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Meetings Overview

Meetings are one of the best ways for Sapience to accelerate your work life.

Sapience Meetings: Turn Every Meeting Into Context


Overview & Walkthrough

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Sapience Meetings is game-changing for those who spend a lot of time in video conferences or conference rooms (most of us!). Please note that some of these features require Power User license seats or higher to access.

What is Sapience Meetings?

Sapience Meetings is the part of Sapience that captures, transcribes, and summarizes your work meetings — Zoom calls, Teams calls, Google Meet calls, and even meetings that happened before you started using Sapience — and turns each one into a searchable note your agents can read and reason about.

Every meeting becomes a note in your Sapience workspace with:

  • A clean transcript
  • An AI-generated summary
  • A list of decisions and action items
  • Deep links to the original audio and video recordings

Once a meeting is in Sapience, it's no different from anything else you've put there. Ask your agent "what did we decide about the Q3 budget last week?" and it can find the answer.


Why does this exist?

Sapience is at its best when it has rich context about your work life. Notes, files, and projects are great — but meetings are the single richest source of context most knowledge workers have, and almost all of it is locked inside recordings nobody ever watches again.

Product Design Goals

As we have built Sapience over the years, we have always had two goals in mind:

  • Re-imagine Executive Work AI First: if an executive spends more than 2-3 hours on “a thing” in a week, how can we use AI to make this activity fundamentally better for the executive?
  • Enable Agents as Force Multipliers: how can we take this human-executive activity, and make it available as data/context for Sapience, so that the exec can now deploy a team of AI Agents to do more work, better work, faster and cheaper than ever before?

Outcome

Several things happen when meetings flow into Sapience:

  1. Your life is easier: you get clear summaries of discussions, with action items by human. You can then manage that through Sapience Projects, or add it to your other workstreams.
  1. Sapience gets smarter about you. Your agents can pull from what was actually said in the room, not just what you remembered to type up afterwards.
  1. You get less meeting fatigue. You can skip a meeting and read its summary in 60 seconds. You can search for "what did Priya say about the API contract?" and jump straight to the timestamp where she said it. You stop being the person who has to take notes for everyone else.
The goal is not to replace you in meetings. It is to make sure no good idea, decision, or commitment ever gets lost in a 47-minute recording you'll never re-watch.

How meetings get into Sapience

There are four ways to get a meeting into your Sapience workspace. Pick whichever one fits the situation.

Method
Best for
Setup required
Meet Now
Ad-hoc calls, calls in apps Sapience can't auto-join
None — instant
Unique meeting email
Calendar invites you didn't create yourself
Copy your address once
Process an existing recording
Meetings that already happened, or audio you have on disk
None — just upload
Calendar integration
Recurring meetings on your work calendar
Connect once

Each method ends in the same place: a meeting note in your workspace. Mix and match them.

1. Meet Now

Click Meetings anywhere it appears (the dashboard tile, Menu → Manage → Meetings, or press Alt+M) and Sapience opens the Meet Now dialog. Paste a Zoom, Teams, or Google Meet link and a Sapience notetaker bot joins the call as a participant. The bot waits in the lobby if your call has one — admit it the same way you'd admit any other guest.

When the meeting ends, you'll get a meeting note in your workspace within a few minutes.

Tip: Meet Now is the fastest path. Use it for impromptu calls, for calls scheduled in tools that don't surface to your calendar, or any time you don't want to wait for calendar sync.

2. Your unique meeting email

Every Sapience account gets a unique meeting email address. When you forward a calendar invite to it — or invite that address as a guest on a meeting — Sapience reads the conferencing link out of the invite and queues a notetaker for that meeting.

This is the right tool when:

  • Someone else sent you the calendar invite and you want a notetaker on the call
  • You don't want to connect your full calendar but you do want notes on specific meetings
  • You're using a calendar Sapience doesn't integrate with directly

To find your address: open the Meet Now dialog and copy it from the "Forward invites here" section. Save it as a contact in your address book — you'll use it often.

3. Process an existing recording or file

If a meeting already happened — and you have the audio, video, or even a written transcript — you can upload it directly. Sapience will:

  • Run the audio through transcription
  • Generate a summary, action items, and a clean note
  • Link back to the file you uploaded so you can replay specific moments

This is great for recordings you exported from Zoom or Teams, voice memos from a hallway conversation, an interview you recorded on your phone, or even a transcript someone else produced.

