AI Meeting Analysis

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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.

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Meeting Detail Tabs

The meeting detail page has 8 tabs:

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Analysis Sections

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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)

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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

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Recording Player

If a recording is available:

• Embedded video or audio player
• Download button to save the recording file

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Key Takeaways

Ranked list of the most important points, each with an importance level:

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Key Quotes

Notable quotes from participants with:

• Speaker name (bold)
• The verbatim quote text
• Significance explanation

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Topics Discussed

Topics covered during the meeting, each with a resolution status:

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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

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Action Items

Tasks assigned during the meeting:

• Description
• Assignee — Who is responsible
• Priority — High, Medium, or Low
• Due date — If mentioned in the conversation

Click Extract as Tasks to create To-Dos from these items.

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Risks and Concerns

Identified risks with:

• Description
• Severity level — Critical, High, Medium, Low
• Mitigation strategy — Suggested approach to address the risk

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Open Questions

Questions raised but not fully answered:

• The question text
• Raised by — Who asked it
• Assigned to — Who should follow up (if discussed)

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Next Steps

Follow-up items with:

• Description
• Owner — Who is responsible
• Timeframe — When it should be done

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Speaker Statistics

For each participant: Engagement levels are color-coded: Driving (violet), Contributing (blue), Questioning (orange), Facilitating (green).

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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

If no transcript exists yet, you see: “Transcribe this meeting first to enable the AI chat.”

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To-Dos Tab

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Extracting Tasks

Click Extract as Tasks to automatically:

1. Create a parent to-do with the meeting title
2. Create child to-dos for each action item
3. Set assignees based on the transcript analysis
4. Set priorities from the AI analysis

After extraction, the button changes to View Tasks or Re-extract.

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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

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Agenda Tab

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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

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Agenda Reminders

Toggle Pre-meeting reminder to receive a notification before the meeting starts with the agenda items.

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Emails Tab

Auto-generate meeting communications:

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Owner Summary

A summary email for the meeting owner with key outcomes and action items.

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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

Both emails can be generated, previewed, edited, and sent directly from the page.

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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.

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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