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Tag meetings

Organize meetings with tags and use them in automations and search

Updated over a month ago

Tags let you organize your meetings by project, client, meeting type, or anything else. Once tagged, you can filter meetings by tag, use tags as conditions in automations, and mention tags with @ when asking the Assistant a question.

You can also have tags applied automatically–see Automatic meeting tagging.

Tag a meeting

There are a few ways to add or remove tags:

  • From Home: right-click an upcoming meeting.

  • From the Meetings page: right-click any meeting.

  • From inside a meeting: select + Add tag at the top, or hover over an existing tag to remove it.

Manage tags

Go to Settings → Tags to create new tags, update a tag's name, description, and color, or delete tags. Adding a description to a tag also improves automatic meeting tagging accuracy.

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