Use the same modal — Meetings → Process an existing file — and drop the file in.

4. Calendar integration

Connect your Google Workspace or Microsoft 365 calendar once, and a Sapience notetaker auto-joins every meeting on your calendar that has a recognized conferencing link (Zoom, Teams, or Google Meet). No per-meeting setup. No forwarded invites. It just works.

Heads up: Calendar integration is available to Power Users and above.

To connect: open Meetings → Calendar Integration and authenticate with Google or Microsoft. Sapience asks for read-only access to your calendar — it does not create, modify, or delete events.

Once connected, the Upcoming Meetings list shows every meeting on your calendar with a conferencing link. Each row has an Attend / Skip toggle:

  • Attend (default) — the notetaker will join this meeting
  • Skip — the notetaker will not join this one

Use Skip for sensitive 1:1s, therapy appointments, doctor visits, or any call you don't want recorded. The toggle is per-meeting; it doesn't affect anything else.


What's new in May 2026

A handful of meetings improvements shipped this month. None require any action on your part.

Calendar notetaker dispatch is now reliable

Previously the underlying mechanism that fires the notetaker for calendar-scheduled meetings wasn't fully wired up — calendar-scheduled bots could miss their meetings. The fix has been applied retroactively to every connected calendar. If you connected your calendar before May 2026, you don't need to disconnect and reconnect; it just works now.

This applies to both Zoom and Microsoft Teams meetings on Google and Microsoft calendars.

Recordings section on every meeting note

After a meeting note is published, a new ## Recordings section is appended automatically with deep links to the captured audio and video files. One click takes you from the meeting note straight to the playable file.

Useful when the summary mentions a quote you want to verify, or when you want to share a 30-second clip of a specific decision rather than the whole transcript.

Clearer Skip / Attend labels on the Upcoming list

The Upcoming Meetings list now shows an explicit Attend label next to the existing Skip toggle, so it's unambiguous which side means "the bot will join" vs. "the bot will skip this one." Previously the toggle was easy to misread.

Better post-meeting notification email

The notification email you receive after a meeting now contains the meeting digest inline — action items at the top, then the summary, then a deep link to the full note. Previously the email contained only the link, which meant another click before you could see anything useful.

If you only have time for one piece of follow-up after a meeting, this email gives you everything you need.


Tips for power users

  1. Use Skip aggressively. Connecting your calendar doesn't mean every call gets recorded. Triage your week on Monday: leave Attend on for working sessions and standups, switch Skip on for 1:1s and anything sensitive. The default is "Attend" because most meetings do benefit from notes — but the override is there for a reason.
  1. Forward invites you didn't create. Even with calendar integration on, you might be invited to meetings on a different calendar (a partner's calendar, an external client's). Forward those invites to your unique meeting email so they show up in Sapience too.
  1. Drop old recordings in. If you have months of Zoom recordings on a hard drive, batch-upload them. Once they're in Sapience, your agent can mine them for context the same way it can with new meetings.
  1. Search the recordings, not just the notes. The ## Recordings section means every meeting note links back to the source media. When the summary says "we agreed on $X" but you want to hear the exact phrasing, the recording is one click away.
  1. Combine meeting notes with project knowledge libraries. Add the meeting note to a project (drag it onto the project, or use the "add to project" action on the note) and the project agent can reason about that meeting whenever you chat with it.

Frequently asked

Does the bot announce itself? Yes. The notetaker joins as a clearly-named participant. Anyone in the meeting can see it.

Can I delete a meeting after the fact? Yes. The meeting note works the same as any other note — open it, delete it, and the recording links go with it.

What if my meeting doesn't have a conferencing link? The notetaker only joins meetings that have a recognized Zoom, Teams, or Google Meet link in the invite. In-person meetings don't auto-record; for those, use Process an existing recording with audio you captured yourself.

Who can see my meeting notes? Only you, by default. Meeting notes follow the same sharing model as every other note in Sapience — share them with a project, with a teammate, or keep them private.

What about audio quality on bad calls? Transcription quality depends on the audio quality of the call. Echo, very strong accents, and overlapping speech reduce accuracy. If a transcript looks rough, the source audio was rough.


 
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