If you sit through endless meetings and have to turn all that talk into something useful for a quarterly business review (QBR), you know it's rarely as easy as "just export the data." Especially when the data lives in yet another SaaS tool. This guide is for anyone who wants to get real insights out of Tldv meeting data—without wasting hours on manual cleanup or learning SQL just to get a few basic trends.
Whether you're in ops, sales, customer success, or just the unlucky person tasked with "figuring out what these meetings are telling us," this walkthrough will show you what works, what to skip, and how to avoid falling into the analysis-paralysis trap.
Step 1: Know What You Want to Get Out of the Data
Before you even touch an export button, get clear on what you want to analyze. Tldv captures a ton: meeting times, attendees, transcripts, tags, and more. But for a QBR, you probably care about:
- How many meetings did we have (by team, client, or rep)?
- Common topics or pain points discussed
- Follow-up actions or commitments
- Trends over time (more/less meetings, certain topics spiking, etc.)
Pro tip: Write down the three questions you actually need to answer before you start. Otherwise, you'll end up with a monster spreadsheet and nothing actionable.
Step 2: Exporting Your Tldv Meeting Data (Without Losing Your Mind)
Here's the good news: Tldv lets you export meeting data. The less-good news: it's not always as tidy or complete as you'd hope.
How to Export
- Head to your Tldv dashboard.
- Log in and go to your main dashboard. You'll see a list of recorded meetings.
- Filter or select the meetings you want.
- Use filters for date range, team, or tags if you just want a subset. Don't bother exporting everything unless you absolutely need it.
- Look for an "Export" or "Download" option.
- Usually, there's a button labeled "Export" (CSV or XLSX format). If not, check under settings or the three-dot menu.
- Choose your format:
- CSV is safest if you want to work with Excel or Google Sheets.
- If you need full transcripts, double-check that the export includes them (not all plans do).
- Download the file and open it in your spreadsheet tool of choice.
Heads up: Some Tldv plans limit exports or only let admins do it. If you can't export, ask your admin or check your plan details.
Step 3: Cleaning Up the Data (The Part Nobody Tells You About)
No matter how shiny the export feature, expect to spend some time tidying up. Here's what usually goes wrong:
- Weird formatting: Dates and times may look odd or be in different formats.
- Duplicate info: Sometimes meetings show up more than once (especially recurring ones).
- Empty or "unknown" fields: Not every meeting has all the details filled in.
- Transcripts as huge blobs: If you get full transcripts, they're often just a giant wall of text.
Quick Cleanup Checklist
- Standardize dates: Make sure all your dates are in the same format. Excel's
DATEVALUE()or Google Sheets' date formatting is your friend. - De-duplicate: Use "Remove Duplicates" in Excel/Sheets to get rid of any repeats.
- Label missing data: If a field is blank, decide if you'll fill it in, ignore it, or mark as "N/A."
- Break up transcripts: If you want to analyze content, split transcripts into separate columns or rows (there are tools and scripts for this, but it's not always worth the trouble).
Reality check: Unless you're doing serious natural language analysis, you probably don't need the full transcript. Focus on tags, topics, and summary notes.
Step 4: Analyzing the Data for QBRs
Now for the good stuff—turning raw meeting logs into something your team actually cares about.
1. Meeting Volume and Attendance
- Count meetings by date, team, client, or rep. Use basic pivot tables in Excel/Sheets.
- Spot trends: Are you having more or fewer meetings each quarter? Is one client eating up all your time?
2. Topic and Tag Analysis
- If you use tags or topics in Tldv, group by those.
- Find hot topics: What issues keep coming up? Are certain features, complaints, or requests recurring?
- Pro tip: If tags are inconsistent (“Follow up,” “follow-up,” “Followup”), clean them up before analysis.
3. Action Items and Outcomes
- Look for follow-up actions: Some exports include a summary or "next steps" field. If not, you might need to skim summaries or notes.
- Count how many meetings ended with clear actions vs. aimless chatter. (Painful but useful.)
4. Trends Over Time
- Plot meeting counts, topics, or action items by month or quarter.
- Spot seasonality: Are there predictable spikes (end of quarter, product launches, etc.)?
5. Who’s Actually Showing Up
- Attendance rates: Are key people dropping off? Is one team always missing?
- Repeat attendees: Is the same group in every meeting, or are you getting broader participation?
Step 5: Making the Data Useful (Not Just Pretty)
Don't stop at charts for charts’ sake. The goal is to surface insights that actually inform your QBR.
What works: - Simple dashboards that answer your three key questions - Charts that show real trends (not just “everything’s up or down”) - Brief written summaries—what surprised you, and what does it mean for next quarter?
What doesn’t: - Drowning in every single transcript or trying to analyze sentiment manually - Overly complex graphs nobody understands - Ignoring the data because it’s messy—some insight is better than none
Pro tip: If you’re short on time, focus on the “so what?” For example: “We spent 30% more time on support calls with Client X this quarter, and 80% mentioned the same feature bug.”
Step 6: Automate (But Don’t Overcomplicate)
If you’ll be doing this every quarter, save yourself the hassle:
- Create a reusable template: Once you’ve cleaned up and analyzed once, save your pivot tables and charts. Just swap out the data next time.
- Explore integrations: Tldv has some integrations (like with Google Sheets or Zapier), but don’t expect magic. Most still require some manual work.
- Batch tagging: Encourage your team to use consistent tags in Tldv. It makes future analysis way less painful.
Don’t: Waste hours on fancy automation unless your dataset is huge. Sometimes, a well-maintained spreadsheet beats a half-working script.
Step 7: Turning Analysis Into Action for Your QBR
Remember, your QBR isn’t about showing off charts—it’s about making decisions.
- Highlight 2-3 key insights: What should your team do differently next quarter?
- Share the raw data (or a summary) with stakeholders.
- Ask for feedback: Was the data useful? What was missing?
If people aren’t acting on your findings, tighten your focus next time.
A Few Final Thoughts
Exporting and analyzing Tldv meeting data isn’t rocket science, but it does require a bit of planning and a willingness to get your hands dirty with spreadsheets. Don’t let the perfect be the enemy of the good. Start small, answer what matters, and tweak your process each quarter. The real value comes from acting on the trends you see—not from a perfect dashboard.
Keep it simple. Iterate. And remember: sometimes the best insight is, “We should have fewer meetings.”