyond the near-term window are visible on the Calendar page.

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Processed

Shows past meetings that have been recorded or transcribed and processed by AI. Use this tab to quickly find meetings with summaries, notes, and tasks ready for review.

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All meetings

A full data table of every meeting in your book, past and present. Columns include:

• Meeting — the meeting title (click to open)
• Type — meeting type (editable inline)
• Date — when the meeting took place
• Participants — calendar participants
• Household — linked households (editable inline)
• Users — team members on the meeting
• Source — how the meeting was created (Calendar, Logged, Imported, Instant, Mobile app, or Phone call)
• AI processed — whether AI has generated content for this meeting

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All books

If you select All books from the book switcher, the Meetings page shows meetings from every book you can access. Each meeting shows which book it belongs to — a book label on the card, and a Book column on the All meetings tab. A calendar event shared across books appears once per book, so you can see each book’s copy. Most of the page — tabs, filters, search, and the meeting details panel — works the same in All books mode.

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Custom views

Click + next to the tabs to create a custom view with your own filters. Each view saves its filter configuration independently. You can rename, reorder, or delete custom views.

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Filtering and search

Use the quick filter chips at the top of the meeting list to filter by:

• User — meetings associated with a specific team member
• Meeting type — filter by one or more meeting types
• Date — filter by date range, before, or after a specific date

On the All meetings tab, additional filter options include:

• AI processed — show only meetings with or without AI content
• Meeting source — narrow the list by how each meeting was created: Calendar (from your connected calendar), Logged (manually logged), Imported (migrated from another CRM), Instant (ad-hoc recording), Mobile app, or Phone call. Select more than one to combine sources
• Filter — combine multiple conditions for advanced filtering

Use the icon to find meetings by title, household name, or participant name and email.

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How meetings are created

Meetings enter Slant in several ways:

• Calendar sync — meetings from your connected calendar appear automatically on the Upcoming tab. Online meetings with a video link (Zoom, Google Meet, Microsoft Teams, Webex, or Slack) are detected and the notetaker joins automatically.
• Start meeting — click Start meeting on the meetings page, or from a household, contact, or business detail page, to create a meeting manually.
• Phone calls — calls to a dedicated recording number are captured as meetings. See phone call meetings.
• Imports — meetings imported from another CRM appear with a source of “Imported.”

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Linking meetings to records

Each meeting can be filed under a household, an other contact, or a business, and linked to team members. Calendar participants are shown as email badges — click the + on a participant to create a new prospect, client, or other contact from that email. Linking a meeting to a record ensures it appears on that record’s Meetings tab and timeline, and helps Slant generate more relevant AI content. When you click Start meeting from a household, contact, or business, the meeting is automatically filed under that record.

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What happens after a meeting

When a meeting has a transcript — from the notetaker, a web recording, a phone call, or an uploaded file — Slant automatically generates:

• Summary — a concise overview of the key takeaways
• Notes — detailed, structured meeting notes
• Tasks — recommended follow-up action items linked to the meeting

You can review and edit all of this on the meeting detail page. You can also customize the AI prompts that generate this content.

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Keyboard shortcuts

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FAQ

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Next steps