Meeting Notes

What it is

Meeting notes plus action items, pushed in from external tools (transcription services, notetakers, automations). One row per meeting: title, date, attendees, a condensed summary, the action items, and optionally the full verbatim transcript. Agents read these like any other view — a meeting pushed here is immediately queryable and citable in chat. The transcript column is search-indexed but excluded from default projections, so heavy meetings don’t weigh down every query.

How it gets data

Ingest-enabled — external ingest is the primary write path (see Ingest API):

POST /api/ingest/meeting_notes
Authorization: Bearer pk_...
Content-Type: application/json

One JSON record per request; unknown fields are dropped.
Idempotent upsert on (tenant_id, external_id) — use the source tool’s meeting id as external_id so re-delivery updates instead of duplicating.
tenant_id / workspace_id come from the API key context, never from the body.

Minimal example payload:

{
  "external_id": "fireflies-abc123",
  "title": "Weekly ops sync",
  "meeting_date": "2026-08-12T09:00:00Z",
  "attendees": "Pat, Stefan",
  "summary": "Discussed Q4 replenishment plan and shipment bundling.",
  "action_items": "- Confirm supplier lead times\n- Approve PO-2026-014",
  "source": "fireflies",
  "duration_min": 45
}

Fields

Field	Label	Type	Writable	Description
`external_id`	—	text	API only	Source meeting id — the upsert key. Required on ingest; not surfaced as an app column
`title`	Title	text	create-only	Meeting title
`meeting_date`	Date	datetime	create-only	When the meeting took place
`attendees`	Attendees	text	create-only	Attendee list (free text)
`summary`	Summary	text	create-only	Condensed summary — what agents cite first
`transcript`	Transcript	text	create-only	Full verbatim meeting transcript; `summary` / `action_items` stay the condensed views
`action_items`	Action Items	text	create-only	Action items agreed in the meeting
`source`	Source	text	create-only	Source tool (e.g. fireflies, otter) — useful for filtering by pipeline
`duration_min`	Duration (min)	number	create-only	Meeting length in minutes

Create-only: settable when the row is created (via ingest or data_row_create), not editable afterwards in the app. “API only” = real database column not registered as a visible app column.

Like every workspace table, meeting notes also carry the system columns id, tenant_id, workspace_id, created_at, and updated_at — set automatically, never sent by integrations.

Query it

{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "meeting_notes",
      "search": "replenishment",
      "select_fields": ["title", "meeting_date", "summary", "action_items"],
      "sort_by": "meeting_date",
      "limit": 10
    }
  }
}

Getting Started

Resources

Sales & Commerce

Procurement

Marketing & Outreach

Governance

What it is

How it gets data

Fields

Query it

​What it is

​How it gets data

​Fields

​Query it

What it is

How it gets data

Fields

Query it