Bring in the transcript
- Use the native Notetaker for eligible future calendar meetings.
- Upload or paste a transcript when you already have the source or do not want to connect a calendar.
- Map speakers when generic labels would make ownership or attribution unclear.
Process the meeting
- Open the meeting and confirm its client, title, date, and participants.
- Choose Process and wait for the analysis status to finish.
- Review the summary against the transcript.
- Correct speaker names and reprocess when attribution materially affects the result.
- Confirm or edit action ownership and dates before using them for delivery.
How to read the result
- Summary captures the main discussion; verify that important nuance was not compressed away.
- Action items represent commitments or follow-ups; confirm the owner and deadline.
- Risks identify possible delivery or relationship concerns; validate them against the source.
- Sentiment is a directional signal, not a factual judgment about the client relationship.
- Suggested client matches and extracted details remain recommendations until reviewed.
When processing fails
- Confirm the workspace AI provider is verified and has available provider quota.
- Make sure the transcript contains usable conversational text.
- Retry after correcting speaker or source-format problems.
- Do not repeatedly process the same meeting while a job is already running.
Related help
- AI provider setup — Connect and verify the AI account your agency controls.
- Opportunity Audits — Turn related evidence into a reviewed expansion or improvement analysis.
- Troubleshooting — Resolve the most common setup, processing, and delivery problems.
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