Minutes are drafted, reviewed and turned into assigned work
Who is involved
| Role | What they do |
|---|---|
| Meetings manager | Requests the transcript, drafts and confirms the minutes. |
| Action owner | Receives and completes the assigned work. |
Step by step
- Meetings manager
Opens the meeting page after a recorded meeting and presses Transcribe if it has not started.
What they see:A progress line shows each speaker's parts.
- Meetings manager
Reads the transcript and corrects any wrong line.
What they see:Corrected lines show (edited).
- Meetings manager
Presses Draft minutes.
What they see:A draft with summary, decisions, open questions and action items appears, marked as AI.
- Meetings manager
Fixes owners and due dates and presses Confirm.
What they see:Minutes are confirmed with the manager's name.
- Action owner
Opens My activities.
What they see:A to-do with the due date and a link to the meeting is waiting.
- Action owner
Completes the to-do.
What they see:The item is closed and the minutes are the record of why.
Who is told what
The person who asked for the transcript is told in the app when it is ready, and the person who confirms is told how many action items were assigned. Owners receive an assigned to-do.