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The My Meetings section on the Dashboard gives you quick access to your scheduled and completed meetings. Track upcoming calls, review past conversations, and filter by tags or date ranges.

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Accessing My Meetings

Navigate to My Meetings from the sidebar menu (under Dashboard).

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Meeting Tabs

Your meetings are organized into two tabs:

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Upcoming Meetings

The Upcoming tab shows your future meetings in chronological order. Each meeting card displays:
  • Meeting title
  • Date and time
  • Attendees
  • Associated account (if linked)
  • NoteTaker status (whether a bot will join)
If you want Statisfy’s NoteTaker to automatically join your meetings, configure it in Admin > Settings > NoteTaker Settings. See Managing NoteTaker Settings for details.

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Meeting History

The History tab shows completed meetings. Each entry includes:
  • Meeting title and date
  • Attendees
  • AI-generated summary (if NoteTaker was present)
  • Sentiment analysis
  • Tags applied to the meeting
Click on any meeting to view the full activity detail, including notes, key takeaways, and action items.
Meeting History shows the last 3 months by default. Older meetings are not deleted — to find them, open the customer’s account, go to AI Timeline, and filter Source by meetings. All past meetings for that account are available there.

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Filtering Meetings

Use the filters at the top to narrow your meeting list: Tag Filters:
  • Filter by one or more tags to find meetings related to specific topics
  • Tags are applied to meetings during or after the call
Date Range:
  • Select a predefined range (today, this week, this month)
  • Or set a custom date range to find meetings in a specific period
Click on any meeting in either tab to open the full activity record. From there you can:
  • Read the complete meeting notes
  • Review AI-generated fields (sentiment, key takeaways)
  • Add or edit tags
  • Share the activity with colleagues