After a meeting ends, Coffee automatically creates follow-ups to help you take action right away.
Where to find meeting summaries
You can access your meeting summaries in several locations:
Today page: View summaries for meetings when you view dates in the past.
Meetings page: Access a full chronological list of all past meetings you've recorded in the sidebar.
Associated profiles: Summaries are automatically attached to the specific Company, People and Deals involved in the meeting.
To see past meetings on your Today page:
Go to the Today tab.
Click Past.
What is included in a summary
Each meeting entry provides a comprehensive overview of the session:
AI Summary: A high-level overview of the key discussion points.
Recording and transcript: The full video/audio record and a searchable text version of the conversation, along with a speaker breakdown.
Notes: This includes both AI-generated notes and any notes you created manually during or after the session.
Follow-up email draft: A ready-to-use email draft based on the meeting context.
Suggested tasks: AI-identified action items that you can quickly add to your task list.
Reviewing the recording in expanded view
Expand the recording into a side-by-side view to read the transcript while you watch, and to create clips from key moments.
Open the meeting's Recording tab.
Click the expand icon in the top right corner of the meeting window.
The transcript moves to the left and the recording plays on the right. The transcript automatically scrolls and highlights the line matching the current playback position.
Playback controls
Use the controls below the recording to move through a meeting quickly:
Skip back 15 seconds: Click the rewind icon (15s) to jump back.
Skip forward 15 seconds: Click the fast-forward icon (15s) to jump ahead.
Playback speed: Click the speed control (1x by default) to play back at up to 2.5x speed.
Creating a clip
Save a specific moment from a meeting as a clip you can play back or share on its own.
Highlight the transcript text covering the moment you want to save.
Click Clip.
The clip is added under Clips, above the speaker breakdown. From there, you can rename the clip, play, share, or delete it.
Collaborative meetings
If two or more Coffee users are in the same meeting, only one Coffee bot will join the call to represent both users. The resulting summary and data will be available to all people in the workspace who were in that meeting.