Meeting Details Page

Cloverleaf’s Meeting Details Page takes you from “found a lead” to “took action” in just a few clicks. Every page is designed to give you full context around who spoke, what was said, and what next steps to take—all in a single, streamlined view.

Meeting Playback & Search Context

At the top of the page, you’ll find the meeting video or audio player (depending on what the municipality provides). Below that:

  • Search Terms: These are the keywords you searched with—helping you stay focused on the context that matters.


Channel Details

See which government body hosted the meeting, along with its:

  • Name (e.g., City Council, School Board)

  • Population (if applicable)

  • Links to the agency’s Home Page and Contact Page for easy research or outreach

  • Contact Info (when available)



Transcript Snippets

This section displays the key moments Cloverleaf found based on your search.

  • Each snippet includes the matched keywords, timestamp, and speaker info (if available).

  • Click a timestamp to jump directly to that moment in the meeting.


Full Transcript Access

If you want to dive deeper, you can click “Full Transcript PDF” at the top of the transcript section to open or print the entire meeting record.


Opportunities

If Cloverleaf AI has detected any actionable opportunities from your search terms, they’ll appear on the tab to the far right. This might include signs of an upcoming RFP, a government pain point, or strategic signals to guide outreach.

 


Generating and Reviewing Insights

Cloverleaf’s AI-powered insights give you a tailored summary of each meeting so you can quickly assess relevance, urgency, and opportunity strength—without having to watch the entire video.

To create or view Insights:

  • Click the Personal Insight tab on the right side of the Meeting Page
  • Use the blue + icon to create a new insight, choosing from prompt types like Sales Insights, Budget Research, Key Takeaways, and more
  • Insights are generated based on your saved Focus Areas and Competitors, but you can customize prompts before generating
  • Previously generated insights for that meeting will also be displayed here for quick reference or sharing

Tip: You can copy the generated insight and paste it into bookmarks, emails, reports, or internal notes.


Filter by Speaker: Discover Key Quotes

Cloverleaf lets you drill into exactly what a specific person said in the meeting.

How to Filter by Speaker:

  1. Use the Person dropdown to select a specific speaker or title (e.g. Mayor, Director of Planning)
  2. The transcript will update to show only the moments where that speaker mentioned your keywords

This is especially useful for tracking influence, quoting elected officials, or validating stakeholder sentiment.


Sharing the Meeting

Need to send a moment to a teammate or external partner?

  1. Click the Share icon () next to any transcript snippet
  2. Copy the shareable link and send it to anyone—free and paid users alike can view the shared clip
  3. If the recipient doesn’t have an account, they’ll be prompted to create a free viewer account to access the meeting page


Bookmarking Key Moments

Want to save a moment for later or organize it by client/project?

To create a bookmark:

  • Click the Bookmark icon () next to any transcript snippet
  • Add notes, tag teammates, and assign the clip to an existing folder—or create a new one
  • Saved clips are available from the Bookmarks tab on the left-hand toolbar. You can edit, share, export, or delete clips as needed.


Improve Search Results

Improve the quality of your search results by leaving a Thumbs Up or Thumbs Down on meetings

 

Questions? Please reach out to support@cloverleaf.ai