Concrete’s meeting intelligence processes board meetings, check-ins, and advisory sessions to extract insights and create organized touchpoints alongside your email communications.
Meeting content integrates seamlessly with email intelligence to create complete portfolio context.
Benefits
Smart Categorization: Meetings are automatically classified into categories like board meetings, check-ins, or LP calls.
Participant Recognition: Automatically tags meeting participants. Easily view all meetings with a specific person or company.
Company Recognition: Automatically tags companies whether they’re the main topic or mentioned in conversation.
Touchpoint Integration: Meetings are grouped with related emails and documents into coherent touchpoints.
Content Processing: Meeting content is indexed to be used by Concrete’s AI agents.
Logging Meetings
Manual Submission
Log meetings directly through the Concrete app interface.
How it works:
- Navigate to any company or person page
- Click Add dropdown and select Log Meeting
- Add meeting notes, transcripts, and key details
- Meeting content is automatically processed and categorized
Granola Integration
Connect your Granola account to automatically sync meeting notes into Concrete. Configure the integration from Settings → Meetings.
Key details:
- Personal API Key: Syncs notes you own and notes shared directly with you. Does not include Team Space (Workspace) folders.
- Enterprise API Key: Also syncs notes from your Granola Team Space (Workspace) folders.
- Concrete only syncs meetings relevant to your portfolio. You can choose how meetings are matched to portfolio companies:
- Smart Match: Concrete analyzes meeting content — titles, notes, and transcripts — to identify which portfolio company the meeting is about, even if no participant email matches. Best for firms where founders or external attendees use personal email addresses.
- Strict Match: Only syncs meetings where a participant’s email domain directly matches a portfolio company. More conservative; no AI-based content inference.
Configure the matching mode from Settings → Meetings → Granola integration card.
API Integration
For automated workflows, use Concrete’s API to sync meeting content at scale.
How it works:
- Create a new API key in Settings → API Keys
- Use Concrete’s
POST /v1/meetings endpoint to upload meeting transcripts and notes
