Resolve common setup and processing problems

• Confirm the credential is current, copied without extra spaces, and authorized for the selected model.
• Confirm the provider account has billing or quota available.
• Refresh the model list and choose a model the provider actually returns.
• Never send provider credentials in a support message.

• Check whether the Notetaker joined and whether the meeting has finished processing at the capture provider.
• Open the Meeting Inbox and review unmatched items.
• Add client contacts when participant information is insufficient for matching.
• Upload the transcript manually when the meeting was not captured.

• Refresh once and check the displayed processing status before starting another job.
• Confirm the AI or transcription provider is configured for that workflow.
• Check that the source contains usable text or media and has finished uploading.
• Wait for an active background job to finish instead of repeatedly retrying it.

• Confirm the Gmail connection is active.
• Confirm the message participants match a known contact or client domain.
• Remember that messages without client-delivery value are intentionally not retained.

• Confirm the invitation or share is active and was sent to the intended address.
• Confirm the resource is eligible and explicitly published for that audience.
• For reports, confirm the report itself is published rather than still a draft.
• Revoke and recreate an incorrect invitation instead of forwarding it.

Authenticated customers can find the support email inside Said & Done. Include the affected workspace, client, approximate time, safe resource identifier, and visible error message. Do not include passwords, API keys, OAuth tokens, raw client email, or unnecessary confidential content.

• AI provider setup — Connect and verify the AI account your agency controls.
• Meeting Inbox — Match captured meetings to the correct client or ignore them.
• Portal and sharing — Publish only approved material to invited client contacts.