Troubleshooting Meeting Prep Data in GTM One

Learn what to do when meetings or conversation insights are missing in GTM One.

Overview

Meeting prep in GTM One draws on your connected calendar and on recordings of your calls. When one of those sources is not connected, or has not refreshed yet, meetings or insights can be missing. The sections below are organized by symptom.

Upcoming Meetings Are Missing

The Your calendar card on Home lists your meetings for today and tomorrow. If no calendar is connected, the card shows "Connect your calendar to power up your meetings with instant GTM insights" instead of a meeting list, and no upcoming meetings are available for prep.

To connect your calendar:

1. In the left navigation panel, click Home.
2. On the Your calendar card, click Connect calendar.
3. In the Connect Calendar dialog, click Connect next to Google Calendar or Microsoft Calendar.
4. Finish signing in to your calendar account in the window that opens.

Access is read-only, and nothing is written to your calendar. For help with setup, click View setup guide next to your calendar in the Connect Calendar dialog.

If your calendar is already connected and a meeting is still missing, check the following:

• External only: This switch in the card header is on each time you open Home, so meetings with only internal attendees are hidden. Turn it off to see all of your meetings.
• Date range: The Your calendar card shows only today and tomorrow. To see meetings further out, click Go to meetings in the card header, then click the Upcoming tab.
• Couldn't load your calendar: If the card shows this message, reload the page or try again later.

A Meeting That Just Happened Is Not Showing

Meeting data in GTM One refreshes on a schedule rather than in real time. A meeting that ended a few minutes ago will not appear right away, and there is no manual refresh option.

1. Wait, then check back later.
2. In the left navigation panel, click Meetings.
3. Click the Recordings tab to look for the meeting.

Conversation Insights Are Missing

Conversation insights, such as meeting summaries, moments, and engagement details, come from recordings of your calls. GTM One supports recordings from Chorus, Gong, or Zoom. If none of these recording sources is connected for your account, conversation insights will not appear.

1. Contact your ZoomInfo admin.
2. Ask your admin to confirm that Chorus, Gong, or Zoom recordings are connected for your account.

Get More Help

If a problem continues after you have tried the steps above, contact your ZoomInfo admin. If your admin cannot resolve it, contact ZoomInfo Support or your ZoomInfo account team.

Resources

• Overview of Meetings in GTM One
• Getting Started with GTM One

Troubleshooting Meeting Prep Data in GTM One.