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Meetings

Era joins your meetings — with a notetaker bot or botless from your computer — briefs you before, and after writes the notes, tasks, follow-up email and next steps.

Meetings opens next to your other modules, in the same workspace, with 11 settings to fit it to your work. Your team and Era work from the same records, with the same permissions.

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Era joins the meeting and takes the notes

A short brief before the meeting; notes, tasks and follow-ups after. Era joins with a note-taker or from your computer, and the tasks land on the right record.

The details stay with the record

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Each record’s status, owner and history on one screen. The list, the card and the detail pane stay in step.

The list

Records with the columns and filters you choose.

The summary

Counts by status at a glance.

The team works from the same record

Roles decide who sees and changes what; Era works within the same permissions.

The next task

An owner and a date on the record.

Permissions

Actions open by role.

Settings

Fit the module to your work.

Start Meetings with Era

Turn on what you need; add the rest later.

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AI

Era, your assistant, and the AI agents you save — they work across every module.

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Customers

One record for every customer, shared by every module.

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Apps

The apps and services you connected, and the updates sent to them.

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Questions about Meetings

Era joins your meetings — with a notetaker bot or botless from your computer — briefs you before, and after writes the notes, tasks, follow-up email and next steps. Its pages: Meetings.

Yes. It has 11 settings: Notetaker’s name in the call, Recording notice, Notetaker service, Own notetaker key, Notetaker webhook secret, Notetaker minutes a month (0 = no cap), Keep recordings (days, 0 = keep), Who sees a new meeting, Longest meeting (minutes), Notes language, Brief this many minutes before.

The module has 33 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.

It shares records with AI, Customers, Apps; turning it on brings them into the workspace too.

Start Meetings with Era.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

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