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Review Meeting Summaries

Learn how to access, review, and interact with your meeting summaries, transcripts, recordings, and AI-powered insights.

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Accessing Meeting Data

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From Dashboard

  1. Navigate to Dashboard
  2. Click “Past Meetings” or “Meeting History”
  3. Browse or search for your meeting
  4. Click on meeting card to open full view

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From Email

If you received an email summary:
  1. Open the email
  2. Click “View Full Summary” or “Open in Dashboard”
  3. Redirects to detailed meeting view
Find meetings quickly:
  1. Use search bar in dashboard
  2. Search by:
    • Meeting title
    • Participant names
    • Keywords discussed
    • Date range
  3. Click result to open

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Meeting Summary Components

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Overview Tab

The summary landing page shows:
  • Meeting title
  • Date and time
  • Duration
  • Platform (Zoom/Meet/Teams)
  • Participant list
  • Host information

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Full Transcript

Access the complete meeting transcript:
  1. Click “Transcript” tab
  2. View features:
    • Speaker labels: Who said what
    • Timestamps: When it was said
    • Search: Find specific words/phrases
    • Jump to moment: Click timestamp to hear audio
    • Export: Download as TXT, PDF, or DOCX

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Transcript Navigation

Search and Navigate:
  - Use Ctrl/Cmd + F to search
  - Click timestamps to jump in recording
  - Filter by speaker
  - Highlight keywords
  - Add personal notes

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Video/Audio Recording

Watch or listen to the full meeting:
  1. Click “Recording” tab
  2. Player features:
    • Play/pause and speed control
    • Skip forward/backward
    • Jump to chapters (auto-generated)
    • Picture-in-picture mode
    • Download for offline viewing

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Smart Chapters

AI automatically creates chapters:
  • Chapter 1: Introductions & Agenda (0:00-2:30)
  • Chapter 2: Budget Discussion (2:30-15:45)
  • Chapter 3: Timeline Planning (15:45-28:12)
  • Chapter 4: Action Items (28:12-32:00)
Click any chapter to jump directly to that section.

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AI Chatbot Interface

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Accessing the Chatbot

The AI chatbot allows you to ask questions about your meeting:
  1. Open any meeting summary
  2. Click “Chat” tab or chatbot icon
  3. Chatbot interface appears

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What You Can Ask

Summary Questions

“What were the main topics?” “Summarize the budget discussion” “What did John say about timelines?”

Action Items

“What are my action items?” “Who’s responsible for X?” “What are the deadlines?”

Specific Details

“Did anyone mention pricing?” “When was the next meeting scheduled?” “What were the objections raised?”

Analysis

“What was the overall sentiment?” “Who spoke the most?” “Were there any disagreements?”

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Example Queries

Sample Questions:
  - "Create a list of all action items with owners"
  - "What decisions were made about the product launch?"
  - "Did anyone bring up concerns about the timeline?"
  - "Summarize Sarah's main points"
  - "When did we discuss the budget?"
  - "What questions were left unanswered?"

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Chatbot Features

  • Context-aware: Understands follow-up questions
  • Citations: Shows timestamp and transcript reference
  • Multi-language: Ask in your preferred language
  • Export conversation: Save chat history
  • Share responses: Create shareable links to answers

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Advanced Features

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Insights & Analytics

View meeting metrics and patterns:
  1. Click “Insights” tab
  2. Review analytics:
    • Talk time distribution: Who spoke how much
    • Topic coverage: Time spent on each topic
    • Sentiment analysis: Positive/negative/neutral
    • Engagement score: Overall meeting effectiveness
    • Key moments: Most important discussion points

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Search Across Meetings

Find information across all meetings:
  1. Dashboard → Global Search
  2. Enter keyword or phrase
  3. Filter results:
    • Date range
    • Participants
    • Meeting type
    • Workspace
  4. View all mentions with context

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Create Highlights

Save important moments:
  1. While viewing transcript or recording
  2. Select text or click timestamp
  3. Click “Create Highlight”
  4. Add note (optional)
  5. Choose category: Decision, Action Item, Question, etc.
  6. Save highlight
Access saved highlights:
  • Meeting page → Highlights tab
  • Dashboard → My Highlights

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Download & Export

Export meeting data in various formats:
Formats available:
  • Plain text (.txt)
  • Microsoft Word (.docx)
  • PDF with formatting
  • Subtitles file (.srt, .vtt)
Options:
  • Include/exclude timestamps
  • With or without speaker labels
  • Selected portions only
Formats available:
  • PDF report (formatted)
  • Google Docs
  • Markdown (.md)
  • JSON (for integrations)
Customization:
  • Choose sections to include
  • Add company branding
  • Include analytics charts
Formats available:
  • MP4 video (high/standard quality)
  • MP3 audio only
  • Specific clips/chapters
Note: File size depends on meeting length and quality
Integration formats:
  • CSV spreadsheet
  • Send to Asana/Trello/Jira
  • Google Tasks
  • Microsoft To Do
  • Notion database

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Sharing Meeting Summaries

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Share with Team Members

  1. Open meeting summary
  2. Click “Share” button
  3. Choose sharing method:
    • Share link (with access control)
    • Email specific people
    • Post to Slack/Teams channel
    • Add to workspace library
  4. Set permissions:
    • View only
    • Can comment
    • Can edit
  5. Send

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Public Sharing

Create public links for external stakeholders:
  1. Meeting → Share → Create Public Link
  2. Configure access:
    • Password protection
    • Expiration date
    • View limitations
  3. Copy link and share
Use caution with public links. Anyone with the link can access the meeting data.

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Collaborative Features

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Comments & Discussions

Add comments to any part of the meeting:
  1. Select text in transcript
  2. Click “Add Comment” icon
  3. Type your comment
  4. Tag team members with @mentions
  5. Post comment
Team members are notified and can reply.

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Collaborative Notes

Add team notes to meetings:
  1. Meeting → Notes tab
  2. Click “Add Note”
  3. Type your notes
  4. Formatting options: Bold, lists, links
  5. Save (auto-saves)
All workspace members can contribute.

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Privacy & Access Control

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Who Can See Meetings

By default, meeting summaries are visible to:
  • Meeting participants
  • Workspace members (if shared)
  • People explicitly granted access

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Restricting Access

Make meetings private:
  1. Meeting → Settings (gear icon)
  2. Access Control
  3. Choose:
    • Only me
    • Only participants
    • Specific people
    • Workspace members
    • Public (with link)
  4. Save settings

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Deleting Meetings

Permanently remove meeting data:
  1. Meeting → Settings → Delete Meeting
  2. Confirm deletion
  3. Data is permanently removed (cannot be recovered)

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Troubleshooting

Check:
  • Meeting is finished processing (may take 5-15 min)
  • You have access permissions
  • Meeting wasn’t marked as “Don’t process”
Try: Refresh page, check processing status in dashboard
Common causes:
  • Poor audio quality in meeting
  • Heavy accents or multiple languages
  • Background noise
Solutions:
  • Edit transcript manually (click edit icon)
  • Request reprocessing with higher accuracy
  • Improve audio setup for future meetings
Try:
  • Different browser
  • Download and play locally
  • Check internet connection
  • Clear browser cache
Alternative: Access audio-only version
Tips for better results:
  • Be specific in your questions
  • Reference names and topics mentioned
  • Ask one question at a time
  • Rephrase if answer is unclear
Alternative: Use transcript search manually

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Next Steps

Customize Templates

Create custom summary templates

Export Data

Learn about data export options