Prepare, review, and follow up on meetings in the sales workspace

Review pre-meeting insights to help you prepare for your meetings in the sales workspace. Then, after your meeting, review post-meeting summaries to highlight key points from the conversation. You can also view your suggested activities to help you follow up with next steps from the conversation.

Please note: if you're a Super Admin, you can opt your account into the Prepare, review, and follow up on meetings in the Sales Workspace beta.

Prepare for your meeting

Users can prepare for conversations with pre-meeting insights. View attendee acceptance statuses, manage meeting details, and see insights before you begin your meeting.

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Schedule tab.
3. Click a meeting.
4. On the Info & Insights tab:
   • In the Meeting details section, click the field to edit your Meeting title or Attendee description. Then click Save.
   • Click the Start date, Start time, and End time dropdown menus to adjust the date or time.
   • In the Attendees section, click the Manage dropdown menu to search for contacts you’d like to add to your meeting.
     • Select the checkbox next to the contact’s name to add them to the meeting.
     • Clear a checkbox next to a contact’s name to remove them from a meeting.
   • In the Internal notes section:
     • Take notes for internal users in your accounts.
     • Click the icons to format your text or insert a snippet, link, or image.
   • In the Prospecting agent updates section, if the meeting was booked through the prospecting agent, view the agent’s interaction history.
   • In the Pain points section, view pain points that were detected from previous emails, notes, calls, and transcripts with contacts on the meeting. For each pain point that was detected, you can view a tip on how to address the issue. If contacts do not have prior engagements in your CRM, it's possible that no pain points will be detected.
   • In the Web page visits section, view the web pages your prospects have recently visited. This may help you understand what they might be interested in.
   • In the Recent Activity section, review the participant's five most recent engagements and summaries so you're up-to-speed on the latest interactions.

Review recordings and transcripts

After a recorded meeting, you can review the details from the meeting (generated by Breeze, HubSpot's AI) in the sales workspace.

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Schedule tab.
3. Click the meeting.
4. Click the Recording & Transcript tab.
5. In the Next steps section, view suggested next steps.
   • Click Follow up to send an email with your meeting notes.
   • Click Create a task to create a follow up task.
6. In the Meeting notes section, review a meeting summary, key notes, and topics discussed from your meeting.
7. In the Transcript section, if you're using meeting notetaker (BETA), first party calling, the Zoom integration, the Google Meet integration, or the Microsoft Teams integration, you can review a video of your meeting and the transcript.
   • To start the recording, click playerPlay Play. You can use the controls to playerFastForward skip, playerRewind rewind, or playerPause pause.
   • To adjust the volume, click the volumeDown volume bar.
   • To adjust the playback speed, click Speed 1x, then select the playback speed.
   • To view your participants, click Participants.
   • To search for key terms in your transcripts, enter the key terms in the Search transcript field.
8. To share your recording, in the top right, click Share recording share.

You can also review recordings by navigating to the contact record of an attendee and clicking the meeting activity card on the Activities tab.

Edit meeting outcome or associations

You can edit your meeting outcome or associations at any time.

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Schedule tab.
3. Click a meeting.
4. To edit your meeting outcome, in the top left, click the Outcome dropdown menu and select an outcome.
5. To view and edit your associations, in the top left, click All associations.
   • In the right panel, you can view associated calls and objects.
   • To add an associated call or object, click + Add.