PlexiiMeet: meetings
Start or schedule video meetings, record with everyone's consent, and turn each conversation into a summary, a transcript and action items.
PlexiiMeet is where your meetings live in PlexiDesk. Start a video meeting with your team in a click, schedule one for later and email the invitations, or record a conversation that happens somewhere else. When a recorded meeting ends, it becomes a record you can come back to: a summary, a transcript you can search, who spoke, and the action items that came out of it.
Use it for quick calls with teammates, regular meetings with a client, or simply to capture what was agreed so it does not get lost.
PlexiiMeet is part of every plan. Seeing and ringing teammates who are online needs the Team plan.
Open PlexiiMeet
- In the side menu, under Apps, click Meet in the PlexiiApps group.
- Or press ⌘ K on a Mac or Ctrl K on Windows, type Start a meeting and press Enter.
The page is headed PlexiMeet, with the line Meetings that turn into actions.
What you see
The buttons at the top
| Button | What it does | Guide |
|---|---|---|
| Start or schedule a meeting | Opens the New meeting window to start a live meeting now or put one on your calendar. | Start or schedule a meeting |
| Record notes | Records your microphone, then transcribes it and finds the action items. While it runs, the button becomes Stop recording. | Record notes or a meeting held elsewhere |
| Record external | Records a call you are holding in another app on this computer. | Record notes or a meeting held elsewhere |
| Message | Records a short video or voice message for a teammate who is away. | Send a video or voice message |
| The notes button | Add a meeting from notes: adds a meeting record without a recording, for notes or a transcript you paste. | Record notes or a meeting held elsewhere |
The Meetings list
On the left, Meetings lists every meeting you have, newest first, with the count beside the title. Each shows its date and, when it has some, the number of action items.
Type in Search meetings to narrow the list. Lines that match from inside the transcripts appear at the top under FROM THE TRANSCRIPTS, with the time in the call and who said it. Click one to open that meeting at that moment.
Under the list, RECORDING holds your recording settings. See Recording, consent and transcripts.
The dashboard and the record
With no meeting selected, the main area shows your meetings at a glance: how many you have held, how many action items they produced, their average length and how many were transcribed, with your recent meetings below.
Click a meeting in the list to open its record. See Meeting wrap-up and records.
How a meeting flows
- Start or schedule it. Start a room now, or book it on your calendar with guests, a place and an agenda.
- Meet. Talk on video, share your screen, keep your own notes and mark moments that matter. Dock the meeting to the side to keep working in PlexiDesk. See In a meeting.
- Record, if everyone agrees. Anyone can start a recording. Every participant is asked first, and nobody's voice is captured until they say yes. See Recording, consent and transcripts.
- Wrap up. When a recorded meeting ends, PlexiDesk writes the transcript and summary and suggests where to put what came out of it. See Meeting wrap-up and records.
Other places to start a meeting
- The calendar. A meeting you book has a join button on its block. See Book time and meetings on the calendar.
- A desk, document or chat. Start a meeting about the thing you are working on, and choose what access attendees get to it. See Start a meeting from a desk, document or chat.
- Your Home dashboard. The New meeting widget opens the same window. See New meeting widget.
- A one-to-one call. Call a teammate directly, or knock to see if they are free. See Video calls and knocking.
Before your first meeting
- Allow your microphone and camera. The first time you join, your computer may ask to let PlexiDesk use them. On a Mac, see Allow microphone, camera and screen recording on a Mac.
- Connect a mailbox in Mail if you want PlexiDesk to email invitations. See Connect your email account.
Common questions
Who can join my meetings? Anyone you invite who has PlexiDesk installed and is signed in, inside or outside your organisation. See Meeting invitations and joining.
How many people can join? PlexiiMeet is designed for small meetings of a handful of people.
Are meetings recorded automatically? No. A meeting is only recorded when someone in it starts a recording, and everyone is asked first.
Where is my meeting's audio kept? On the computer that recorded it. See Recording, consent and transcripts.
Related tasks
- Start or schedule a meeting
- In a meeting
- Recording, consent and transcripts
- Meeting wrap-up and records
- Record notes or a meeting held elsewhere
- Meeting invitations and joining
Guides in Meetings
- Start or schedule a meetingStart a PlexiiMeet room now or schedule one for later, with guests, a place, an agenda, a repeat and an attached desk, all from the New meeting window.
- Meeting invitations and joiningHow guests are invited to a PlexiiMeet meeting by email or by a ring in PlexiDesk, how they join, and how to save a meeting to another calendar app.
- In a meetingUse the PlexiiMeet room: mute, camera, screen sharing, recording, your notes and marked moments, inviting people, docking the meeting, and leaving.
- Recording, consent and transcriptsHow recording works in PlexiiMeet: everyone is asked first, how answers are shown, transcribing 1:1 calls, and how long meeting audio is kept.
- Meeting wrap-up and recordsWhat happens when a recording ends, how to confirm commitments and file deliverables, and how to read, export and manage a meeting's record.
- Record notes or a meeting held elsewhereRecord your own notes, a call held in another app on this computer, or a meeting in the room, or add a meeting from notes, and get a full meeting record.
- Start a meeting from a desk, document or chatStart a meeting about the desk, file or conversation in front of you, and choose what access the people you invite get to it during and after.
- Meeting Record widget: a meeting's record on its deskThe Meeting Record widget shows a recorded meeting's record on its desk, with each heard line linked to its moment, and opens the meeting in PlexiiMeet.
- Send a video or voice messageRecord a short video or voice message, with a line of text if you like, and send it to a teammate as a direct message in Chat to watch when they are back.
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