Importing meeting recordings and transcripts into your Knowledge Base allows you to make valuable conversation insights searchable and accessible to your team.
Here's how to set up meeting imports:
Navigate to the Knowledge Base: Click on the "Knowledge Base" section in the left sidebar of your Cassidy homepage.
Select a folder: Choose the appropriate location where you want to import your meetings. This can be the main Knowledge Base area or an existing folder or collection.
Click the "+ New" button: In the top-right corner of the respective folder or main area, click on the "+ New" button to open the import options.
Choose "Meetings": From the dropdown menu, select "Meetings" to begin the process of importing meeting content to your Knowledge Base.
Enter Folder Name: Provide a descriptive name for the folder that will contain your imported meetings. This helps organize and identify the meeting content within your Knowledge Base.
Set Meeting Filters: Configure filters to specify which meetings you want to import.
Create AND / OR conditions based on Meeting Title, Meeting Owner, Meeting Owner Group, Organizer Email, Participant Names, or Invitee Emails
Delete conditions by clicking the trash icon
Preview and import: Review the meetings that match your specified filters to ensure you're importing the correct content. Once satisfied with the selection, click "Save & Import" to begin the import process.
Verify imported meetings: After the import completes, check your Knowledge Base to confirm that the meeting recordings and transcripts have been successfully added. The imported content will be organized within the folder you specified and can be searched and referenced by your team. To edit the sync settings, click "Configure Meetings Sync".
By importing meetings into your Knowledge Base, you can leverage Cassidy's AI capabilities to search through meeting content, extract key insights, and make important discussions accessible to your entire team.