Documentation Index
Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
Use this file to discover all available pages before exploring further.
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:
| Tab | Icon | Description |
|---|
| Analysis | Sparkles | AI-generated meeting report |
| Chat | Message | AI chat with full meeting context |
| To-Dos | Check | Extracted and synced action items |
| Agenda | Clipboard | Pre-meeting agenda (if set) |
| People | Bar Chart | Speaker statistics and engagement |
| Transcript | Mic | Full transcript with timestamps |
| Emails | Mail | Auto-generated summary and follow-up emails |
| CRM | Briefcase | Extracted deals, contacts, companies |
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:
| Importance | Color |
|---|
| High | Red |
| Medium | Yellow |
| Low | Slate |
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:
| Resolution | Color | Description |
|---|
| Resolved | Green | Topic was fully addressed |
| Unresolved | Red | Topic remains open |
| Deferred | Orange | Postponed to a future meeting |
| In Progress | Blue | Partially addressed, work continues |
| Noted | Gray | Acknowledged but no action needed |
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
Click Extract as Tasks to create To-Dos from these items.
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:
| Metric | Description |
|---|
| Talk time % | Percentage of meeting spoken by this person |
| Word count | Total words spoken |
| Key themes | Topics they primarily discussed |
| Engagement level | Driving, Contributing, Questioning, Facilitating |
Engagement levels are color-coded: Driving (violet), Contributing (blue), Questioning (orange), Facilitating (green).
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.”
To-Dos Tab
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
After extraction, the button changes to View Tasks or Re-extract.
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
Both emails can be generated, previewed, edited, and sent directly from the page.
CRM Tab
View and manage CRM data extracted from the meeting:
| Section | Description |
|---|
| Deals | Matched or suggested deals from the conversation |
| Contacts | People mentioned with names and roles |
| Companies | Organizations discussed |
| Meeting Links | Relationships between this meeting and CRM entities |
Each item can be linked to an existing CRM record or used to create a new one.
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