# PlexiiMeet: meetings

> Start or schedule video meetings, record with everyone's consent, and turn each conversation into a summary, a transcript and action items.

Source: https://plexiidesk.com/help/meet-overview
Section: Communicate > Meetings
Plans: All plans
Updated: 2026-10-15

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](https://plexiidesk.com/help/meet-start-or-schedule) |
| **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](https://plexiidesk.com/help/meet-record-notes-and-external) |
| **Record external** | Records a call you are holding in another app on this computer. | [Record notes or a meeting held elsewhere](https://plexiidesk.com/help/meet-record-notes-and-external) |
| **Message** | Records a short video or voice message for a teammate who is away. | [Send a video or voice message](https://plexiidesk.com/help/meet-video-voice-messages) |
| 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](https://plexiidesk.com/help/meet-record-notes-and-external) |

### 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](https://plexiidesk.com/help/meet-recording-and-consent).

### 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](https://plexiidesk.com/help/meet-wrap-up-and-records).

## How a meeting flows

1. **Start or schedule it.** Start a room now, or book it on your calendar with guests, a place and an agenda.
2. **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](https://plexiidesk.com/help/meet-in-a-meeting).
3. **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](https://plexiidesk.com/help/meet-recording-and-consent).
4. **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](https://plexiidesk.com/help/meet-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](https://plexiidesk.com/help/calendar-book-time).
- **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](https://plexiidesk.com/help/meet-from-desk-or-document).
- **Your Home dashboard.** The New meeting widget opens the same window. See [New meeting widget](https://plexiidesk.com/help/home-widget-new-meeting).
- **A one-to-one call.** Call a teammate directly, or knock to see if they are free. See [Video calls and knocking](https://plexiidesk.com/help/calls-and-knock).

## 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](https://plexiidesk.com/help/mac-permissions).
- **Connect a mailbox in Mail** if you want PlexiDesk to email invitations. See [Connect your email account](https://plexiidesk.com/help/mail-connect-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](https://plexiidesk.com/help/meet-invites-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](https://plexiidesk.com/help/meet-recording-and-consent).

## Related tasks

- [Start or schedule a meeting](https://plexiidesk.com/help/meet-start-or-schedule)
- [In a meeting](https://plexiidesk.com/help/meet-in-a-meeting)
- [Recording, consent and transcripts](https://plexiidesk.com/help/meet-recording-and-consent)
- [Meeting wrap-up and records](https://plexiidesk.com/help/meet-wrap-up-and-records)
- [Record notes or a meeting held elsewhere](https://plexiidesk.com/help/meet-record-notes-and-external)
- [Meeting invitations and joining](https://plexiidesk.com/help/meet-invites-and-joining)