Workspaces
Organize meetings into workspaces for different projects, teams, or clients. Share meeting intelligence with your team and control access with fine-grained permissions.
What are Workspaces?
Workspaces are containers that organize your meetings. Each workspace has its own:
- Meetings: Captured audio, transcripts, summaries, and action items
- Participants: People-indexed memory and relationship timelines
- Members: Team members with specific access permissions
- Settings: AI templates, routing rules, and integrations
Your default workspace. Private to you. Perfect for 1:1s and personal meetings.
Shared with your team. Collaborate on meeting notes and action items.
Segment client meetings. Share with account teams or keep private.
Creating Workspaces
- Click the workspace dropdown in the top-left of the app (or sidebar)
- Select Create New Workspace
- Choose a name (e.g., "Product Team", "Client: Acme Corp", "Q1 Planning")
- Set visibility:
- Private: Only you and invited members can see meetings
- Team: All members of your organization can discover and request access
- Click Create Workspace
Workspace Limits
Auto-Routing Rules
Automatically route meetings to specific workspaces based on meeting title, attendees, or calendar. This keeps your meetings organized without manual effort.
How It Works
- Open a workspace and go to Settings → Auto-Routing
- Click Add Rule
- Define conditions:
- Meeting title contains: e.g., "Standup", "Client:", "[ACME]"
- Attendees include: e.g., specific email addresses or domains
- Calendar: e.g., "Work Calendar" vs "Personal Calendar"
- Set priority (rules are evaluated in order, first match wins)
- Save the rule
Example Rules
| Workspace | Condition | Example |
|---|---|---|
| Product Team | Title contains "Standup" | "Daily Standup", "Weekly Standup" |
| Client: Acme | Attendee domain is @acme.com | john@acme.com attends |
| Engineering | Title contains [ENG] | "[ENG] Architecture Review" |
| Personal | Default (fallback) | All other meetings |
Workspace Members & Permissions
Invite team members to collaborate in a workspace. Each member has a role that controls what they can do.
Member Roles
| Role | Permissions |
|---|---|
| Owner | Full control: manage members, delete workspace, change settings |
| Admin | Manage members, edit settings, create/edit/delete meetings |
| Member | View all meetings, edit own meetings, create meetings, comment |
| Viewer | View meetings only, no edit or creation permissions |
Inviting Members
- Open the workspace and go to Settings → Members
- Click Invite Member
- Enter email addresses (comma-separated for multiple)
- Choose a role for each invitee
- Click Send Invitations
Workspace Seat Limits
Workspace Settings
Each workspace has independent settings for AI, integrations, and data retention.
AI Templates
Customize summary prompts, action item extraction rules, and sentiment analysis per workspace.
Slack/Teams Integration
Route summaries to specific Slack channels or Teams groups for this workspace only.
Data Retention
Set how long meeting recordings and transcripts are retained (30 days to forever).
Webhooks
Subscribe to webhook events scoped to this workspace (e.g., new meetings, action items created).
Best Practices
- Start with auto-routing: Set up routing rules early so meetings automatically land in the right workspace.
- Use workspaces for context boundaries: Separate workspaces for different clients, projects, or teams keeps context clean.
- Limit workspace members: Only invite people who need access. Use Viewer role for observers.
- Customize AI templates per workspace: Different teams may want different summary formats.