Meetings: Automatic Transcription & Context for Email Drafts

The meeting integration ensures your team never loses the "why" behind a decision.

Instead of manual note-taking, Revo automatically joins your calls, transcribes conversations in real-time, and extracts key points so you can stay focused on the discussion.

Why this matters for email:
When a customer or stakeholder emails asking "What did we discuss?" or "What's the timeline?" Revo doesn't make you search your memory or old notes. It queries the meeting transcript and drafts a factual reply with exact quotes, decisions, and next steps.

Example email draft powered by meetings:
"As we discussed in Tuesday's planning call, the API integration is scheduled for completion by Feb 15th. Sarah committed to delivering the authentication module by Friday, and we agreed to schedule a follow-up demo once QA completes."

Without meeting transcripts: Generic reply asking for time to "check with the team"
​With meeting transcripts: Instant, accurate draft citing specific decisions and owners

Connecting your calendar gives Revo two powerful capabilities:

When someone emails asking for a meeting, Revo reads your actual calendar availability and drafts responses based on your real schedule, no more back-and-forth or double-booking.
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Example email draft powered by calendar access:

Incoming email: "Can we schedule a demo next week?"
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Revo drafts:
​"I'm available Tuesday Feb 11th at 2pm or Thursday Feb 13th at 10am. Let me know what works best for you, and I'll send a calendar invite."
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Without calendar access: You manually check your availability, draft times, then hope they're still free when you hit send.
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​With calendar access: Revo scans your calendar in real-time and suggests only genuinely open slots.
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This also works for rescheduling requests, conflict notifications, and availability inquiries, Revo always knows your true schedule and drafts accordingly.

If your calendar isn't linked, you'll see a prompt in the Meetings tab (left sidebar) to connect Google Calendar or Outlook Calendar.

What happens next:
Once connected, Revo automatically monitors your schedule and requests to join every scheduled meeting, building a searchable transcript library that powers your email intelligence.

To ensure Revo handles different calls appropriately, it uses Meeting Types to apply specific privacy rules, summary styles, and automated actions.

Every team starts with five pre-configured types ready to use:

Daily Standup
Quick team syncs for updates and blockers. Typically set to auto-send email recaps to all participants.

Sprint Planning
Sessions defining upcoming sprint work and task allocation. Often used to generate project updates and roadmap emails.

One-on-One
Private 1:1 conversations. Usually restricted to "Only meeting participants" visibility to maintain confidentiality.

Customer Interview
User research and customer feedback sessions. Transcripts feed the User Feedback module for product and support email context.

Board Meeting
Strategic governance and executive decisions. High-level context that informs leadership emails and stakeholder updates.

You can modify existing types or create new ones to match your team's workflow.

Within each Meeting Type, set conditions that tell Revo when to apply that category:

By Meeting Name:
Assign a type if the title contains specific keywords (e.g., "Standup," "Review," "Customer Call")

By Participant Count or Email:
Apply rules based on number of attendees (e.g., "only 2 people" = One-on-One) or specific domains (e.g., external emails = Customer Interview)

By Frequency:
Categorize based on how often the event occurs (e.g., daily recurring = Standup)

Revo checks meetings against your rules in order, starting from Priority 1 at the top. You can drag and drop Meeting Types to reorder them, ensuring your most specific rules are evaluated first.

Example workflow:
Priority 1: One-on-One (only 2 people)
Priority 2: Customer Interview (external domain detected)
Priority 3: Daily Standup (name contains "standup")
Priority 4: Default (everything else)

Choose your preferred summary language from English, French, Spanish, German, Italian, Portuguese, Russian, Arabic, Chinese, or Japanese. This ensures meeting recaps (and email drafts referencing those meetings) are written in the correct language for your team.

Decide how meeting summaries are distributed:

Send recap to all participants:
Revo emails the summary and action items automatically after the call ends.

Do not send recap:
Keep meeting intelligence in-app only. Useful for sensitive discussions or when you prefer manual sharing via Slack.

Scenario: Customer emails Friday morning asking, "Can you confirm the pricing we discussed?"

Without meeting context:
You manually search your calendar, re-listen to the recording, and draft a reply from memory (15+ minutes).

With Revo:
Revo queries the transcript from Thursday's sales call, extracts the exact pricing tier and terms discussed, and drafts:

"As we discussed yesterday, the Enterprise plan is $50K/year and includes SSO, priority support, and a dedicated CSM. The contract would start Feb 1st. I've attached the proposal deck we reviewed. Let me know if you'd like to move forward."

Time saved: 14 minutes. Accuracy: 100% (cited from actual transcript).

Use @mentions to pull specific meeting context into conversations or email draft requests:

Examples: