Meetings

The Meetings resource allows you to retrieve meeting-related information such as attendees and meeting details.

GET/meetings?email={email}

Get meeting events by customer's email address

This endpoint retrieves all meeting events for a given customer's email address

Required query parameters

Name
email
Type
string
Description
Customer's email id. Must be a valid non-empty string.

Response behavior

Returns 200 with meeting events data if found
Returns 400 if email parameter is missing, empty, or not a string
Returns 404 if no meeting events found for the email with RECORD_NOT_FOUND message

Request

GET

/meetings?email={email}

curl "https://beta-api.uprise.us/meetings?email=user@example.com" \
  -H "Authorization: Bearer {token}"

Response

{
  "data": [
    {
      "id": "meeting-event-uuid-1",
      "email": "user@example.com",
      "meetingTitle": "Financial Planning Session",
      "scheduledAt": "2024-02-15T14:00:00.000Z",
      "status": "SCHEDULED",
      "advisor": "Nanthakumar Muthusamy",
      "duration": 60,
      "meetingUrl": "https://meet.uprise.us/meeting-event-uuid-1"
    },
    {
      "id": "meeting-event-uuid-2",
      "email": "user@example.com",
      "meetingTitle": "Investment Review",
      "scheduledAt": "2024-01-20T10:30:00.000Z",
      "status": "COMPLETED",
      "advisor": "Nanthakumar Muthusamy",
      "duration": 45,
      "meetingUrl": "https://meet.uprise.us/meeting-event-uuid-2"
    }
  ]
}

Response (Invalid email parameter)

{
  "message": "Invalid input parameters: email"
}

Response (No meeting events found)

{
  "message": "Record not found"
}

GET/meetings/:transcriptId/transcript?type={type}

Get meeting transcript

This endpoint retrieves transcript data for a specific meeting by transcript ID and type.

Required path parameters

Name
transcriptId
Type
string
Description
The unique ID mapped for the respective meeting, ID will be available in the GET call mentioned above

Required query parameters

Name
type
Type
string
Description
Type of transcript to retrieve. Must be one of the following values:
- summary - Condensed transcript with key points
- detailed - Full transcript with complete conversation details

Response behavior

Returns 200 with transcript data if found
Returns 400 if transcriptId is not a valid UUID
Returns 400 if type parameter is missing or invalid transcript type
Returns 404 if no transcript data found with RECORD_NOT_FOUND message
Authentication is currently disabled (commented out in router)

Request

GET

/meetings/:transcriptId/transcript?type={type}

curl "https://beta-api.uprise.us/meetings/{transcriptId}/transcript?type=summary" \
  -H "Authorization: Bearer {token}"

Response

{
  "data": {
    "transcriptId": "f42ed07e-0c4c-4922-b6e3-ffe681fff3e7",
    "type": "summary",
    "content": "This meeting covered financial planning strategies including investment portfolio review, retirement planning, and tax optimization strategies. Key decisions made include rebalancing the portfolio and increasing 401k contributions.",
    "meetingDate": "2024-02-15T14:00:00.000Z",
    "duration": 60,
    "participants": [
      {
        "name": "John Doe",
        "email": "john.doe@example.com",
        "role": "client"
      },
      {
        "name": "Nanthakumar Muthusamy",
        "email": "nantha@uprise.us",
        "role": "advisor"
      }
    ],
    "createdAt": "2024-02-15T15:30:00.000Z"
  }
}

Response (Invalid parameters)

{
  "message": "Invalid input parameters: transcriptType, businessPartnerId"
}

Response (Transcript not found)

{
  "message": "Record not found"
}