Meetings & Video
Schedule, join, and follow up on meetings — with automatic action item extraction and Google Meet integration.
#Overview
Delegate's meetings module connects directly to Google Calendar and Google Meet. Every meeting you attend is tracked — with AI-generated summaries, action items, and decisions captured automatically.
#Types of meetings
- Scheduled meeting — created from a calendar event, with all attendees and context pre-loaded
- Instant meeting — start an ad-hoc Google Meet right from Delegate with one click
- Board meeting — structured meeting format with agenda, decisions, and AI agent participation
#Creating a scheduled meeting
1
Click New Meeting
Click New Meeting in the Meetings sidebar, or press
M in the command palette.2
Fill in the details
Add a title, date, time, attendees (with autocomplete from Google Contacts), and an optional agenda.
3
Choose a platform
Select the video platform: Google Meet, Zoom, Teams, or In Person with a location.
4
Save and invite
Click Create. The meeting is added to Google Calendar and invitations are sent to all attendees.
#AI meeting summaries
After a meeting ends, Delegate's AI generates a structured summary including:
- Key points — bullet-point summary of what was discussed
- Decisions — agreed-upon decisions from the meeting
- Action items — auto-created as tasks assigned to meeting participants
- Next meeting — suggested follow-up date based on the conversation
ℹ️Note
Meeting summaries require a transcript. Connect a transcription service in Settings → Integrations → Meetings.
#Board meetings
Board meetings are a structured format for high-stakes discussions. They support:
- Numbered agenda items with voting
- AI agent participation via Agent Runtime
- Formal decisions with required approvals
- Immutable records stored in the Knowledge Base
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