Meeting notes: from the note-taker to tasks

Account ManagerBusiness DevelopmentVP of Sales

Meeting notes: from the note-taker to tasks1:04 · narrated, with captions

Transcript

1. 0:02This video follows a meeting from the note-taker joining the call to the minutes and tasks it produces.
2. 0:09On an account, Transcribe Meeting sends the note-taker into a Teams, Meet or Zoom call.
3. 0:15Paste the meeting link, check the platform and subject, and launch the bot. It joins, records and transcribes.
4. 0:22When the call ends, the transcript lands on the account, under Transcripts.
5. 0:27Recent MOM on your dashboard lists the meetings the Hub has summarised, with how many tasks each produced.
6. 0:34Open one to read the minutes: attendees, topics, decisions and next steps, written from the transcript.
7. 0:42The Hub turns the next steps into tasks for the people named, and notes how many it created.
8. 0:47Send MOM emails the minutes to the attendees. Regenerate MOM writes them again from the transcript.
9. 0:55That is how a meeting becomes minutes and tasks.

1. Bring the note-taker in

On the account, select Transcribe Meeting. Paste the Teams, Google Meet or Zoom link, check the bot’s display name (HS Scribe), add a subject if you like, tick Internal meeting for meetings without customers, and select Launch bot. It joins, records and transcribes the meeting.

2. The transcript, minutes and tasks

When the bot finishes, the transcript is filed on the account under Transcripts and in its chatter. The Hub then writes the minutes of meeting, with attendees, topics discussed, key decisions and next steps, and creates the follow-up tasks it found.

3. Read the minutes and tasks

Recent minutes appear on the dashboard under Recent MOM, with the number of tasks and the date.

Open one to read the minutes. Send MOM emails them to the attendees and Regenerate MOM rewrites them.

The minutes are blurred here because they are from real meetings.

Note

Transcripts are private to the people who attended the meeting.