Meetings from your calendar

Once Google is connected, your Google Calendar works inside KretaOS. A meeting you held with a client counts as a touch on their page, and you can book new client meetings without leaving the app.

Held meetings land on the timeline

About an hour after a meeting ends, KretaOS logs it on the client's timeline as a meeting. It moves their last contact and feeds the relationship score.

A calendar event is logged only when KretaOS is sure it was a real meeting with that client:

• at least one attendee is a contact in your book (teammates do not count)
• it is not an all-day event and was not cancelled
• you did not decline it
• it was not a very large event, like a webinar

A meeting with people from two client companies is logged on both. If you recorded the meeting in KretaOS, or its Google Meet transcript came in, the calendar entry is not added a second time.

What it records

The timeline entry carries the meeting's title, who was there and the start of its description. It is a record that the meeting happened. KretaOS does not turn a calendar title into client memory, because a title is not what the client said. For the conversation itself, record the meeting or add a transcript.

Like synced mail, these entries are private to you and the teammates who attended. See Who sees synced mail.

See and book meetings

Open Agenda and choose the Calendar tab. You see the next 14 days of your calendar. To book a client meeting:

1. In Schedule a meeting, type a title, pick the day, time and length.
2. Invite as many people as you need, up to 25. Type a name and pick from the list (your clients' people and your teammates), or type any email address. Press Enter or a comma after each one; each person becomes a chip, and × removes one.
3. Add an agenda if you like, and tick Add a Google Meet link for a video call.
4. Press Book it. The event goes on your calendar and the invite goes out from your own Google account to everyone on the list. You are the organiser, so you never need to add yourself.

Your remaining meetings for today also show on Home under Today's meetings.

Before a meeting

About 30 minutes before a meeting with a client contact on it, you get one notification, for example In 30 min: Priya Shah, Northwind with 2 open promises · deal at Proposal · last touch 6 days ago (a lock screen shows only the first line). It goes only to you, the person whose calendar it is; attendees KretaOS does not know are ignored.

Tap it, or Brief → beside the meeting on Home (a meeting within two hours is marked Next), to open the brief: Who is coming, We owe and They owe (open promises each way), the open Deal, and the Last 3 touches you can see. Record this meeting starts the recorder with the client chosen; Open client goes to their page. To stop the reminder, switch off Before a meeting under Intelligent alerts in Settings.