The Backstory: You have a customer meeting coming up and need to quickly understand where the opportunity stands, who will be attending, and what happened since your last conversation. Instead of gathering information from different sources, you open My Meetings in the Backstory App. Each meeting is already matched to the appropriate opportunity or account, bringing together participant details, AI-powered summaries, and relevant account context in one place. After the meeting, you can return to the same view to review key outcomes and next steps without searching through multiple tools.
My Meetings gives you a dedicated in-app view of your upcoming and past meetings. It surfaces meeting intelligence that already lives in Backstory, pulling your calendar meetings together with the matched opportunity or account, participant details, and Backstory AI-powered summary.
My Meetings includes:
Upcoming meetings: Today’s meetings and meetings scheduled for the next 6 days
Past meetings: Meetings from the previous 30 days
Beta: The My Meetings feature is in beta and not enabled by default. If you do not see the My Meetings button in the Backstory App and you are interested in using this feature, contact your Customer Success Manager.
Access My Meetings
Log into the Backstory App.
Click the My Meetings button in the top right of the screen.
Note: The My Meetings button displays the number of meetings you have coming up in the next 7 days.
Meeting Preparation
The Meeting Preparation page gives you everything you need to walk into a call ready. It brings together the matched record, participants, and a summary so you can review the deal, spot risks, and plan your talking points.
Log into the Backstory App.
Click the My Meetings button in the top right of the screen.
Click Prepare on the meeting card to view the Meeting Preparation page.
The Meeting Preparation page includes:
Meeting information: The meeting title, date, time, and duration, and customer.
Matched opportunity (if applicable): The matched opportunity including opportunity owner, amount, and close date, and stage.
Participants: External participants grouped by acceptance status, in the order accepted, declined, and no response, with title and seniority. New participants, meaning those with no prior engagement on the opportunity or account, are flagged so you can spot new stakeholders before the call.
Account/Deal Summary: AI-generated summary based on Backstory intelligence that includes key topics, recorded next steps, and potential risks. These are not specific to the meeting, but to the entire matched account or opportunity.
Backstory Assistant: The Backstory Assistant side panel on the right side is an AI agent where you can ask natural language follow-up questions.
Review a Past Meeting
The Meeting Summary page helps you follow through after a call by showing what was discussed alongside the matched record and participants.
Log into the Backstory App.
Click the My Meetings button in the top right of the screen.
Click the Past tab.
Click View Summary on the meeting card to view the Meeting Summary page.
The Meeting Summary page includes the same information as the Meeting Preparation page, but replaces the Deal/Account Summary with Meeting Insights. Meeting Insights highlight key topics, potential risks, and next steps identified from the meeting transcript. You can also select View recording to watch the meeting recording.
Frequently Asked Questions
Do the Backstory Assistant prompts relate to the specific meeting?
Not yet. The prompts and responses in the Backstory Assistant are scoped to the matched opportunity or account, not to the individual meeting, so they reflect deal and account context rather than meeting-specific guidance.
Why don't I see the My Meetings button?
The My Meetings feature is in beta and is not enabled by default. If you do not see the My Meetings button in the Backstory App and you are interested in using this feature, contact your Customer Success Manager or support@backstory.ai.
How is each meeting matched to a record?
Meetings are matched using existing opportunity and account association logic. An opportunity match takes precedence, and the account is used as a fallback when no opportunity is matched.
Can I create follow-up actions from a past meeting?
Not in this version. My Meetings focuses on preparing for and reviewing meetings. Post-meeting follow-up actions are not part of the current experience.
Need Help?
Contact your Customer Success Manager or support@backstory.ai.