Meetings: the complete guide

This guide holds every rule, default and limit for meetings in Brev. For step-by-step help, each section links to a short page.

Cadences #

Cadence

A recurring meeting series from your connected calendar. One occurrence is a meeting, with its own page.

How cadences are added

Brev creates them from your calendar's recurring meetings as it syncs. You can't create one by hand.

Sync now

The round refresh button above the cadence list pulls calendar changes at once. Its tooltip reads 'Sync calendar events and update cadence frequencies'.

Calendars

Google Calendar and Outlook.

Name and schedule

Come from the calendar. Rename or reschedule the series there, and the cadence follows on the next sync.

Archived

A cadence with no upcoming meetings. Hidden until you turn on Show archived. Past meetings keep their notes, recaps and artifacts. There is no delete button for a cadence.

Type

Leadership Review, Department Review, 1:1, MBR, WBR, QBR, Team Review, Stand Up, All Hands, OKR Review, Retrospective, Cross Functional or Planning. Starts empty. Set by a role with Manage cadences (Owners and Admins by default). The chip on the cadence row isn't shown on phones. See Set a cadence's meeting type.

Suggested type

Brev may suggest a type from the title, schedule and attendee count. Only roles with Manage cadences see it. It is never applied on its own. Accept it with Use <type>, or click Dismiss suggestion.

Goal alignment by type

Only checked types are matched to goals. Every type is checked except 1:1 by default. A meeting with no type counts as a 1:1 when its invite has one or two attendees. See Goal alignment.

Teams

Set from the Teams chip on a meeting page, by a role with Manage cadences (Owners and Admins by default).

The meeting agent #

The meeting agent (notetaker) joins a call as a visible participant, records it, and produces the summary, action items and score.

Auto-join (your own setting)

All my meetings, All internal meetings (every attendee on your org's email domain), or Opt-in Only. It changes only meetings you host, or with no Brev host.

Narrowing auto-join

Cancels the agent on meetings it was set to join. Brev asks you to confirm and shows how many are affected.

Host priority

When the host turns the agent on or off for a meeting, only the host can change it. Other attendees see the switch disabled with a note.

Cadence switch

On the cadence's row. Applies to every upcoming meeting, skipping any the host locked. A cadence turned off stays off for meetings added later.

Meeting switch

Schedule notetaker, in the notetaker pill's menu. Also on each upcoming meeting in the Meetings panel.

Notetaker pill states

Such as 'Brev’s Notetaker scheduled', 'Brev’s Notetaker not scheduled', 'Recording in progress' and 'Recording completed'.

Record by link

Record on the Cadences page sends the agent to a Zoom, Google Meet or Teams link. It joins when the meeting starts. Dispatch is disabled while your organization's AI is paused, or when the picked cadence has no upcoming or live meeting. See Record a meeting from its link.

Agent name

Up to 100 characters. Starts as the company name plus 'Goal Tracker'. Empty falls back to 'Brev Agent'. Set by a role that manages product settings (Owners and Admins by default).

Introduction Message

Up to 415 characters, posted in the meeting chat when the agent joins. Set by a role that manages product settings. See Name the meeting agent.

Agendas #

Where

The Agenda section on a cadence meeting's Agenda tab. One-off meetings have no agenda.

Create with AI

On an upcoming cadence meeting with an empty agenda, for anyone who can edit it. Doesn't need the agent. See Create a meeting agenda with AI.

Progress

Preparing agenda..., Generating agenda..., Agenda ready, or Generation failed.

Automatic agenda creation

Off by default. A role that manages product settings turns it on in Meeting agent settings. Brev writes the agenda up to 48 hours before each cadence meeting with the agent scheduled, after the cadence's previous meeting has ended. See Turn on automatic agendas.

Empty-agenda messages

Let Brev handle your agenda (automatic is on, with Generate now). Create a meeting agenda (automatic is off, or no agent). No agenda for this meeting (the meeting is over).

Sources

The meeting's context, attendees and recent transcripts. It uses only what every attendee could open. Private meetings, and meetings some of today's attendees weren't invited to, are left out. So are goals not every attendee can see.

Editing

Add section (starts as 'New Section'), rename, drag to reorder, collapse, trash (no confirmation), and copy. See Edit a meeting agenda.

Regenerate

Asks to confirm, then permanently replaces the agenda. Only before the meeting ends.

Saving

Automatic, a couple of seconds after you stop typing. Read-only viewers see 'View only'.

Recap from Recent Meetings

On an upcoming cadence meeting, a read-only recap of the cadence's recent meetings above the agenda.

