How to Organise Meetings In Your Notebook?

In this article, let us see how to organize your meetings in your Fireflies Notebook. 

How meetings are organized in the Fireflies dashboard

• All meetings processed by Fireflies will be available in your Notebook.
• Within the Notebook, meetings will be organized under Channels. There are three types of channels, namely:
  • Default Channel
  • Private Channel
  • Public Channel
• Using these channels, you can organize your meetings based on particular topics, teams, or projects. Let's explore each of these channels. 

1. Default channels

The Notebook is categorized into three Public channels 

• #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.
• #My meetings: This only includes meetings that you were the host of and those that you have the privilege to edit and delete.
• #Shared with me: This section only includes meetings where you were a participant.

2. Public channels

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

3. Private channels

• You can create multiple private channels, that can be accessed by only the people you add to that channel. Meetings added to this channel can only be accessed by private members. 

Note: Private channels are available only to users in the Business tier. To use Private channels, kindly upgrade to the Business tier or talk to support@fireflies.ai to know more. 

How to create, organize and manage a Private Channel

1. How to create a Private Channel 

• All users in the team workspace can create private channels.
• Click on the "+" button on the left-hand side panel. Enter a name that is within 100 characters. Users also have to enable the toggle to make the channel private.
  
• Private channels cannot be made public after being created. 

2. How to add meetings into a Private Channel

• Click on the Add Recap button

• Select the meeting you want to add and click on the +Add button

• You can see the new meeting added within your new Private Channel. 

• Once a meeting has been added to a private channel it will not be visible in any of the default channels.
  • These meetings will only be visible to members that are part of the private channel.
  • It will also only be visible to the owner of the meeting or the admin upon running a search.

• • Meetings in private channels will have a lock icon on the meeting page to indicate that it is part of a private channel.
    

Related article: How to control the meeting privacy settings. 

3. How to add/remove members to a private channel

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

4. How to Move meetings from Private Channels to Other Channels

• Meetings can be moved to and from private channels to other custom-created channels.
• Users 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.
• Users can choose to move multiple meetings in bulk.
• 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. 

5. How to Delete a Private Channel

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

How to create, organize and manage a Public Channel

1. How to Create a Public channel

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

2. How to add meetings to your Public Channel

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

3. How to move meetings from Public Channel to Other Channels

• Meetings can be moved to a public channel either from the default channels or from other private/ public channels.
• Users can choose to move meetings that are owned by them or where they were a participant.
• 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.

4. How to Delete a Public 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.

Hope this article helped you to organize meetings in your notebook using the default, private and public channels. 

If you have any questions about using Fireflies, feel free to contact us at support@fireflies.ai.