Overview
After a transcript is generated, click Analyze with AI (or enable auto-analysis) to generate a comprehensive meeting report. The analysis appears on the Analysis tab of the meeting detail page.Meeting Detail Tabs
The meeting detail page has 8 tabs:Analysis Sections
Executive Summary
A concise paragraph summarizing the meeting with:- Meeting type badge (e.g., Internal Sync, Client Call, Board Meeting)
- Sentiment badge with color: positive (green), negative (red), mixed (orange), neutral (muted)
Momentum Score
A 1-10 rating of meeting productivity displayed as a colored bar:- 8-10: Green — High productivity
- 5-7: Amber — Moderate productivity
- 1-4: Red — Low productivity
Recording Player
If a recording is available:- Embedded video or audio player
- Download button to save the recording file
Key Takeaways
Ranked list of the most important points, each with an importance level:Key Quotes
Notable quotes from participants with:- Speaker name (bold)
- The verbatim quote text
- Significance explanation
Topics Discussed
Topics covered during the meeting, each with a resolution status:Decisions Made
Explicit decisions that were reached:- The decision itself
- Rationale — Why this decision was made
- Alternatives — Other options that were considered
- Made by — Who made or drove the decision
Action Items
Tasks assigned during the meeting:- Description
- Assignee — Who is responsible
- Priority — High, Medium, or Low
- Due date — If mentioned in the conversation
Risks and Concerns
Identified risks with:- Description
- Severity level — Critical, High, Medium, Low
- Mitigation strategy — Suggested approach to address the risk
Open Questions
Questions raised but not fully answered:- The question text
- Raised by — Who asked it
- Assigned to — Who should follow up (if discussed)
Next Steps
Follow-up items with:- Description
- Owner — Who is responsible
- Timeframe — When it should be done
Speaker Statistics
For each participant:
Engagement levels are color-coded: Driving (violet), Contributing (blue), Questioning (orange), Facilitating (green).
Speaker Statistics showing talk time percentages and engagement levels
Chat Tab
The meeting Chat tab opens an AI conversation with full meeting context:- Ask questions about what was discussed
- Request clarification on decisions
- Generate follow-up emails
- Create additional action items
- Compare with other meetings
To-Dos Tab
Extracting Tasks
Click Extract as Tasks to automatically:- Create a parent to-do with the meeting title
- Create child to-dos for each action item
- Set assignees based on the transcript analysis
- Set priorities from the AI analysis
Synced Todo Items
Each extracted task shows:- Status toggle: Open / In Progress / Done
- Priority badge: High / Medium / Low
- Assignee name
- Due date
- Edit and Delete buttons
Agenda Tab
Pre-Meeting Agenda
If an agenda is attached, it displays with:- Structured items list
- Structure agenda button — AI formats a raw agenda into structured items
- Analyze coverage button — AI checks which agenda items were covered in the meeting
Agenda Reminders
Toggle Pre-meeting reminder to receive a notification before the meeting starts with the agenda items.Emails Tab
Auto-generate meeting communications:Owner Summary
A summary email for the meeting owner with key outcomes and action items.Guest Follow-up
A follow-up email for external attendees with configurable:- Tone — Formal, casual, friendly
- Sections — Which analysis sections to include
- Recipients — Who to send to
CRM Tab
View and manage CRM data extracted from the meeting:
Each item can be linked to an existing CRM record or used to create a new one.
Metadata Strip
Below the title, a metadata strip shows at a glance:- Date — When the meeting occurred
- Duration — Meeting length
- Host — Who hosted the meeting
- Platform — Microsoft Teams, Zoom, etc.
- Transcribed badge — If transcript is available
- Analyzed badge — If AI analysis is complete
- Analyzing badge — If analysis is currently running
- Momentum score — X/10 with color indicator