Releases and Updates

Stay up to date with the latest changes and improvements to Meeting Ally


Spiral Calendar 2 March 2026

New Features

What's new

To make it easier to stay up to date with all the improvements and features in Meeting Ally, we’ve introduced the What’s New indicator. When there’s something new to share, a highlight icon will appear next to the user name in the top right - clicking it opens the latest release notes instantly, so you can catch up on changes without leaving your flow.
Additional details
  • The highlight disappears once you’ve viewed the latest notes and it will reappear whenever new updates are available.
  • You can access the latest changes at any time from the user menu in the top right and selecting What’s New.


Improvements

Record Now

We’ve enhanced the experience to make recording meetings smoother and more reliable. Updates include a more streamlined flow to guide you through the process, clearer messaging and notifications when no audio is detected, and the ability to download a copy of your recording if you would like a back up or to upload later. You’ll also now see a progress indicator while recordings upload, so you always know their status.
As an additional safeguard, recordings can no longer be started unless audio input is detected from the selected microphone, helping prevent missing audio caused by an incorrect or muted microphone.



Spiral Calendar 12 February 2026

Improvements

Review outcomes

We recently introduced Review Meeting Outcomes to help users generate better and more targeted file notes based on the results of your client review meetings. Building on this, we’ve added interface enhancements so you can now quickly see confirm outcomes directly on meeting cards and within the meeting information panel.


Speaker confirmation

We identified edge cases where Speaker Confirmation could fail to fully update names throughout the meeting artifacts. This has now been improved to better handle those scenarios and make the feature more robust.


Subscription limit email

If your team is approaching your monthly Meeting Ally usage limit, we’ll now send an email notification when you reach 80% of your included hours. This helps you monitor usage for the remainder of the billing period, avoid overage charges, or consider upgrading your plan.
This email will be sent to all users with the Administrator role.
Reminder: usage is pooled across your team. For example, three users on the Professional plan share 120 monthly hours, so admins will be notified once 96 hours have been used.


Fixes

The following items have been resolved in this release:
  • When a file note was ready for review, in some instances it was sending users multiple emails.


Spiral Calendar 29 January 2026

New Features

Review Meeting Outcomes

When uploading or recording a meeting with the Review meeting type, you can now select a a meeting outcome. This helps Meeting Ally generate a more targeted and relevant file note, tailored to the actual outcome of the review and saving advisers time refining their notes.


Improvements

Resend Invite

You can now quickly resend an invitation if the original email can’t be found or has expired. The resend option also allows you to update the invitee’s email address if needed.This is available from Settings → Teams and selecting the ellipsis (...) menu next to users who have been invited but haven’t yet accepted.


Upgrade Subscription

As your team grows and usage increases, it’s now fast and easy to upgrade your Meeting Ally subscription and get more included meeting hours. You can upgrade to a higher-tier subscription at any time from Settings → Billing & Plans.
Note: Annual subscriptions save 20% on the already competitive Meeting Ally plan prices.


Fixes

The following items have been resolved in this release:
  • When marking a meeting as completed, the green Complete button no longer persists across meetings that haven’t been completed.
  • In some cases, a duplicate modal could appear when setting up Google or Microsoft Calendar sync. This issue has now been resolved.


Spiral Calendar 14 January 2026

New Features

Mark Meetings as Complete via the card

Once you’ve finished reviewing and downloading your file note, marking a meeting as complete is a simple way to keep your Meeting Ally workspace laser-focused. You can now do this without opening the meeting—just hover over the meeting card, click the ellipsis menu, and select Mark as complete.
You can also put completed meetings back to the ready for review state, from the same menu just select Unmark as complete.


Subscription usage indicator

You can now quickly view your practice’s overall subscription usage directly from the indicator in the user menu. Hover over the tooltip to see your usage at a glance.
The Teams page in Settings has also been updated to display usage for each team member, giving administrators clear visibility into where subscription usage is going—and who’s saving the most time with Meeting Ally.


Cancel your subscription

We want you to stay in control of your subscription. While we believe Meeting Ally delivers strong value at a competitive price, administrators can now cancel a subscription directly from Settings → Billing & Plans if needed.
There is also a handy undo feature in the event this was done in error or you change your mind
Additional details
  • When a cancellation is requested, all account administrators are automatically notified by email.
  • You and your team will retain full access to all features until the end of your current billing period.
  • After this period, your account will be marked as expired. You’ll still be able to access existing meetings, but won’t be able to create new ones without an active paid plan.


