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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

The Meetings Connector gives your Agents access to your Cassidy Meetings library. When someone asks what was discussed, the Agent searches transcripts and summaries and returns answers with timestamped citations that link back to the recording. The Meetings Connector lets an Agent query your meeting library directly — no Knowledge Base import or sync setup. For step-by-step setup with screenshots, see Chat with your meetings.
The Meetings Connector respects your organization’s meeting sharing and permissions. Each user only sees meetings they have permission to view.
If you need meeting content alongside other documents in one Knowledge Base collection, you can import meetings to your Knowledge Base instead — or use both approaches for different Agents.

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What you can ask

Here are some things you can ask an Agent with the Meetings Connector:
  • “What did we decide about the Q3 roadmap in last week’s planning meeting?”
  • “Summarize my call with Acme Corp from yesterday”
  • “What has the engineering team said about the migration timeline across recent standups?”
  • “Find all meetings where pricing was discussed in the last month”
  • “What action items came out of this morning’s sync?”
For questions that span many meetings, the Agent automatically searches across multiple pages of results to build a complete picture. You can help by being specific about time ranges or participants.

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Next steps

Chat with your meetings

Choose your approach, then follow the full setup walkthrough with screenshots.

Get started with Meetings

Connect your calendar and start recording meetings.

Automate with Workflows

Trigger actions automatically when meetings end.

Explore all Connectors

See what other Connectors are available for your Agents.