Setting up your Notetaker to Analyze Investor Meetings

🗺️ Located on the ‘Investor Meetings’ tab Connecting your Google Calendar allows Flowlie to track investor meetings and automatically analyze your calls. Connecting Your Calendar Go to the Investor Meetings tab Click Connect Calendar (top right) and authenticate Once connected: Upcoming investor meetings are tracked automatically The AI note taker is enabled for all future meetings You can remove it from any individual meeting if needed Viewing Meetings & Analyses After a call, meetings appear in the Meetings sub-tab of each Fund Detail Page Access fund detail pages from anywhere in Flowlie or via Universal Search Use the Meetings tab to view: All calls with the fund Investors met Transcripts and call analyses Summary stats (total meetings, highest-ranked investor) Call Analysis & Next Steps For each investor call, Flowlie automatically generates: A call summary and firm-specific insights Sentiment analysis (interest, concerns, pushback) Clear next steps agreed upon in the meeting Next steps are aggregated at the fund level so you can manage follow-ups in one place.