Improvements

Updated Calendar Sync Auto-Hide

To keep your meeting dashboard focused on client meetings, personal meetings where you’re the only participant are now automatically hidden for users with Outlook or Google Calendar sync enabled.
Remember, you can use the Show hidden meetings toggle on the All tab at any time to reveal hidden meetings or hover over a card and use the ellipsis menu to hide/unhide any meeting.


Fixes

  • Fixed an issue where file notes were displayed with justified text alignment.
  • Resolved minor UX issues on the meeting details transcript page.



Spiral Calendar 17 December 2025

New Features

Speaker confirmation

You can now easily confirm and correct speaker names when identification isn’t quite right. The changes are applied instantly across all meeting outputs—file notes, fact finds (if applicable), transcripts, and client email summaries—ensuring accuracy everywhere.
Additional Details
  • The speaker confirmation will automatically show the first time entering a meeting.
  • Hovering over the text icon to the right of the speakers name will show you an excerpt of what that speaker said help you better identify them where needed.
  • You can access the feature any time and make subsequent updates from the note overview panel within a meetings details.
Meetings processed before this feature was released will not have the speaker confirmation available.


Improvements

Improved Recording Experience

The recording experience has been enhanced with real-time microphone activity indicators, so you can easily see when sound is being captured. If no audio is detected for at least a minute, an on-screen message will also alert you so you can check your microphone or make any adjustments.


Fixes

  • In certain circumstances meetings cards with long names would not display correctly, this has now been resolved.
  • When you have no meetings in the today tab, the suggested action cards now appear as expected.



Spiral Calendar 12 December 2025

New Features

Automatic Post Meeting Client Email

We know how time-consuming post-meeting administration can be. That’s why Meeting Ally now automatically generates a client-facing email, post-meeting summary along-side your file note. These smart summaries accurately reflect your meeting, outlining exactly what was discussed, highlighting any follow up actions and all in a client friendly manner.
It’s never been easier to stay proactive with your clients while getting time back.
Additional Details
  • Summaries are automatically generated for all meeting types except General.
  • Email summaries can be edited and formatted in Meeting Ally - just like your file note.
  • Changes you make to the emails save automatically.
  • Simply copy and paste the final content into your favourite email app and send to the client.
Email summaries will only be available for meetings that are processed from this point forward.


Find any Meeting in seconds with the new Search

Need to find a specific file note? Use the new top search bar to locate meetings instantly. With visual results showing dates, times, and statuses upfront, you'll spot the right conversation immediately.


Click the Logo to go home

We want everyone to be able to move around the app comfortably. While the 'X' button is there to close meeting details, we heard your feedback: sometimes it just feels more natural to click the logo to go home.
We’ve updated the navigation to support exactly that. Now, clicking the Meeting Ally logo in the top corner will instantly return you to your home screen, making your workflow smoother and more intuitive.


Fixes

  • Editing Toolbar - When editing a file note and making changes toward the bottom of the page, the editing toolbar could display options outside of the view. This is now resolved.
  • General fixes and improvements



Spiral Calendar 5 December 2025

Improvements

Speaker Identification Just Got Smarter

We've made enhancements to Meeting Allys speaker identification technology. Now, the Meeting participants and client names that appear in your notes are more accurate than ever, dramatically reducing the need for manual editing and ensuring even higher quality file notes out of the box.



Party Popper 27 November 2025

New Features

New file note types

Meeting Ally now supports even more of the advice workflow with the addition of Strategy & Presentation file notes. We’ve also introduced a new General file note—perfect for capturing summaries and outcomes from a broader range of meetings.


Review note improvements

Outcomes have been refined and there is now a clearer focus on the advice discussed and agreed. The scope is now more focused and easier to scan, with formatting tweaks and quality-of-life improvements to deliver an even higher-quality file note.


Help and Support

You can now quickly access help documentation and our support portal directly from within Meeting Ally—making it easier to get answers or help when you need it.


Meeting Ally after dark

Dark mode isn’t just a preference—it can reduce eye strain, fatigue, and light sensitivity for many users. You can switch between themes anytime via your Profile Settings.


Fixes

  • Dictation improvements - For users who like to dictate their file notes, there was an issue that could stop the meeting from fully processing. This has now been resolved.