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Field Meeting AI

    Log, sync, and manage meetings with Field Meeting AI

    • Updated

    Log your customer meetings in Showpad to keep a clear history of your engagements. Manually create meetings and link them to contacts and CRM records. You can also connect your calendar to automatically sync appointments. During a scheduled meeting, any content you present through Showpad is automatically logged. Showpad Assist can use this information along with linked notes to create a detailed overview of what was discussed. This context also allows Field Meeting AI to suggest relevant and effective follow-up actions.

    Note: We are committed to providing you with high-quality, secure AI-generated content. See our Generative-AI FAQ to learn about the data privacy and quality controls we use with our AI features.

    Key features

    • Create meetings and link them to contacts and CRM records
    • Connect your Google or Microsoft calendar to sync relevant appointments
    • Track the content you present through Showpad during a meeting

    You need this to succeed

    • Access to the Showpad Web App or iOS App
    • Field Meeting AI enabled by your administrator
    • For CRM features, an active CRM integration with Showpad

    Choose your success platform


    iOS
    Web App

    The quick way on the Web App

    1. Create a new meeting:
      1. Navigate to the Shares tab and select Meetings.
      2. Click New and select Meeting.
      3. Fill in the meeting details and click Create.
    2. To sync appointments automatically, connect your calendar
    3. Manage your meetings

    Do this step by step

    Keep a clear history of your engagements and unlock AI-generated meeting overviews with effective follow-up actions by creating meetings in Showpad and linking notes to them.

    Create a new meeting

    1. Navigate to the Shares tab and select Meetings.
    2. Click New and select Meeting.
    3. Give the meeting a Title.
    4. Search for and select Participants' email addresses.
    5. With a connected CRM, use the Related to field to search for and select an account or opportunity.
      • To connect to your CRM, click Connect in the ‘Connect your CRM’ message under the Title field. If your organization is connected to multiple CRM instances, select the instance you want to log in to, then log in.
    6. Select a Date from the calendar, then enter the beginning and ending meeting times in the From and To fields.
    7. Click Create.
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    Connect your Google calendar

    Sync relevant appointments from your Google calendar to Showpad meetings. Meetings you create in Showpad will not be synced to your calendar.

    1. Click Connect in the ‘No calendar connected’ yellow bar at the top of the Meetings page.
    2. Click Continue with Google and sign in with your Google account.
    3. Review what information will be shared between your calendar provider and Showpad Assist. Then, click Continue.

    4. Review the actions Field Meeting AI can perform in your calendar app, then click Allow.

      Relevant new appointments from your calendar will be added to Showpad Meetings. To keep things organized, we'll automatically create a new "Field Meeting AI" calendar in your calendar app. This dedicated calendar shows the meetings that Field Meeting AI can help you with. You can hide this calendar at any time to keep your private notes and prep materials hidden from customers.

    Note: If the Field Meeting AI calendar isn't created when you first connect, we check for it each time you create or update a calendar event. If it’s missing, we’ll create it.

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    Connect your Microsoft calendar

    Sync relevant appointments from your Microsoft calendar to Showpad meetings. Meetings you create in Showpad will not be synced to your calendar.

    1. Click Connect in the ‘No calendar connected’ yellow bar at the top of the Meetings page.
    2. Click Continue with Microsoft and sign in with your Microsoft account.

    3. Review what information will be shared between your calendar provider and Field Meeting AI. Then, click Accept.

      Note: If you're the first user to connect with your organization's Microsoft account, you'll see an Approval required pop-up window. In this case, enter a message for your IT department to request approval.  Your IT department needs to follow the steps outlined here to grant approval.

      Relevant new appointments from your calendar will be added to Showpad Meetings. To keep things organized, we'll automatically create a new "Field Meeting AI" calendar in your calendar app. This dedicated calendar shows the meetings that Field Meeting AI can help you with. You can hide this calendar at any time to keep your private notes and prep materials hidden from customers.

    Note: If the Field Meeting AI calendar isn't created when you first connect, we check for it each time you create or update a calendar event. If it’s missing, we’ll create it.

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    Manage meetings

    • Meetings are organized into weeks. Click the left arrow and right arrow next to the dates of the week to view the next or previous weeks.
    • To edit a meeting, click the three dot menu and select Edit. Update any of the fields and click Save.
    • To delete a meeting, click the three dot menu and select Delete. Confirm on the pop-up.
    • Use the search field to locate a specific meeting.
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    The quick way on iOS

    1. From the menu, navigate to Meetings.
    2. Tap the plus icon to create a new meeting.
    3. Add a Title, time, participants, and relate it to a CRM record.
    4. Tap Create to save the meeting.

    Do this step by step

    Create meetings in Showpad and link your notes to keep a clear record of engagements, generate AI-powered overviews, and get actionable follow-ups.

    Create a new meeting

    1. Tap the menu icon in the top menu bar, and select Meetings.
    2. Tap the plus icon in the upper right corner.
    3. Give the meeting a Title.
    4. Select the Start and End Date & Time.
    5. Search for and select Participants' email addresses.
    6. With a connected CRM, tap the Related to field to search for and select an account or opportunity.
    7. Tap Create.
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    Manage meetings

    If you connected your calendar through the Showpad Web App, you’ll find relevant appointments from your calendar on the Meetings page. You’ll also see the meetings you create.

    • Tap Upcoming to view all future meetings.
    • Tap Recent to view all current and past meetings.
    • Tap a meeting to view the meeting overview, linked notes, follow-up actions, and the option to edit the meeting.
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    Now that you've logged your meeting, see how Field Meeting AI uses your linked notes to generate a detailed AI overview.

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