Meeting notes

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 transcript, or the notes, to the Knowledge Bank

Once you have a recording, you can save it to the Knowledge Bank — either the transcript on its own, or the meeting notes instead. Whichever you choose, it happens in one step: a single item added to the bank, 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.