Coffee

Learn how to add notes in Coffee to companies, people, or deals

Adding notes to a company, person, or deal

Learn how to manually create tasks in Coffee and attach them to people, companies, or deals

Creating tasks in Coffee

Learn how to filter tasks by status or date to find what you need faster

Filtering tasks

Learn how to review and follow up after a meeting — access summaries, recordings, transcripts, and next steps.

Meeting Follow-Ups

Learn how to join meetings from Coffee, access meeting prep, and manage recordings

Joining Meetings

Easily capture and organize your thoughts while in a meeting

Taking notes during meetings

Easily manage your to-dos by marking tasks as Low, Medium, or High priority.

Setting a task's priority

How to prevent the Coffee bot from joining a meeting or remove it from a meeting in progress

Removing the recording bot from meetings

Meetings, Notes and Tasks

Find answers and get help from Intercom Support and Community Experts

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