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Before a call, Doris can tell you what is on record about the people and the deal. It can also record the call, so that you can review it after.

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Ask Doris for a prep brief

1

Open Home

Select Home in the sidebar.
2

Select Prep for next meeting

Select the Prep for next meeting shortcut below the composer. Doris sends “Prep for my next meeting” to chat.
3

Read the answer

Doris answers in chat. Ask a follow-up question in the same chat if you need more.
To prepare for a different meeting, type the request in the composer. Name the meeting or the company.

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Get a brief before each meeting

The Meeting Prep Brief flow sends you a brief before each meeting. To turn it on, see Flows. When the flow is on for you, Doris writes a brief 30 to 90 minutes before each external meeting on your calendar. The meeting does not need a deal. Doris then sends you a message with the title “Your meeting prep brief is ready”. Select Open your brief to read it. The brief has seven sections:
  • When / who
  • Meeting objective
  • What we know
  • Key questions to ask
  • Recommended agenda
  • Watch-outs
  • Best next step to secure
Each point in What we know cites its source.
Doris sends no brief when it finds nothing on record about the meeting. A brief built only from the invite would tell you nothing new.
After the call, the brief stays with the meeting. It shows in the Prep tab of the meeting page. See Review a call.

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Check your upcoming meetings

1

Open Meetings

Select Meetings in the sidebar.
2

Select Upcoming

Select Upcoming in the filter bar. The list shows your own external meetings, soonest first.
3

Read the Prep column

Ready means Doris has written a prep brief for that meeting. A dash means there is no brief yet.
Internal meetings and personal appointments do not show in this list.

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Make sure Doris records the call

Doris records a call when its notetaker joins the meeting. Your admin sets when the notetaker joins by itself. If it does not join by itself, you can send it.

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From the Upcoming list

The Bot column shows one switch for each meeting.
  • Record means the notetaker will not join. Select it to turn recording on.
  • Recording means the notetaker will join. Select it to turn recording off.
You cannot change the switch after the call starts. If Doris cannot turn recording on, it shows the reason. One reason is that your workspace is at its recording limit.

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For a meeting that is not on your calendar

1

Open Home

Select Home in the sidebar.
2

Select Send Notetaker

Select the Send Notetaker shortcut below the composer.
3

Paste the meeting link

Paste a Zoom, Microsoft Teams or Google Meet link.
4

Attach a deal (optional)

Search for an open deal and select it. Doris then links the call to that deal.
5

Send it

Select Send notetaker.
The notetaker joins as a participant. The host may have to admit it from the waiting room.

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Admin setup

Meeting capture and the calendar connection are admin tasks. See Sources.