Apply a tag
To tag a meeting before it happens:
Open the 'Meetings' page and make sure 'Meeting tags' is a listed property (See List properties to learn more)
Click the Tag icon (#)
Type a new tag name or select one from your existing list
The tag carries through to the recording once the meeting ends
To tag a meeting after it happens:
Open the meeting recording page
Click the three dot icon in the top-right corner
Select ‘Add tags’
Type a new tag name or select one from your existing list
Tag a clip
Add a hashtag to the clip's title when you create or rename it, for example "Pricing objection #pricing". Each #word in the title becomes a tag on that clip. Tags can use letters, numbers and hyphens.
Tag a story
Navigate to Stories in the left sidebar
Select, or create, a story
Below the story title, select ‘Tags’
Type a new tag name to add one, or view tags already applied via the story’s clips
Remove a tag
Open the meeting or clip
Click the three dot icon in the top-right corner
Select ‘Add tags’ to open the tag list
Hover over the tag you want to remove and click the ’x’.
Note: Tags can be added and removed but cannot be edited or renamed after creation. If you need a different name, delete the old tag and create a new one.
Apply tags in bulk with MCP
If you use the Grain MCP, you can apply or remove tags across multiple meetings at once using natural language. For example: "Tag all external meetings from last week as #client-calls." See Grain MCP for setup details.
Filter by tag
Tags applied to meetings appear as filter options on the ’Meetings’ page. Use the filters to find all recordings with a specific tag across your library.