Notes #

• Every meeting has one shared set of notes. Everyone who can open it reads them, and anyone who can edit it can change them.
• Empty notes fill with the calendar invite's description (Google's description, Outlook's body). Typed notes are never overwritten.
• The toolbar has bold, italic, heading, lists, links and image upload. Paste or drag images in.
• See Take shared meeting notes.

Summaries and recaps #

Overview tab

A past meeting with a recording or transcript opens on Overview, with its Summary. The summary's sub-headings vary by meeting.

Copy

The copy button beside Summary (tooltip 'Copy summary') copies it and shows 'Summary copied to clipboard'.

Feedback

Thumbs up and down under the summary, with an optional note.

No summary

Summary Still Processing, No Summary Available, Notetaker did not join, Recording Failed, Recording Cancelled, or Hidden by meeting host.

Recaps

Email and Slack recaps go to Host Only, Host & Brev Users or All Participants, per Meeting agent settings. Slack recaps are direct messages.

Recording retention

Kept for as long as the meeting exists. Deleting the meeting deletes it.

Moved meetings

If a running meeting is moved later, the original keeps its recording. The new time gets its own meeting and agent.

See Read and copy a meeting summary.

Action items #

Proposed owner

Set only when the person named matches exactly one attendee. Otherwise the item is unassigned.

Agent mode

A per-person setting on Actions, not per meeting. Approval (the default): Brev suggests items to approve. Agentic: Brev adds them. Manual: Brev never adds them.

Generated by Brev

Suggestions waiting for you, in the meeting's Action items panel and on Actions. Check keeps, X dismisses. Keep all and Dismiss all sit in the group header, in the panel and on Actions. The panel's icon isn't shown on phones.

Awaiting others

Hosts can keep or dismiss other people's pending suggestions from their meeting.

Hosts' edits

A host can change any kept action from the meeting. Only its owner, their team admin or an org admin can delete it.

Upcoming meetings

The Action items panel lists the whole cadence's action items.

Captured check-ins

Offered as drafts on the relevant goals, if Suggested Check-ins is on.

See Review action items from a meeting.

Meeting scores #

A recorded meeting gets an Effectiveness score out of 100. It has five parts of 20 points, each split into 8, 6 and 6.

Goal alignment

Goal Coverage (8), Goal Advancement (6), Goal Depth (6).

Decision velocity

Resolution Rate (8), Clarity (6), Blocker Removal (6).

Execution

Action Density (8), Strategic Relevance (6), Progress Review (6).

Accountability

Owner Specificity (8), Due Date Clarity (6), Loop Closure (6).

Efficiency

Time Leverage (8), Risk Surfacing (6), Topic Substance (6).

Where

The Insights panel shows Effectiveness on a past meeting and Health on an upcoming one. Cadences Health on the Cadences page shortens the names to Alignment, Decisions, Execution, Accountability and Efficiency.

Sub-scores and reasoning

Shown when you click a bar, with the Meeting Insights capability on.

Guidance

Recommendations, anti-patterns and forward motion, in the Insights panel. Shown when Meeting Guidance is on for the organization and Brev has guidance for the meeting.

No score

No Score Available (not recorded), Legacy Score (older version), No Metrics Yet (upcoming one-off meeting).

See How meeting scores work.

Privacy, sharing and lockdown #

Who can open a meeting

Its organizer, invitees, and viewers and editors it's shared with. Org admins and owners, the cadence owner and the organizer can also open it from a link. Observers never get that extra access.

Viewers and editors

Viewers read the full meeting. Editors also edit notes and the artifact, generate the agenda and toggle the agent. Neither gets the recap.

Who can share

The meeting's host, the cadence owner and org admins add or remove viewers and editors, and reassign the host.

Host only

A host switch in the notetaker menu. Hides the transcript, summary, score and guidance from everyone else. Recaps still go out.

Lock down meeting

In the three-dot menu. Private to the privacy circle: the host, plus org admins and the owner who attended. Recaps go to the host only. Insights that referenced it are marked stale. See Lock down a meeting.

Lock limits

Non-attending admins can't lock, unlock or view it, though they may see the menu entry. A host with the Observer role can't lock. If the whole circle loses access, the meeting stays sealed.

Unlock meeting

Restores normal access. Stale insights stay stale until regenerated.

See Meeting privacy.

Meeting artifacts #

Each meeting's Artifact tab holds tile-based documents. Start one with Generate with AI, Templates or Start from scratch. See Create a meeting artifact and Artifacts.