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Add a meeting that Kaizan AI did not record

Add a phone call, an in-person meeting or another meeting that Kaizan AI did not join, with a transcript or your notes.

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Written by James Caples

Who can do this: All users who can see the client folder

If Kaizan AI did not record a meeting, for example a phone call or an in-person meeting, you can add it yourself. Phone and in-person meetings now count in the CARE score, so you see risk sooner.

Add a meeting

  1. Open the client folder.

  2. Select Add meeting.

  3. Enter a title, a date and a time.

  4. In Where did it happen?, select where the meeting was, for example in person, phone, Teams or Other.

  5. In Who was there?, add the client stakeholders who attended. The list shows the client's stakeholders first. You must add at least 1 person in addition to yourself: a stakeholder, a new contact or a teammate.

  6. Add a transcript or notes. To use a transcript from a different tool, import it, for example a Granola export. Or write your own notes.

  7. Save the meeting.

Result: The meeting shows in the client folder. Kaizan uses the transcript or notes in the next weekly CARE score.

Tip: Write down what the client said, asked or agreed. These notes count towards the CARE score.

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