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Set up Pre-meeting Reminders

How to set up automatic pre-meeting reminders

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Anyone can set up reminders, but as the meeting organizer you might want to set up this to automatically remind meeting attendees to contribute to the agenda before the meeting begins. This will help you build a collaborative meeting agenda.

*** Meeting Automations are a Pro Feature ***


  1. Visit the meeting note and click on the lightning bolt (⚡️) in the top right corner

    Or click on the vertical 3 dot menu --> Settings --> Automations

  2. Click on the toggle to turn on Pre-meeting Reminders (or press Configure)

  3. Click Add reminder to set your first reminder

  4. Set up the settings for that specific reminder:

    1. Specify how long before the meeting the reminder should be sent

    2. Choose how the reminder should be sent. Options are Slack, MS Teams, or Email. (Note: depending on your integrations, you may not see all 3 options)

      1. If you choose to send via Slack or MS Teams, you'll also need to specify the team or channel where to send the notes.

    3. Remind all participants

  5. Press Save. You'll then see a list of the reminders that you have set up. You can add up to 4 additional reminders (5 in total) for different time periods, to different people, or via different mediums (Slack, email, etc. ). To do that, click Add another reminder.

  6. When you're done, you can click the X in the upper right hand corner

If you want to delete or edit a reminder:

  1. Repeat steps 1-2, and press Configure. Then click on the reminder that you want to delete

  2. Press OK in the confirmation modal

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