Introducing Meeting Tags: A simpler way to track meeting

Think about the last time you wrapped up a meeting.

The conversation was good, you jotted down a couple of notes … and then what?

Maybe you left yourself a reminder in Slack, or scribbled “follow up later” on a sticky note. But when your teammate went looking for the outcome of that meeting, they couldn’t find it. 

Multiply that across dozens of meetings every week, and suddenly you have a real problem on your hands.

One of the most common requests we kept hearing from our users was, “We need a better way to track what happens with meetings.”

But it wasn’t just about what happened in the meeting. It started the moment someone booked.

With no way to quickly clarify, our users were left wondering things like, Is this person a new client or a returning client? Do they need to bring certain documents? Should the team prep in advance?

And after the meeting, the questions kept piling up:

• Did they show?
• Do we need to follow up?
• What’s next?

Unless our users had developed an internal process for tracking these details, there was no quick way for them to find this information. And that was a problem.

So we set out to solve it.

Introducing Meeting Tags

Our ethos has always been to give you the power of advanced tools without adding any unnecessary complexity. For the last several months, we’ve been on a quest to create a solution that quickly addresses this problem without adding any unnecessary hassle.

After months of brainstorming, testing, and trial-and-error, we’re thrilled to share that we finally found a solution.

And that solution? Meeting Tags.

Meeting Tags give you a simple, flexible way to classify and track meetings from the second they’re scheduled to the moment they’re wrapped.

For example, you can add tags like “Ready”, “No Show”, “Should Follow Up”, “VIP”, or “Needs Docs” so status is clear at a glance and next steps stay on track.

Here’s why you’ll love Meeting Tags

Remember all those questions? Did they show? Do we need to follow up? What’s next?

Meeting Tags provide clear, immediate answers. They are built to give everyone on your team the right information at the right time, so nothing ever falls through the cracks again.

• Highlight what needs attention — Mark meetings as Ready, No Show, or Should Follow Up so you and your team can prioritize next steps quickly.

• Find the right meetings, fast — Filter by one or more tags on the dashboard to find exactly what you need.

• Better reporting — CSV reports now include meeting tags, keeping your spreadsheets in sync.

• Centrally managed for your team — Admins set up and maintain the shared tag list in Settings ▶︎ Tags, keeping everyone aligned.

• Integrate your workflows — New Zapier/webhook events fire when meetings are tagged or untagged, powering notifications and automations.

A shared, manual tagging system is a massive leap forward for team alignment and clarity. 

But we asked ourselves: what if we could automate this process completely? What if the system was smart enough to tag meetings for you?

Put your Meeting Tags on autopilot with AI (Beta)

Now, what if you have specific rules for how you tag meetings? That’s where our AI comes in.