Meetings

Meeting calendar

Browse all 12 months of 2026. Meetings before June 12, 2026 open historical notes; meetings on or after June 12, 2026 send teams to AI Gist prep.

June 2026

161 customer interactions across Jan-Dec 2026

Historical notes before Jun 12Future meetings generate AI Gist
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

Future meeting prep

Okta · 2026-06-13 · Security Team, Services Team

This meeting is on or after June 12, 2026.

Use AI Gist before the customer conversation so the team walks in with historical notes, open actions, public signals, and Oracle recommendations aligned.

Meeting: Okta Opportunity Qualification

Participants: Okta business sponsor, Okta platform owner, Okta procurement lead

Prep focus: audit controls, identity risk, security posture

Owner: Evan Brooks

Upload meeting source

Latest transcript extraction

Zoom Export - AI Roadmap Discovery

Zoom TXT

Stakeholders want a governed AI knowledge layer that can cite historical account context.

Database Benchmark Notes

PDF

Current reporting workload is constrained by nightly ETL windows and mixed query patterns.

Security Controls Email Summary

Rep Notes

Security stakeholders need stronger evidence for audit controls across hybrid cloud systems.

Meeting note sources

Manual Entry

Sales reps enter notes, decisions, action items, and customer updates.

Zoom Transcript Upload

TXT, DOCX, PDF, and Zoom exports are processed into structured memory.

Rep Notes Upload

Call notes, meeting summaries, emails, and customer updates are linked to accounts.

oneteam-onegoal