After a meeting is completed, Garba automatically analyzes it to determine the most relevant meeting type. This classification is then used to apply the appropriate meeting summary template and playbook—if they have been configured.
Default Meeting Types
By default, Garba categorizes meetings into the following types:
Customer Success
Check-in Call
Onboarding Call
Renewal Call
Sales
Discovery Call
Product Demo
Proposal Negotiation Call
Technical Deep Dive
Closing Call
General
General Meeting
Creating Custom Meeting Types
If your meetings don’t fit into Garba’s default categories, you can define custom meeting types:
Navigate to Settings > Configuration > Meeting Types.
Click "New Meeting Type" and enter a name and description.
Clearly describe what makes this meeting type unique—its purpose, structure, participants, and key topics. For example:
"A first call with a potential customer to understand their needs and qualify them. Focus on pain points, budget, and decision-making process."Click Save to apply the new meeting type.
Customizing Meeting Types for Teams
Each team in your organization may have different meeting types. To improve Garba’s accuracy in identifying meetings, you can customize which meeting types apply to each team:
Go to Settings > Teams and select the team you want to configure.
Click the cogwheel icon next to the team name.
Under Meeting Types, select the categories that are relevant to that team.
For example, if a BDR team never conducts Customer Success onboarding calls, removing that option ensures Garba classifies their meetings more accurately.
By tailoring meeting types at the team level, you help Garba make more precise classifications, leading to better summaries and insights.