Meeting notes
Generate meeting notes from a recording's transcript, and optionally have emily save the notes to the Knowledge Bank.
Notes generated from the transcript
From a recording, ask emily for meeting notes and she generates them from that recording's transcript — a shorter, organised version of what was said, rather than the full word-for-word transcript.
Save the notes to the Knowledge Bank
Once you have a recording, you can ask emily to save its meeting notes to the Knowledge Bank, and she writes them there as a single document, ready to search for later.
Next: linking a recording to a CRM record
See linking a recording to a CRM record for tying a recording to a company, contact or deal.