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Lesson 07 · Learn from calls

Meeting Intelligence

Meeting Intelligence helps the founder prepare for investor calls, capture the conversation, and understand what should change before the next meeting.

Workflow

Use every call to improve the round

  1. Connect the calendarGo to Settings → Meeting Intelligence → Configure Calendar. Upcoming investor meetings will then appear under Meeting Intelligence → Upcoming.
  2. Enable the NotetakerGo to Settings → Meeting Intelligence → Notetaker Integrations, enable Metal Notetaker, and set it as the default.
  3. Control each recordingUse the toggles under Meeting Intelligence → Upcoming, or select Add a Meeting to create a meeting manually and attach the notetaker.
  4. Review both outputsRead the pre-meeting brief before the call and the post-meeting analysis after it. If no recording exists, upload a PDF, TXT, or DOCX transcript.
Consistent call review turns investor feedback into a clearer story and a stronger next meeting.
Go deeper into Meeting Intelligence setup →