After recording or importing a meeting, you may need to update the meeting’s details, edit metadata, or even delete the meeting. This ensures your records stay accurate and useful—especially when connected to categories, workspaces, and employee profiles.
This page walks you through:
- Editing meeting info
- Renaming speakers
- Deleting a meeting
- Best practices for maintaining clean meeting data
Accessing Meeting Settings #
From any meeting view (live or completed):
- Look for the three-dot menu (︙) in the top right corner of the meeting screen.
- Click it to open options:
- Edit Meeting Info
- Delete Meeting
Editing Meeting Details #
Click Edit Meeting Info to update any of the following:
- Meeting Title – The searchable name for your meeting (used in Ex.Brain queries).
- Language – The language spoken in the meeting (can be updated if incorrectly set).
- Category and Subcategory – Helpful for organizing and filtering reports.
- Meeting Date & Time – Used for timeline tracking and reports.
- Optional Metadata (coming soon):
- Participants & Access
- Locations & Details
- Agenda
- Goals and Tags
- Files & Resources
Note:
Setting correct metadata ensures your meeting can be easily searched, summarized, and filtered across your organization.
Assigning Speakers to Real Employees #
In the transcript view, Ex.Brain initially identifies speakers generically (e.g., “Speaker 1,” “Speaker 2”).
To assign them:
- Click the speaker label next to a transcript section.
- A popup will appear listing registered team members.
- Select an employee or type in a new speaker name.
Once assigned, all matching speaker segments will update to reflect that name.
Tip:
Assigning speakers helps with accuracy in follow-up reports, summaries, and analytics.
Deleting a Meeting #
If you decide a meeting is no longer needed:
- Open the ︙ menu
- Select Delete Meeting
- Confirm the deletion
Warning:
This action is permanent. The meeting recording, transcript, and associated documents will be deleted.
Best Practices for Meeting Info Management #
- Always name your meetings clearly (e.g., “Q2 Financial Review – May 2025”)
- Use categories and tags to help filter analytics and reports
- Assign known speakers for cleaner search and follow-up
- Delete test meetings or duplicates to keep your dashboard clean