Viewing Meeting Recap in List View
You can view the meeting recap of meeting recordings directly from the meeting recordings list view.
If you choose to send a recap by email to participants, Meeting Insights only sends it to internal participants (i.e., members of your organization).
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To view recap from list view: |
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In the Navigation pane, click All Meetings. |
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Click either the icon (if you have run AI) or icon, corresponding to the meeting recording that you want; the Meeting Recap dialog box appears: |
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To perform global operations for the meeting recap: |
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To send meeting recap to all participants by email: On the top of the dialog box, click . |
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To download meeting recap to your computer as a PDF or CSV file: On the top of the dialog box, click or , respectively. |
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To view meeting recap on Player page: On the top of the dialog box, click Open in player. For more information on managing recap on the Player page, see Managing Meeting Recap. |
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To view the Summary, select the Summary tab: |
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To send summery by email: Click the down-pointing arrow on the tab, choose Send, add the people to send it to, and then click Send. |
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To copy summery to your clipboard: Click the down-pointing arrow on the tab, and then choose Copy. |
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To add a summary: Click Add your Summary, type your summary, and then click Add Summary. |
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To manage AI-generated summary (Bullet-Point Summary or Summary): |
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To edit summery: Click , edit the text as desired, and then click Update. |
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To delete summery: Click , and then in the confirmation box, click Delete. |
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To copy summery to clipboard: Click , and then paste wherever (e.g., in a Word document). |
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To send summery to email: Click , add the people to send it to, and then click Send. |
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To provide feedback on your satisfaction with the AI-generated summary: Click , , or . |
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To view the Outline, select the Outline tab: |
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To copy outline to your clipboard: Click the down-pointing arrow on the tab, and then choose Copy. |
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To manage AI-generated Outline: |
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To edit outline: Click , edit the text as desired, and then click Update. |
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To delete outline: Click , and then in the confirmation box, click Delete. |
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To copy outline to clipboard: Click , and then paste wherever (e.g., in a Word document). |
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To provide feedback on your satisfaction with the AI-generated outline: Click , , or . |
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To view Action Items, select the Action Items tab: |
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To add an action item: Click New, type the action, assign it to a participant (optional), assign it a due date (optional), and then click Add Action Items. |
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To manage AI-generated summary (Bullet-Point Summary or Summary): |
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To approve action items: To approve all AI-generated Action Items, click Approve All. To approve individual Action Items, click the corresponding Approve button. |
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To play action item in video: Click the button that displays the time in the video that relates to the action item. |
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To edit action item: Click , edit the action item as desired, and then click Update. |
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To delete action item: Click , and then in the confirmation box, click Delete. |
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To provide feedback on your satisfaction with the AI-generated summary: Click , , or . |
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To view the Q&A, select the Q&A tab: |
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To send Q&A by email: Click the down-pointing arrow on the tab, choose Send, add the people to send it to, and then click Send. |
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To copy Q&A to your clipboard: Click the down-pointing arrow on the tab, and then choose Copy. |
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To manage AI-generated Q&A: |
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To edit Q&A: Click , edit the text as desired, and then click Update. |
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To delete Q&A: Click , and then in the confirmation box, click Delete. |
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To copy Q&A to clipboard: Click , and then paste wherever (e.g., in a Word document). |
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To send Q&A to email: Click , add the people to send it to, and then click Send. |
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To provide feedback on your satisfaction with the AI-generated Q&A: Click , , or . |
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To view the Issues & Solutions, select the Issues & Solutions tab: |
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To send Issues & Solutions by email: Click the down-pointing arrow on the tab, choose Send, add the people to send it to, and then click Send. |
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To copy Issues & Solutions to your clipboard: Click the down-pointing arrow on the tab, and then choose Copy. |
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To manage AI-generated Issues & Solutions: |
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To edit: Click , edit the text as desired, and then click Update. |
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To delete: Click , and then in the confirmation box, click Delete. |
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To copy to clipboard: Click , and then paste wherever (e.g., in a Word document). |
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To send to email: Click , add the people to send it to, and then click Send. |
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To provide feedback on your satisfaction with the AI-generated Q&A: Click , , or . |
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To view Decisions, select the Decisions tab: |
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To add a decision: Click New, type your Decision, and then click Add decision. |
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To edit a decision: Click , edit the text as desired, and then click Update. |
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To play decision in video: Click the button that displays the time in the video when the decision was added. |
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To delete decision: Click , and then in the confirmation box, click Delete. |
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To view Notes, select the Notes tab: |
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To add a note: Click New, type your Note, and then click Add note. |
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To edit a note: Click , edit the text as desired, and then click Update. |
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To play note in video: Click the button that displays the time in the video when the note was added. |
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To make a note private or public: Click the Private or Public button, respectively. |
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To delete a note: Click , and then in the confirmation box, click Delete. |