Create a Meeting from Manual Notes
Guides users through creating a meeting record from past notes. Ideal for documenting previous discussions or manually capturing meeting details.
3.4 Create a meeting from a manual note
- On the IMI page, click Create Meeting Note.
- In the modal or form select the Workspace
- Title. For example Discussion with ABC Capital Partners.
- Meeting Date. Provide the past date and time.
- Participants. Add names and emails.
- Content. Write or paste meeting notes.
- Save. IMI creates a linked meeting entry - check in the Past Meetings Tab
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