OpenCharts — AI-Powered Flowcharts, Whiteboards, Notes & Presentations

Join meetings from the dashboard

The Meetings widget on your home dashboard now shows a real Join button for every upcoming calendar event with a meeting URL. The button opens the Zoom / Meet / Teams / Webex / Slack Huddle / GoTo link in a new tab so you can jump in with one click.

If you don't see a Join button, the calendar event doesn't have a meeting URL attached — the card will still link to /meetings for context.

Today, Tomorrow, or pick a day

The widget now defaults to Today and automatically hides events that have already ended. Tap Tomorrow to peek at the next day, or Pick… to open a 14-day mini calendar and jump to any specific date. Your selection persists until you change it.

Each card includes attendee chips (avatars + names) and a “Starts in Nm” countdown for events less than 30 minutes away.

Theo Insights for the day

Click Insights in the widget header (or the Insights pill on the Meetings page) to ask Theo for a per-meeting briefing for the selected day. For each event you get:

What the meeting is about, in 1–2 sentences.
Suggested prep bullets (links, decks, questions).
Related past meetings & notes pulled via the MCIR memory protocol — attendee overlap, title keywords, and prior summaries.
Attendee list with avatar initials and the organizer flagged.
The Join button right inside the modal.

Briefings are billed against your AI credit allotment. Each request is cached per (user, day, event-set) for 10 minutes so repeat clicks are essentially free.

Folders & the Unfiled bucket

The folder sidebar now talks to the API, so clicking Standupsactually scopes the list to that folder — even if the meetings aren't in your most recent 50.

An Unfiled entry appears whenever there are meetings without a folder assignment. Use it to find recordings that the AI categorizer skipped.

If a folder count looks wrong, tap the small refresh icon next to Folders to recompute every count from the source of truth (the meetings collection).

Sharing notes with attendees

When a meeting finishes processing, Theo automatically emails the AI summary + a read-only OpenCharts docklink to everyone on the calendar invite — no manual sharing required. Recipients don't need an OpenCharts account; the dock works the moment they click the link.

Attendees are auto-merged from your calendar right before the email goes out. Late additions, swapped addresses, and accepted RSVPs all get picked up. If you ever need to nudge the sync (e.g. you edited the calendar event after the meeting ended), open the meeting detail page, click Share, and tap Refresh next to the attendee count.

Need to add a guest who wasn't on the calendar invite? Type their email in the Sharing popover and click Save. Use Send test any time to dry-run the email to your own inbox without touching the attendee list.

You can pause the automatic fan-out in Settings → Theo in Meetings under Email summary to attendees. Turn it off to keep the summary in your inbox only — your own meeting notifications stay independent of the attendee fan-out.

Stuck or failed meetings

When a meeting has been processing for more than 5 minutes (or fails outright), a Needs attention banner appears at the top of the Meetings page.

Click Recover all— Theo re-polls the meeting bot for its latest status and re-dispatches the durable processing pipeline for any meeting that's ready. Manual recovery never runs the AI inline anymore (that was the main cause of meetings getting pinned forever); it always hands off to the durable pipeline.

Behind the scenes, a cron sweep also runs every 2 minutes and treats “processing” meetings as stuck after 90 seconds. Long-running recording / bot-joining states still get a 3-minute grace window so we don't hammer the bot provider during real meetings.

Meetings