2.1 Accessing IMI

1. Log in to your Clade account.
2. In the left navigation, click Meeting Intelligence.
   The dashboard opens to Calendar with Upcoming and Past tabs and a Settings tab.

2.2 When you first open IMI

If no meetings are present, a prompt appears to help you get started. From this prompt you can sync your calendar or create a meeting manually.

2.2.1 Syncing your external calendar

This is the recommended way to bring meetings into IMI because it pulls events directly from your calendar.

Supported calendars. Google Calendar and Microsoft Calendar.

How to sync your calendar

1. From the IMI prompt, click Sync Calendar. You can also open the Settings tab in Meeting Intelligence and click Sync Calendar at the top.
2. A confirmation window asks for the email address associated with the calendar you want to sync. Confirm the address and click Sync Calendar.
3. You will be redirected to Google or Microsoft to authorize Clade. Follow the on screen prompts.
4. After authorization, upcoming meetings appear in the Upcoming view of the IMI Calendar within a few minutes.

2.3 Navigating the IMI dashboard

Calendar shows Upcoming and Past meetings.

Each meeting row can include the Clade Analyst toggle, time, title, workspace and tag controls, guest count, and a Join Meeting button.

Top level actions include:

• Copy Calendar Link,
• Create Meeting Notes, and
• New Meetings.

Filters allow:

• searching,
• filtering by Clade Analyst and
• resetting the view.

2.4 Using your Clade scheduling link

Click Copy Calendar Link. Share this link so external participants can select an available time. Bookings placed through this link appear in your external calendar and in IMI.

2.5 Enabling the Clade Analyst for an upcoming meeting

Prerequisite. Your calendar is synced using section 2.2.1.

Steps

1. In Upcoming, locate the meeting.
2. Toggle Clade Analyst to ON.
3. A template selection window appears. Choose a Meeting Notes Template that fits the meeting type. Asset level templates structure notes according to the type of investment so the most important and actionable information appears at the top.
4. If the meeting is not about a specific investment, select the Universal Meeting template.
5. Optional. Link the meeting to an existing Investment Workspace for better organization and contextual AI.
6. Click Select or Confirm. The Clade Analyst is now scheduled to join this meeting.

If you need a bespoke template, email [email protected].