What it does
Use when a user mentions "meeting deal linking", "unlinked meetings audit", "meeting CRM hygiene", or asks for related help. Find meetings not linked to a deal but that should be (account has an open deal, meeting type is revenue-impacting), AI-suggest the right deal, and batch-link via review. Closes a chronic gap that makes meeting analytics unreliable.
You get
meeting_list
Meeting List produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Find Unlinked Meetings
list_meetingsList all meetings from the last 60 days that have no linked deal. Filter to meetings where the meeting type is revenue-impacting (Discovery, Demo, Proposal, Close, Renewal — exclude internal sync, 1:1, interview). For each unlinked meeting, surface: meeting date, host, attendees (with company), and any open deals on attendees
Build Linking Workflow
Create WorkflowCreate a workflow firing daily that finds new unlinked revenue-impacting meetings (incremental from the audit). For each: (1) compute the most-likely deal match — same account + open stage + attendees overlap with deal contacts; (2) if confidence is high (single clear match), auto-link via link_meeting_to_deal; (3) if confidence is medium (multiple plausible matches or attendees-don
Build Linking Hygiene Dashboard
Build DashboardCompose a meeting-deal-linking hygiene dashboard: % of revenue-impacting meetings linked to deals (target: 95%+; below 85% means the linking workflow is failing or reps aren
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