Give every meeting a type so downstream automation actually works

List current meeting types in the project. For each existing type, classify: KEEP (clearly defined, distinct purpose, sufficient volume to justify), MERGE (overlaps with another type — e.g. 'product walkthrough' and 'demo' usually merge), RETIRE (dead type, no meetings booked in 90 days), or RENAME (purpose is right but name is unclear).

Create or update the 'Discovery' meeting type. Default duration: 30 min. Booking link visibility: prospects who haven't yet seen a demo. Required outcome on completion: champion identified, pain confirmed, current solution noted, timeline established, budget signal captured. Default notetaker autojoin: ON. Skip creation if a clean equivalent already exists (use the audit output).

Create or update the 'Demo' meeting type. Default duration: 45 min. Booking link visibility: prospects who have completed discovery (or self-served past the qualifying threshold). Required outcome: features demonstrated logged, technical questions captured, objections logged, next-step proposed. Default notetaker autojoin: ON. Skip if a clean equivalent exists.

Create or update the 'Proposal' meeting type. Default duration: 30 min. Booking link visibility: opportunities at proposal stage. Required outcome: pricing structure confirmed, contract questions captured, decision-maker presence verified, expected close date. Default notetaker autojoin: ON.

Create or update the 'Renewal' meeting type. Default duration: 30 min. Booking link visibility: existing customers within 90 days of contract end. Required outcome: usage health confirmed, stakeholder confirmation, expansion/contraction signals, contract terms discussion. Default notetaker autojoin: ON.

Create or update the 'Customer Success Check-in' meeting type. Default duration: 30 min. Booking link visibility: existing customers; reachable from in-app help center. Required outcome: usage patterns discussed, blockers captured, expansion opportunities noted. Default notetaker autojoin: ON.