How meetings land on deals

A meeting on a deal feeds that deal: its notes, to-dos and summary show up on the deal page, and Goose uses it when it writes the deal's Catch me up. Most meetings land on the right deal by themselves. This page explains how, and what to do when one doesn't.

How Goose attaches a meeting by itself

When a customer meeting comes in from your calendar, Goose looks for the open deal it belongs to:

1. The deal's people come first. If someone at the meeting is one of the people on a deal, the meeting goes on that deal.
2. The company's web domain comes second, and only for deals with no people yet. A meeting with someone from @acme.com goes on Acme's deal only if nobody has been added to that deal.
3. If the meeting could belong to two or more deals, Goose leaves it alone rather than guess. Attach it yourself.

Goose only does this for meetings with people outside your team, from the last 30 days up to six months ahead, and only onto open deals. Internal meetings show Not a deal meeting instead.

Meetings that come in from Granola also go on their company's deal when the company has exactly one open deal.

If you've connected Gmail, email threads are matched the same way. One difference: a thread that matches several deals at the same company goes on the company.

The best way to help Goose is to add the customer's people to the deal with a role: see the People tab on the deal page. Only people with a role count.

Attach, move or remove a meeting yourself

You do this from the meeting itself, under Deal. See Change the deal.

Only the meeting's owner, or a team lead, admin or workspace owner, can attach, move or remove it, and not from a read-only seat. A recording made with Record now can only be changed by the person who recorded it. To-dos already created from the meeting stay on the old deal.

Once you've removed a meeting from its deal, Goose won't attach it to a deal again on its own.

"Create a deal for …?"

After a call with a company that has no open deal, if the call produced to-dos, Goose may suggest one. The card appears under After this call on the meeting, and lists the to-dos from the call that the new deal will carry.

×

• Create deal opens the new-deal form. Once you save the deal, the to-dos move onto it.
• Not now hides the card for a while. Pick Tomorrow, In 3 days or Next week.
• Not a deal says the company isn't a sales opportunity. The call's to-dos move to their owners' Internal lists, labeled with the company's name.

Common snags

• A meeting went on the wrong deal. Usually someone at the meeting is on two deals, or the deal has no people and the company has two deals. A Granola meeting goes on the company's only open deal, even if it was about something else. Move it from the meeting.
• A meeting didn't go on any deal. Either nobody at it is on a deal, the company's deals all have people and none of them were there, or it matched more than one deal. Attach it from the meeting, and add the missing people to the deal with a role so the next meeting lands by itself.
• You can't change a meeting's deal. Only the meeting's owner, or a team lead, admin or workspace owner, can, and not from a read-only seat.