Documentation Index
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Overview
The Meetings API provides access to meeting recordings, transcripts, and AI-powered analysis. You can retrieve meeting details, get transcripts in multiple formats, access AI-generated insights like summaries, tasks, and decisions, and run custom schemas to extract structured data from meeting transcripts.When to Use Meetings
Use the Meetings API when you need to:- Record and transcribe calls from Zoom, Google Meet, Microsoft Teams, or Webex
- Extract insights — summaries, action items, decisions, highlights — without manual note-taking
- Run custom schemas — qualification data (BANT, MEDDIC), objection handling, product feedback — from sales or customer calls
- Sales coaching — talk ratios, question counts, discovery completeness
- Compliance — verify disclosures or required statements in recorded calls
Meetings require a bot to join the call. Create a meeting with a
meeting_url; the bot joins immediately or at join_at. Processing (transcript, analysis) happens after the call ends.Typical Flow
Create a meeting
POST /meetings with meeting_url, title, and optional join_at. Bot joins the call and records.Monitor status
Poll
GET /meetings/{id} or list meetings. Wait until status is done before accessing transcript and analysis.Get transcript
GET /meetings/{id}/transcript with optional format (segments, text, srt) and time range.Get analysis
GET /meetings/{id}/analysis for summary, tasks, decisions, highlights, coaching metrics.Meeting Recordings
Access recordings from Zoom, Google Meet, Microsoft Teams, and other platforms
Transcripts
Get transcripts in segments, plain text, or SRT subtitle format with speaker attribution
AI Analysis
Summaries, key takeaways, highlights, tasks, decisions, and coaching metrics
Custom Schemas
Define and run schemas to extract structured data like qualification info or objection handling
Meeting Lifecycle
Meetings go through the following statuses:| Status | Description |
|---|---|
pending | Bot scheduled to join |
joining_call | Bot is joining the meeting |
in_waiting_room | Bot in meeting waiting room |
in_call_recording | Bot is actively recording |
call_ended | Meeting ended, processing starting |
recording_done | Recording complete |
done | All processing complete, ready for access |
fatal | Error occurred during recording |
cancelled | Meeting was cancelled |
Basic Usage
Creating a Meeting Bot
Start recording a meeting by creating a meeting bot. The bot will join the meeting immediately or at a scheduled time.Supported Platforms
| Platform | URL Pattern | Example |
|---|---|---|
| Zoom | zoom.us/j/... | https://zoom.us/j/123456789 |
| Google Meet | meet.google.com/... | https://meet.google.com/abc-defg-hij |
| Microsoft Teams | teams.microsoft.com/... | https://teams.microsoft.com/l/meetup-join/... |
| Webex | webex.com/... | https://company.webex.com/meet/... |
Listing Meetings
Getting Meeting Details
Managing Meetings
Cancelling a Meeting
Cancel a scheduled or in-progress meeting recording. The meeting record is kept but marked as cancelled.Deleting a Meeting
Permanently delete a meeting and all associated data including recordings, transcripts, and analysis.Accessing Recording URL
When a meeting is complete, you can access the recording URL:Transcripts
Get meeting transcripts in multiple formats for different use cases.Transcript Formats
| Format | Description | Use Case |
|---|---|---|
segments | Structured JSON with speaker, timestamps, word-level timing | Analysis, search, integration |
text | Plain text with speaker labels | Human reading, documents |
srt | Subtitle format with timestamps | Video players, accessibility |
Getting Transcripts
AI Analysis
Access comprehensive AI-powered analysis of meetings including summaries, highlights, coaching metrics, and more.Getting Analysis
Analysis Components
| Component | Description |
|---|---|
summary | AI-generated meeting summary |
key_takeaways | List of key points from the meeting |
topics | Topics discussed |
sentiment | Overall meeting sentiment |
highlights | Key moments with quotes and timestamps |
tasks | Action items extracted from discussion |
decisions | Decisions made during the meeting |
coaching_metrics | Sales coaching analytics (talk ratios, questions, etc.) |
schema_results | Structured data extracted via schemas |
Custom Schemas
Schemas allow you to define structured data extraction templates that can be run against meeting transcripts. This is powerful for extracting qualification data, objection handling, or any custom business information.Schema Categories
| Category | Description |
|---|---|
sales_discovery | Sales discovery call data |
qualification | Lead qualification (MEDDIC, BANT, etc.) |
objection_competitor | Objection and competitor mentions |
cs_health | Customer success health metrics |
product_feedback | Product feedback and feature requests |
custom | Custom schemas you define |
Field Types
| Type | Description | Example |
|---|---|---|
text | Short text (max 500 chars) | Company name |
long_text | Long text (max 2000 chars) | Summary |
enum | Single choice from options | Deal stage |
multi_select | Multiple choices | Pain points |
number | Numeric value | Budget amount |
boolean | True/false | Next step confirmed |
list | Array of strings | Stakeholders |
person | Name, email, role | Decision maker |
date | Date (YYYY-MM-DD) | Expected close date |
Creating a Schema
Listing Schemas
Running a Schema on a Meeting
Getting Schema Results for a Meeting
Deleting a Schema
Best Practices
Use appropriate transcript format
Use appropriate transcript format
Choose the right format for your use case:
- segments: Best for programmatic analysis, search, or integration with other tools
- text: Best for human reading or document generation
- srt: Best for video players or accessibility features
Create reusable schemas
Create reusable schemas
Design schemas that can be applied across multiple meetings:
Use evidence for verification
Use evidence for verification
When
requires_evidence: true is set on a field, the AI includes the exact transcript quote that supports the extracted value. Use this to verify accuracy:Handle time range filtering
Handle time range filtering
For long meetings, filter transcripts by time range to focus on specific segments:
Check meeting status before accessing data
Check meeting status before accessing data
Transcripts and analysis are only available once processing is complete:
Use Cases
CRM Integration
Extract qualification data and sync to Salesforce, HubSpot, or other CRMs using schema field mappings
Sales Coaching
Analyze coaching metrics like talk ratios, question rates, and objection handling to improve rep performance
Meeting Notes
Auto-generate meeting summaries, action items, and decision logs
Compliance
Extract and verify required disclosures or compliance statements from recorded calls
Meetings API Reference
See the full API specification for Meetings endpoints
Schemas API Reference
See the full API specification for Schema endpoints