Meeting categories
Last updated: June 19, 2026
A category is the label that lets a transcript find its place — it's how you filter the Meetings list down to, say, just candidate interviews, and how anyone opening a transcript sees at a glance what kind of conversation it was without reading a word.
Transcripts are categorised automatically. Categories help you filter and understand the meeting context at a glance:
- Client Intro — first call with a new client.
- Job Scoping — defining requirements for a new role.
- Candidate Discussion — internal team discussion about a candidate.
- Follow Up — check-in or follow-up call.
- Candidate Interview — a structured interview with the candidate.
- Other — anything that doesn't fit the above.
Good to know. The category is inferred from the meeting, so the occasional call lands under the wrong label — that's normal for an automatic guess. The category is there to help you scan and filter; it doesn't change what was transcribed or where the notes are linked.