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Updated Jul 18, 2026|5 min read

Use Echo, Workspace & Folders

Organise meeting knowledge and use Echo across the context you choose.

Organise Meeting Knowledge

Workspace and Folders help you keep related meetings together. Echo can then answer questions across the context you choose, while citations help you return to the underlying meeting.

Start With a Clear Scope
Group meetings by client, project, team, or recurring topic. A clear workspace structure gives Echo more relevant context and makes important meetings easier to find.

Workspace and Folders

Workspace

Use Workspace as the broader home for meeting knowledge, team context, and ongoing work.

Folders

Use folders to group meetings that belong to the same customer, initiative, quarter, or recurring series.

  • Use names that make sense to everyone who has access
  • Keep unrelated or especially sensitive meetings in separate folders
  • Review access when a project ends or team responsibilities change

Use Echo Across Meetings

Open Echo from a meeting for focused questions, or from a workspace or folder when the answer should consider several related meetings.

Useful cross-meeting questions:

  • "What decisions changed across these meetings?"
  • "List open actions by owner and meeting date."
  • "Which risks or blockers appeared more than once?"
  • "Summarise the client's priorities across this project folder."

Choose the Context Deliberately

Echo only has useful context when the relevant completed meetings are included and available to your account. Before asking a broad question, check the selected workspace or folder and remove unrelated meetings that could make the answer less focused.

  • Use a single meeting for a precise question about one conversation
  • Use a folder for a project, client, or recurring meeting series
  • Use broader workspace context only when the question genuinely spans several areas
  • Confirm shared-meeting permissions before expecting another user to see the same sources

Citations, Accuracy, and Privacy

Echo is designed to ground answers in the selected meeting context, but generated answers still require review.

  • Open citations and verify important names, dates, numbers, decisions, and commitments
  • Narrow the workspace or folder when an answer mixes unrelated projects
  • Keep sensitive meetings out of shared folders unless everyone with access should see them
  • Do not treat Echo as the final authority for legal, financial, medical, or other high-stakes decisions

A Practical First Workflow

  1. Create or open the workspace for the project
  2. Create a folder with a clear name
  3. Add the relevant completed meetings
  4. Open Echo from that context and ask one specific cross-meeting question
  5. Review the citations before sharing or acting on the result

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