Viewing and Managing Recap of Meeting Recording

You can view the recap added during and after the meeting recording in Meeting Insights mobile app. You can also add, edit, or delete a recap. In addition, you can trigger AI to generate Questions & Answers, Issues & Solutions, Outline, and a transcription.

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To view and manage meeting recap:

1.

Go to the home screen (see Viewing Meeting Recordings List on Mobile App).

2.

Tap the meeting recording that you want; the Player screen opens.

3.

Tap Recap; the different recap types are displayed below the video player (if exists). Each recap tab name displays the number of added items.

4.

Decisions:

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To view decisions, tap the Decisions tab.

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To add a decision:

i.

Tap +New.

ii.

In the text box, type your decision, and then tap Add Decision.

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To edit a decision, tap the ellipsis icon (three vertical dots), and then from the drop-down menu, choose Edit, make your changes, and then tap Update.

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To delete a decision, tap the ellipsis icon (three vertical dots), and then from the drop-down menu, chooseDelete, and then in the confirmation box, tap Delete.

5.

Action Items:

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To view action items, tap the Action Items tab.

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To add an action item:

i.

Tap +New.

ii.

In the text box, type what needs to be done.

iii.

Assign the action item to a person, by tapping Assign to, and then from the pop-up list, selecting the person's name.

iv.

Define a date by which the action item should be done, by tapping Due date, and then using the pop-up calendar to select the date.

v.

Tap Add Action Item.

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To send an action item to external, integrated platforms:

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To send to Zoho: Tap the ellipsis icon, and then from the drop-down menu, choose Send to Zoho.

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To send to Microsoft Planner: Tap the ellipsis icon, and then from the drop-down menu, choose Send to Planner.

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To edit an action item, tap the ellipsis icon, and then from the drop-down menu, choose Edit, make your changes, and then tap Update.

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To delete an action item, tap the ellipsis icon, and then from the drop-down menu, choose Delete, and then tap Delete in the confirmation message box.

6.

Notes:

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To view notes, tap the Notes tab.

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To add a note:

i.

Tap +New.

ii.

In the text box, type your note.

iii.

Toggle the Private / Public button to make the note visible only to you or to everyone, respectively.

iv.

Tap Add Note.

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To edit a note, tap the ellipsis icon, and then from the drop-down menu, choose Edit, make your changes, and then click Update.

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To delete a note, tap the ellipsis icon, and then from the drop-down menu, choose Delete, and then tap Delete in the confirmation message box.

7.

Questions & Answers, Issues & Solutions, and Outline:

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To view the recap, tap the Questions & Answers, Issues & Solutions, or Outline tab.

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To generate an AI-powered Questions & Answers, Issues & Solutions, and Outline:

i.

Tap the Questions & Answers, Issues & Solutions, or Outline tab.

ii.

In the Run AI to Generate box, from the 'Type or select meeting language' drop-down list, select the language.

iii.

Tap Generate.

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To play the video from a specific AI-generated recap, tap the specific recap.

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To copy the AI-generated recap, tap located next to the respective Questions & Answers, Issues & Solutions, or Outline tab.

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To email the AI-generated recap to yourself, tap located next to the respective Questions & Answers, Issues & Solutions, or Outline tab, and then click Send.