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Micro Platform Overview

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Upcoming Meetings

On the Home page, you can view your upcoming meetings from connected Google Calendar accounts. Each event displays with interactive features:
  • Join Meeting — One-click access to video calls
  • View Location — See venue details for in-person events
  • Meeting Attendees — View participant list and their status
  • Quick Messages — Send templated messages to attendees
  • Meeting Prep — Research attendees and get context via AI

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Event Pages

Click on any event to open the full Event Page. Here you can see:
  • Event details - Title, time, location, and description
  • Attendees - Everyone invited and their response status
  • Related records - People and companies connected to this meeting
  • Meeting Notes - Transcripts and AI summaries from recorded meetings
  • Tasks - Action items tied to the meeting
  • Documents - Notes and files related to the meeting

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Quick Messages

Send templated messages to meeting participants with one click:
  • “I’m late” — General late notification
  • “I’m 5 min late” / “I’m 10 min late” — Specific delay times
  • “Can we reschedule?” — Request to reschedule
  • “Are you still coming?” — Check attendance status
  • “Custom” — Send a personalized message
  • “Draft followup” — After a meeting, draft a follow-up email via AI

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Meeting Preparation

Click the Meeting Prep button on any event to open the AI assistant with full context about the meeting. The AI will:
  • Research attendees — Gather background information on meeting participants
  • Prepare briefing materials — Create relevant context and talking points
  • Suggest conversation starters — Get icebreakers and discussion topics
Use meeting prep before important client meetings or sales calls to ensure you’re fully prepared.

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Meeting Recording

Micro can automatically join your meetings, record them, and generate AI summaries so you can focus on the conversation. On any event, click the Record button to enable recording for that meeting. Or turn on automatic recording in Settings → Meeting Recording. Each event page has three tabs:
  • Summary — AI-generated meeting summary
  • Transcript — Full meeting transcript
  • Notes — Editable notes you can take during or after the meeting
Learn more about Meeting Recording here

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Meetings on Profiles

On any person or company profile, you can see all past and upcoming meetings in the Meetings tab. This makes it easy to:
  • Review meeting history before a call
  • See when you last met with someone
  • Track meeting frequency with key contacts

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Calendar-Driven Automations

Calendar updates automatically trigger changes to relevant records in your lists. For example, when you book a call with a lead in a fundraising or sales pipeline, Micro detects the meeting and automatically moves the record to the proper stage.
Calendar events with contacts in your lists are automatically linked and tracked.

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Calendar Activity

Calendar data is visible by workspace members in a few places:
  • Activity - On people and company profiles
  • Calendar Properties - Last meeting, next meeting, and meeting count