The Meeting types tab tells Vega what to write before a meeting, what to write after it, and who receives the result.
The list
Your meeting types are grouped by who they belong to:
Personal: meeting types only you can use and edit.
Team: [name]: meeting types belonging to one of your teams. Team members can use and edit them
Firm: meeting types available to everyone at the firm. Users with admin permissions edit them.
Click a type to open it, click New to create one, or use the bin icon to delete one you manage. Deleting cannot be undone.
Creating or editing a type
General fields
Name (required): what you will pick from the list when assigning a type to a meeting, for example “Annual Review”.
Description (required): what this meeting is for. Vega reads it, so describe the meeting rather than restating the name: “Yearly planning review with an existing household: performance, goal changes, tax and estate updates.”
Available to: the scope of the type: Only me, A team (you then pick the team), or Everyone in the firm. Only users with admin permissions can create firm-wide types.
Before meeting
Preparation sheet: the template Vega fills in to prepare you. The default covers recent activity, vision and concerns, current situation, household snapshot and conversation starters. Edit it freely.
Reminder email: the subject line and body of the reminder sent to the client ahead of the meeting.
After meeting
Meeting notes: the template for the notes Vega produces from the meeting: highlights, action items, topic-by-topic detail and a financial planning data table.
Follow-up email: the subject and body of the follow-up draft sent after the meeting, typically listing each side’s next steps.
Coaching: instructions for how Vega should evaluate meeting craft (discovery, listening, clarity, follow-through) and the score calibration it should use. Scores are always out of 100.
Writing templates
Templates are instructions to Vega, not fixed text. Two mechanisms do the work:
Square brackets are placeholders Vega completes, for example [Note new goals identified in recent communications]. Write them as directions: say what you want, how long it should be and in what form.
Variables are replaced with real values: $meeting_title, $first_name, $last_name, $email, $firm_name.
Anything not in brackets is used verbatim, which is how you keep headings and structure exactly as you want them.
Sharing
The Sharing section decides who receives the preparation sheet and the meeting notes, and whether email drafts are saved to your mailbox.
Share with users / teams: who can see the preparation sheet, and separately, the meeting notes.
Notify users / teams: who gets an active email notification when one is produced. You can only notify people you have shared with; removing someone from the share list removes them from the notify list automatically.
Save reminder draft: when on, the email draft is placed in your mailbox’s Drafts folder, ready for you to review and send. Nothing is ever sent on your behalf.
Save follow-up draft: when on, the email draft is placed in your mailbox’s Drafts folder, ready for you to review and send. Nothing is ever sent on your behalf.
On a team or firm type, sharing has two layers:
Defaults for everyone: the settings everyone using the type inherits. Only the people who manage the type (team members, or users with admin permissions for a firm type) can change them.
My settings: your own replacement of those defaults, applied to the meetings you own. Turn on Customize for my meetings to use it, turn it off to fall back to the shared defaults.
Personal types have a single layer, so this split does not appear.