2.1 Accessing IMI

To access Investment Meeting Intelligence:

• Log in to your Clade account.
• On the left-hand navigation panel, click on "Meeting Intelligence."

2.2 Connecting Your Meetings to IMI

When you first access IMI, if no meetings are present, you'll see a prompt to get started.

2.2.1. Syncing Your External Calendar (Recommended for most users)

This is the most seamless way to integrate your existing meetings into Clade IMI, pulling your events directly from your calendar into the system.

Supported Calendars: Google Calendar, Microsoft Calendar.

How to Sync Your Calendar:

• From the initial IMI prompt, click the "Sync Calendar" button.
• Alternatively, navigate to the "Settings" tab within Meeting Intelligence and click the "Sync Calendar" button at the top.

• A pop-up will appear asking you to confirm the email address associated with the calendar you wish to sync.
• Confirm your email address and click "Sync Calendar."
• You will be redirected to your calendar provider (Google or Microsoft) to authorize Clade to access your calendar. Follow the on-screen prompts from your provider.
  

Viewing Synced Meetings: Once synced, your upcoming meetings will appear in the "Upcoming" view of the IMI Calendar.

1.2.2. Enabling the Clade Analyst for an upcoming meeting

Once your external calendar is synced (Section 2.2.1), meetings will appear in the "Upcoming" tab.

For each meeting, there's a toggle switch labeled "Clade Analyst" (or similar, e.g., an ON/OFF switch).

To have IMI process a specific meeting:

• Find the meeting in your "Upcoming" list.
• Click the toggle to ON.
• A pop-up will appear asking you to "Select a Meeting Notes Template."
• • Choose the template that best fits the meeting type.
  • You will be able to select from various asset-level meeting templates that will structure your meeting notes according the the type of investment you are examining, ensuring you have the most important and actionable information up top.
  • If your meeting isn't about a specific investment, you can leverage the
    "Universal Meeting" template.
  • If you would like to request for a bespoke template, reach out to our team at [email protected]
• (Optional) You may also have the option to link this meeting to an existing Investment Workspace for better organization and contextual AI.

• Click "Select" or "Confirm." The Clade Analyst is now scheduled to join this meeting.