10:00 - 11:00
Oakline / pilot kickoff
Confirm the pilot scope, the security review, and the rollout across the three sites.
Calendar
Bring your calendars together, make room for the work, and arrive with the client history in reach. Prism connects the meeting to what happened before and what needs to happen next.
Scroll across the schedule to see more days.
Create events directly in Voice, or bring in calendars from connected accounts. Keep work meetings, personal commitments, and focus time together, with a separate color for each calendar.
Hide a calendar when you want a clearer view. It keeps syncing in the background, ready when you turn it back on.
Keep the source clear. Edit connected events in their original calendar. Create and edit Voice events here. Client and deal links stay with the event in your workspace.
Plan a client call, protect time for a proposal, or bring the team together. Give the event a time, a place, and the account it belongs to.
Add internal teammates to a Voice event and it appears on their calendars too. The organizer manages the details; attendees can see the event and receive updates.
Open the event to see the attendees, client, and deal. Ask Prism for a brief from the record behind the meeting: the last conversation, the latest email, and the decisions still waiting.
Confirm the pilot scope, the security review, and the rollout across the three sites.
You're meeting Carol and John about the pilot. Here is what to carry into the conversation.
“November works if the security review clears. Could you send the revised quote for 40 seats by Friday?”
An example brief for Oakline's pilot kickoff. Prism uses the information you have access to, with sources you can check.
Capture the conversation from your computer, with no bot in the room. The transcript, note, and commitments stay connected to the client and the deal.
For a supported meeting link, you can also choose to send a visible notetaker. That is a separate choice for each meeting.
Explore meeting captureThursday, November 5 / 10:00
Let's keep the two training days in the pilot plan.
I'll send the revised quote and the plan by Friday.
I'll send over the security questionnaire today.
The team confirmed the 40-seat pilot across three sites, including two on-site training days. The start date remains subject to the security review.
Keep the training days in the written pilot plan.
You will send the revised quote and plan by Friday. John will send the security questionnaire today.
You / Due Friday
Pilot kickoff / 12:31You / Due tomorrow
John's commitment / 12:41Keep the source attached, with an owner and a date for the work you need to do.
Explore tasks and referencesA meeting can happen away from your desk, or end without a recording. Today surfaces meetings that are still missing a note so they do not disappear into last week's calendar.
Add the recap while it is fresh, or mark a meeting that did not happen. Focus blocks and other non-meeting events do not need a meeting note.
See how notes keep the record completeIn person / No note linked
No recording or note linked
No. Create events directly in Voice, including meetings, calls, focus blocks, and deadlines. Add a calendar connection when you want your existing schedule in the same view.
Yes. Each calendar keeps its identity in the shared view. Show your whole schedule, or hide individual calendars to focus on work, personal commitments, or events you created in Voice. Hiding a calendar does not stop it from syncing.
The connected calendar remains the source for the meeting's title, time, and guest list, so edit those details there. In Voice, you can keep the client and deal attached and choose a supported meeting's notetaker setting. Events created in Voice can be edited here.
Internal teammates see the Voice event on their calendars and receive updates. The organizer keeps control of editing. You can list external guests for context, but sending external calendar invitations from Voice is not available yet.
Voice keeps its imported meeting history so the context behind your notes and client records can remain available. Hiding a calendar in the view only changes what you see; it does not stop its connection from syncing.
Plan the time. Bring the context. Keep the next step in reach.
Every surface feeds the others. Walk through the rest.