How to organise meetings in your Notebook?

This feature is being rolled out in phases. If you would like early 
access to the feature, please contact support@fireflies.ai

Meetings processed by Fireflies will be available in your Notebook. Channels in Fireflies help you organize your meetings that are related to a particular topic, team, or project. Users can create Channels that can be either private or public. Out of the box Fireflies comes with three default channels that are all public.

Default channels

1. The Notebook is categorized into three channels:
   1. All meetings: This section is a compilation of all the meetings that are present in your experience. It includes your meetings and meetings hosted or shared by your teammates. 
   2. My meetings: This only includes meetings that you were the host of and those that you have the privilege to edit and delete.
   3. Shared with me: This section only includes meetings where you were a participant.

Private channels

Private channels are only available to users on a paid plan.

Creating a channel

1. All users in the team workspace can create private channels.
2. Private channels can be created by clicking on the "Create" or the "+" button on the left-hand side panel.
   
3. To finish creating a private channel, a user has to enter a name that is within 100 characters. Users also have to enable the toggle to make the channel private.
   
4. Private channels cannot be made public after being created. 

Who has access 

1. By default, all admins of the team workspace are added as members to all private channels in the workspace.
2. Non-admins will need to be added to the channel by the creator of the channel or the admin.
3. Access to meetings in the private channel is dependent on the settings of the individual meeting. 

How to add/remove members to a private channel

1. Members can be added to a private channel by clicking the avatars on the top.
2. From here, you can choose to add multiple users to the channel.
3. You can also remove users from the channel from this panel.

How to add meetings

1. Meetings can be added to private channels from the channels page or from the default channels.
2. Only meetings that you own can be added to a private channel. 
3. By default, the meeting list is filtered to meetings that are owned by a user. They can then search for meetings based on the title.
4. Once a meeting has been added to a private channel it will not be visible in any of the default channels.
   1. These meetings will only be visible to members that are part of the private channel.
   2. It will also only be visible to the owner of the meeting or the admin upon running a search.
   3. Meetings in private channels will have a lock icon in the meeting page to indicate that it is a part of a private channel.
      
   4. Depending on the view settings of the meeting, it can still be accessed directly using the link.

How to move meetings

1. Meetings can be moved to and from private channels to other custom-created channels.
2. A user will only be able to move meetings that they own to/from private channels.
   1. When a meeting is moved to a private channel, it will no longer be visible in the default channels.
   2. When a meeting is moved out of the private channel to a public channel, that meeting will now be visible in the default channels.
3. Users can choose to move multiple meetings in bulk.
4. Meetings in private channels will only be searchable within the channel, meetings in private channels will not be visible in search across your default channels. 

Deleting a Channel

1. Channels can be deleted by clicking on the three dots icon present on the top right.
2. Only the admin or the creator of the channel can delete a private channel.
3. Once a channel is deleted, all meetings present in the channel will be moved back to the default channels.

Public channels

Public channels are available to users on all plans. Users on the free plan can only
create up to 3 channels.

Creating a channel

1. Public channels can be created by any member in the team workspace.
2. To create a Channel click on the "+" icon on the left-hand side panel.
3. To finish creating the channel, you will need to give the channel a name that is under 100 characters.

Who has access 

1. All users part of the team workspace by default have access to all created public channels.
2. Access to individual meetings present in a public channel is dependent on the individual meeting setting.

How to add meetings

1. Meetings can be added to a public channel from the channels page or from your default channels.
2. Individual users can add meetings that are either owned by them or where they were a participant.
3. Admins can choose to add all meetings that are in the workspace to a public channel.
4. Users can search for meetings to add either by the title or based on the email address of the host. 
5. Meetings added to public channels will continue to be visible and present in the default channels.
6. Meetings added to public channels will continue to be searchable across the workspace.

How to move meetings

1. Meetings can be moved to a public channel either from the default channels or from other private/ public channels.
2. Users can choose to move meetings that are owned by them or where they were a participant.
3. Admins can move all meetings that are part of the workspace to/from public channels.
   1. A meeting moved from a public channel to a private channel will no longer be visible in any of the default channels and will only be visible to members of the private channel.

Deleting Channels

1. Channels can be deleted by clicking on the three dots icon present on the top right.
2. Only the admin or the creator of the channel can delete a private channel.
3. Once a channel is deleted, all meetings present in the channel will be moved back to the default channels.