Documentația platformei

Creating meetings

Book meetings with video join links, workspace and external attendees, custom recurrence, and RSVP tracking. Meetings sync to your connected Google or Outlook calendar and appear on the Elevale calendar.

Who this is for

All workspace members with Calendar access. Live meeting capture works in the browser (Chrome/Edge) or the Elevale desktop app.

Before you start

  • Access to Calendar from the sidebar.

  • Title, start time, duration, and attendee emails or workspace members if others should join.

  • Google or Outlook connected under calendar Settings for external sync (recommended).

Steps

  1. Open Calendar from the sidebar.

  2. Open Create  Meeting, or New meeting from a day on the calendar.

  3. Enter Title, Starts (date and time), Duration, and optional Repeat schedule (including custom recurrence).

  4. Add attendees with the attendee picker: choose workspace members and/or type external email addresses.

  5. Click Create. If the time clashes, pick another slot or Create anyway.

  6. Attendees receive branded invitation emails with Accept, Decline, and Tentative links when email addresses are added.

  7. Open the meeting on the calendar to view the briefing with linked tasks, wiki, BD context, attendee leave, and RSVP status for Elevale meetings.

  8. Attendees can also respond from the meeting preview popover on the calendar (Accept, Decline, or Tentative).

What you should see

The meeting appears on your Elevale calendar and syncs to your connected external calendar. Attendees receive invites when email addresses are added. RSVP responses update on the meeting preview and in attendee lists.

Troubleshooting

  • Meeting does not appear on Google or Outlook Connect your account under calendar Settings ÔåÆ Connect Google or Outlook. Allow a minute for sync.

  • Clash warning blocks creation Choose a free slot or use Create anyway if you intend to double-book.

  • No video join link Join links come from your connected calendar provider. Confirm the external calendar connection is active.

  • Attendee did not receive an invite Confirm the email address is correct and your workspace can send transactional email. Ask them to check spam.

  • RSVP link does not work Invitation links expire if the meeting was cancelled or recreated. Send an updated invite from the meeting editor.

Common questions

What is the meeting briefing?

A summary on the meeting detail with linked tasks, wiki pages, BD Log context, attendee RSVP status, and whether attendees are on leave.

What is Transcribe this meeting?

In the browser or Elevale desktop app you can record and transcribe a call when drafting strategy updates or saving meeting notes. On the web, share the meeting tab with audio or use microphone only. Audio is discarded after transcription; nothing updates OKRs until you confirm.

Do busy blocks from Outlook show?

Yes, when Google or Outlook is connected and the Meetings layer is on in calendar Settings.

What recurrence options are available?

Choose a preset repeat pattern or Custom to set interval, days of week, and end date. Edit recurrence from the meeting editor later.

How do external guests respond without an Elevale account?

They use the Respond link in the invitation email. Their choice updates RSVP on the meeting for organisers.

Related articles