Notifications
Meeting Assistant posts to two channels depending on who attended. Meetings the principal joined post to the principal's meeting channel. Meetings the principal did not join post to the team channel. Both channels receive the same card formats.
Pre-Meeting Brief
When: Automatically, once per meeting, about thirty minutes before it starts (your firm can change the lead time), or immediately when you request one. Depending on your firm's delivery setting it is emailed to the people from your firm on the meeting who have the meeting prep brief switched on, posted here, or both. It also appears in the meeting's workspace in the app.
What it contains:
- Meeting title, time, and attendee count
- A one-line read on purpose and the outcome to drive toward
- Objectives for your side
- Open questions to put to the other participants
- Talking points to land
- Items to confirm during the call
- HubSpot context for each external attendee, where available (firm, role, deal stage, prior meeting history)
Action required: None. Review before the meeting starts.
Post-Meeting Report
When: After the meeting ends, once your connected meeting recorder (Fireflies, Granola, or AskElephant) has delivered a transcript. On an install without Slack, the report is recorded in the app's activity feed instead.
What it contains:
- Meeting title, date, duration, and attendee list
- A one-line summary
- Narrative of what was discussed, in order
- Key decisions made during the meeting
- Action items as interactive checkboxes, each with an owner and a coarse timing hint
- Items still to confirm
- Next steps before the next interaction
Action required: Review the action item checkboxes. Tick any you want created as tasks in your project tool. Leave the rest unticked.
Follow-Up Draft Approval Card
When: After the post-meeting report is posted and follow-up drafts have been written. Each draft passes through Brand Guard before the card surfaces. The card arrives in your own Slack direct messages, never a shared channel.
What it contains:
- The recipients and a preview of each draft (subject and opening lines)
- Approve and Redraft buttons on each draft, with Reject and Dismiss in its menu
Action required: Review each draft. Click Approve to write it into your mailbox's drafts folder, then send it from your mail app. Click Redraft with a short note if a draft needs changes. Reject (with feedback) or Dismiss a draft you do not want; nothing is written to your mailbox for it.
Ambiguous Attendee Notice
When: When an external attendee cannot be matched to a HubSpot record (or has multiple partial matches).
What it contains:
- The email or name that could not be resolved, and any candidate HubSpot matches the agent found
Action required: Reply in thread with the correct HubSpot contact. A meeting your recorder did not capture has no transcript, so it gets no report and no notice.
Brand Guard Rejection Notice
When: Brand Guard reviews a follow-up draft and finds an issue: voice, compliance, off-tone phrasing.
What it contains:
- Which draft was flagged and the reason
- A Redraft button
Action required: Click Redraft to produce a revised version. If you think the review was off, contact support@alpheous.com.