Troubleshooting

Frequently Asked Questions

Does Meeting Assistant Send Email for Me?

It never sends email to a client. It does send one internal email on its own: the pre-meeting brief, to people from your agency on the invite who have meeting prep notifications on. Follow-up drafts reach Gmail only after you click Approve, and you send them from Gmail.

Can I Ask for a Brief or a Report in Slack?

No. Slack chat with the assistant is a plain conversation and does not produce briefs, reports or drafts. Request a brief on the Meetings page. Reports and drafts come from transcripts automatically.

Do I Have to Use Slack?

No. Briefs, reports and drafts are on the Meetings page. The follow-up approval card is in Slack, so approve drafts there.

Can I Get a Brief for a Meeting That Has Already Started?

No. The scheduled brief is skipped for meetings that have started, and the Request Brief list shows upcoming meetings.

Why Is There No Brief for My Meeting?

Meetings that have already started, all-day blocks, cancelled events and blocks with no other attendee are skipped. A meeting more than 25 hours away is not picked up yet.

Why Did a Draft Never Appear on the Card?

If your brand check is set to Enforce and the check rejected the draft, it is left off the card. The Meetings page shows it as Needs Edits with the reason. Ask your administrator in the Operator Console to review the brand check setting.

Does It Create Tasks Automatically?

No. A task is created only when you tick an action item checkbox.

Common Issues

The Report Has Not Arrived

1. Check that your meeting service recorded the call and finished the transcript. The assistant looks at transcripts from the last 48 hours.
2. Check the Meetings page. The report may be listed there.
3. If the transcript was empty, the meeting is skipped without a message.
4. If your meeting service missed the call, use Submit a Transcript on the Meetings page. That gives you action items, but not follow-up drafts.

The Follow-Up Card Did Not Appear

1. The card goes to the principal's private Slack messages, and only for meetings where the principal is the only person from your agency on the call with outside guests. A client call the principal attends with a colleague gets a report but no follow-up card.
2. It also needs a connected mailbox. Check your Gmail connection.
3. The report card still posts in the meeting channel without it.

The Brief Is Missing CRM Context

1. Check that external attendees are in your CRM under the email address on the invite.
2. Check that your CRM connection is active. A brief is still written without it, but with less context.

An Action Item Did Not Create a Task

1. Slack answers each tick with a message only you can see. Look for the reason there.
2. Check that your task tool connection is active and that you can create tasks in the target list.
3. Try ticking again. If it fails twice, contact support@agenteous.com.

I Did Not Get a Brief Email

1. The email goes only to people from your agency on the invite who have meeting prep notifications turned on. Check your personal settings.
2. Check that brief delivery in the Operator Console includes email.