Meetings

The Meetings page shows every meeting in your organization — synced automatically from Fireflies.ai or logged manually. Each meeting includes attendees, AI-generated summaries, the full transcript, action items, and notes.

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Meeting list

Meetings display as cards showing title, date, duration, an overview snippet, and the linked account. Use the controls at the top to search, filter, and sort. When a search matches the body of a transcript, a Transcript snippet is shown beneath the overview with the matched phrase highlighted, and clicking through opens the meeting straight to the highlighted moment in the conversation.

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Filters

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Sort options

• Most Recent (default)
• Oldest First
• Title A–Z / Z–A

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Meeting detail page

Click any meeting to open the detail view.

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Header

Date and time, duration, organizer, and attendee count. A dropdown menu provides quick links to view the meeting in Vitally or Fireflies (if synced), refresh details from Fireflies, or delete the meeting.

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Notes

Above the main content, a shared Notes thread lets you and teammates leave notes on the meeting. Notes are attributed and timestamped; only the author can delete their own note.

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Content tabs

The main meeting content is grouped into a single card with three tabs: Summary — Combines the bullet-point Gist of key takeaways with the longer AI-generated narrative Summary. Transcript — The full conversation, rendered as chat-style speaker bubbles with timestamps, color-coded per speaker. A search box in the tab header lets you find any phrase in the transcript: matches are highlighted in yellow, the active match in orange, and Enter / Shift+Enter (or the up/down arrows) jump between hits. The tab is hidden if no transcript or sentences are available for the meeting. Action Items — Parsed from the transcript and grouped by person. Each item has buttons to create a Zudo task directly from it (auto-linked to the meeting and account) or send it to Things.

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Sidebar

Attendees — Everyone on the call, with an “Internal” or “Guest” badge. You can add attendees manually. Linked Account — The account this meeting is associated with. Zudo auto-links meetings by matching attendee email domains to your contacts. You can also link or change the account manually. Related Issues — Issues linked to this meeting, if any.

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Logging a meeting manually

Click Log Meeting from the meetings list or from an account’s dropdown menu. Fill in:

• Title (required)
• Account (optional, searchable)
• Date, start time, end time (optional)
• Overview (optional)

Manual meetings appear in the list and on account timelines alongside synced meetings.

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How meetings affect health scoring

Meeting frequency is one of the five health score factors. Accounts you meet with regularly score higher in that dimension.