Feature Guide

Meetings into context.

Every conversation you have with a client is context the AI needs to do its job. The Meetings app gets those conversations into eVA — automatically from Zoom, or manually from any device using any recording app you like.

Why It Exists

Meetings are where decisions get made. The AI needs to know what was decided.

The Customer State automation builds a picture of each client from every interaction: emails, tasks, WhatsApp, Xero invoices. Meetings are the most information-dense of all of those. A 45-minute Zoom call contains more context about where a relationship is at than weeks of emails.

If those conversations stay locked in Zoom recordings the AI never reads, it's working blind. The Meetings app fixes that — it processes transcripts into structured summaries and tasks, and makes them part of the customer context that drives every future recommendation.

How Meetings Get In

Two ways. Pick whichever fits.

Automatic

Zoom webhook

When a Zoom meeting ends, the recording and transcript fire a webhook automatically. No manual steps. The meeting is processed and summaries appear in your history within minutes.

Nothing to do — it just happens

Manual

Paste or upload

For meetings outside Zoom, or when you want to process something immediately: paste a transcript directly, or upload an audio recording from any app. Deepgram transcribes it, then the same AI pipeline runs.

Works for any recording, any platform

Automatic Path

Zoom auto-processing.

Once Zoom is connected to your platform, every meeting with cloud recording enabled processes automatically when it ends. You don't open the Meetings app at all — the summary just appears.

1

Meeting ends

Zoom sends a webhook event to your platform with the transcript attached.

2

AI processes the transcript

The same pipeline that handles manual submissions runs: high-level summary, detailed summary, task extraction.

3

Meeting appears in history

Expand it in the Past Meetings tab to read the summaries. The meeting context is now live inside Customer State.

4

Email sent to host

A summary email goes to whoever hosted the meeting — useful if you want a record without opening the app.

Requires Zoom cloud recording to be enabled on your account. Chat with eVA to get your Zoom connected.

Manual Path

Paste a transcript.

If you already have a transcript — from Zoom, from Otter.ai, from a transcription service, or typed up yourself — just paste it in. The app accepts both Zoom's VTT format and plain text.

What you fill in

Meeting topic

A short label — "Discovery call with Axiom", "Weekly check-in", etc.

Date & time

When the meeting happened. Defaults to today.

Send email to

Optional. Who should receive the summary email when processing is done.

Transcript

Paste the text here. VTT timestamps are fine — the AI ignores them.

Audio Upload

No transcript? Upload the audio.

Switch to "Upload Audio" in the form and drop in your recording. The platform sends it to Deepgram for transcription, waits for the result, then populates the transcript field automatically. From there, the process is identical to pasting text.

Accepted formats

MP3WAVM4AMP4OGGFLAC

Basically anything. If your recorder saves it, Deepgram can read it.

What Deepgram does

  • Transcribes speech to text
  • Identifies separate speakers automatically
  • Adds punctuation and paragraph breaks
  • Returns a clean, readable transcript

Processing time: Deepgram is fast — a 1-hour recording typically transcribes in under a minute. The page shows a spinner and updates automatically when it's done. You don't need to stay on the page.

Speaker Identification

Put names to the voices.

When Deepgram detects multiple speakers, it labels them automatically as Speaker 0, Speaker 1, and so on. Before you submit, the app shows a name-mapping panel so you can replace those labels with real names. The submitted transcript will have the correct names, making the AI summary far more useful.

Speaker labels detected — optionally map to real names before processing:

Speaker 0:
Adam Fox
Speaker 1:
John Markovitch

This step is optional — the AI can often infer who's who from context. But naming them upfront produces cleaner summaries and more accurate task attribution.

What Gets Created

Processing takes 30–60 seconds. Here's what comes out.

📋

High-level summary

A concise paragraph covering the key topics, decisions, and tone of the meeting. This is what appears in the Customer State context.

📄

Detailed summary

A longer structured breakdown — useful for referencing specific points or sharing with someone who wasn't in the meeting.

Extracted tasks

Any commitments made in the meeting become tasks in your task system, attributed to the right person and organisation.

📧

Summary email

If you entered an email address, a formatted summary is sent immediately after processing. Useful as a personal record or to share with the client.

Reviewing past meetings.

Switch to the Past Meetings tab to see every processed meeting in order.

Click any row to expand it and read the high-level summary.

Expand further to see the detailed summary if you need the full breakdown.

These summaries are what the Customer State automation reads — so anything processed here becomes part of the AI's understanding of that client.

Mobile / PWA

Install it on your phone. Use any recorder you like.

The Meetings app is a Progressive Web App (PWA) — which means you can install it on your iPhone or Android home screen and it behaves like a native app. No App Store, no update to install.

The mobile workflow.

1

Record the meeting

Use your preferred recorder — the built-in voice memo app, Otter.ai, Riverside, anything. The Meetings app doesn't care what you use to capture the audio.

2

Share the file to the Meetings app

When the recording is done, use your phone's share sheet to share the audio file directly to the Meetings app. It's in the share options like any other app.

3

Fill in the details, submit

Add a topic, date, and who to email the summary to. Tap Process. Deepgram handles the transcription, the AI handles the rest.

4

Done

The summary and tasks appear in your platform within a couple of minutes. The meeting is now part of the client's context.

How to install on iPhone

  1. 1 Open the Meetings app URL in Safari
  2. 2 Tap the Share button (the box with an arrow)
  3. 3 Scroll down and tap "Add to Home Screen"
  4. 4 Tap Add — it now appears on your home screen like a native app

Android: open in Chrome → tap the three dots → "Add to Home Screen"

Start processing your meetings.

The more meeting context the AI has, the more accurate the Customer State analysis. Chat with eVA to get Zoom connected, or open the Meetings app directly to process something now.