Meeting types

Advisors can view, edit, and delete meeting types in their Settings of the Vega web app. Our recommendation is to remove any meeting types that you will never want to use.

When a new meeting is prepared, Vega will pick a meeting type based on the information available (meeting title and description most of the time), so cleaning unwanted meeting types will only make the decision easier (remember: the cleaner your data, the better your Vega).

You are able to customize the output for each meeting type. This concerns the following:

Templates are communicated in plain text, or “soft coding” as we like to use, which opens a lot of possibilities because you’re really able to instruct Vega here. In addition, you will notice that you can tilt Vega’s focus when analyzing meetings by choosing from a list of preset categories.

Templates will drive the output by guiding Vega. This is what makes it powerful and very flexible. It's also important to keep in mind that you can define templates for each meeting type.

The important information to remember here: the meeting type that is set on a given meeting will inform Vega on which templates to use. If an analysis is done with the wrong meeting type, you can change the type, save the change, and click “Re-run”.

What should you include in your meeting templates, and how should you write them? Here are two ways to approach it.

1) Focused and gated template focusing on some categories

Most users expand and modify our default template while keeping the same logic of pre-defining categories into which they want information to be grouped.

Here's an example of meeting notes generated from the template above:

2) Flexible and open template giving more freedom

You can let Vega improvise a lot more and get something more GPT-like by using a template like the one below. This is not the most common way to set up your templates, but we’ve seen it done!

Here's an example of meeting notes generated from the template above: