Every recording the Meeting Assistant captures lands in a folder. Set a default so nothing goes stray, then add conditions that send particular meetings somewhere more specific.
Set the default folder
- Open the Meeting Assistant page.
- Select Assistant Preferences at the top right. A dialog opens.
- Select the Meeting Routing to Folder tab in the left menu.
- Pick a folder from the Default Folder dropdown. Until you choose one it reads
-- Select Folder --. - Select Save.
From then on, every meeting the assistant records is uploaded to that folder.
Route specific meetings elsewhere
Conditions match on the calendar event’s title, so a recurring call can file itself away from the default. You can add as many as you need.
- On the Meeting Routing to Folder tab, select Add Condition.
- Fill in Event Title with the words to match. Speak suggests your upcoming calendar events as you type, so you can pick one instead of retyping it.
- Set Condition to either Contains or Exact Match. Contains matches any title with those words somewhere in it. Exact Match matches only the title in full.
- Choose the destination in Save To Folder.
- Select Save.
To remove a condition, select the bin icon in its Delete column.
Every condition needs both an Event Title and a Save To Folder value. Speak will not save the tab while either one is empty.
Want a hand setting this up? Book a free consult and we’ll do it together on your account.
Related: Meeting Assistant · Auto-join