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Check your upcoming meetings for Purpose and Recording

Keeping your meetings organized ensures you get the most out of Avoma’s automated notes and insights. Reviewing your upcoming meetings once a week helps avoid surprises and ensures every call is set up correctly.

Avoma automatically extracts notes and insights based on the Purpose and templates applied to each meeting. If a meeting is misnamed, missing a Purpose, or recording is off when it shouldn’t be, important parts of the conversation might not be captured as expected.

This article provides quick steps to review your meetings, apply the right Purpose, and confirm recording settings, so you always get high-quality transcriptions and notes.

1. Go to your meetings tab and click on Upcoming to view all meetings for the week ahead.

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2. Open each upcoming meeting and ensure the correct Purpose is applied. If needed, select the right template to help Avoma extract the right notes automatically.

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3. You can also enable the Auto-set Meeting Purpose automation to ensure every meeting is correctly tagged with the right Purpose based on your team’s workflow. This helps you avoid misaligned templates, missed scorecards, or inaccurate meeting reports.

If you have any questions, please reach out to our team at help@avoma.com.