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How to leverage Meetings in Sana AI
How to leverage Meetings in Sana AI
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Written by Alexander
Updated over 7 months ago

In today's fast-paced business environment, keeping track of past meetings and their key takeaways can be challenging. Sana AI offers a seamless solution to this problem by allowing users to access past meetings effortlessly. This article will guide you through the steps to access and utilize past meetings in Sana AI.

Step-by-Step Guide to Accessing Past Meetings

  1. Navigate to the Meetings Section:

    • Open the Sana AI interface and look for the "Meetings" option in the sidebar. This section is your central hub for all meeting-related activities.

  2. Search for Past Meetings:

    • In the Meetings section, you can search for specific meetings using keywords, dates, or participant names. This feature is particularly useful if you need to revisit a meeting that took place weeks or even months ago.

    • Please note that meetings won't appear instantly as they need time to be processed and indexed. If you believe a meeting has disappeared, please reach out to support.

  3. View Meeting Summaries:

    • Once you find the meeting you're looking for, click on it to view the summary. Sana AI provides a detailed summary of each meeting, including key action points and decisions made. This summary is automatically generated and sent to your email after every meeting, ensuring you always have a record of what was discussed.

  4. Rewatch Meeting Recordings:

    • If you need a more in-depth review, Sana AI allows you to rewatch the entire meeting recording. This feature is invaluable for understanding the context of discussions and ensuring no detail is missed.

  5. Ask Questions Based on Past Meetings:

    • Sana AI's advanced capabilities enable you to ask questions about past meetings. For example, you can ask, "What did prospect X say about their budget?" and Sana AI will provide the relevant information from the meeting. This feature helps you quickly retrieve specific details without having to go through the entire recording.

Benefits of Accessing Past Meetings in Sana AI

  • Enhanced Productivity:

    • By having easy access to past meetings, you can quickly catch up on missed discussions and stay aligned with your team. This reduces the need for follow-up meetings and emails, saving you valuable time.

  • Improved Decision-Making:

    • Access to detailed meeting summaries and recordings ensures that you have all the information needed to make informed decisions. You can review past discussions to understand the rationale behind decisions and plan future actions accordingly.

  • Better Collaboration:

    • Sana AI's ability to store and retrieve meeting information fosters better collaboration among team members. Everyone can stay on the same page, even if they were not present in the original meeting.

  • Efficient Knowledge Management:

    • With Sana AI, your organization's knowledge is effectively managed and easily accessible. This ensures that important information is not lost and can be leveraged for future projects and initiatives.

Conclusion

Sana AI's meeting management features provide a robust solution for accessing and utilizing past meetings. By following the steps outlined in this article, you can effortlessly navigate through your meeting history, retrieve important information, and enhance your overall productivity. Embrace the power of Sana AI to stay organized, informed, and ahead in your professional endeavors

If you encounter any issues or need further assistance, please contact [email protected] via email

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