Meetings & Transcription

Overview

Core's Meetings feature provides AI-powered meeting intelligence. Record meetings, get automatic transcriptions, generate summaries, and extract action items for complete meeting documentation.

Recording Meetings

Starting a Recording

Record directly in Core:

1. Navigate to Meetings
2. Click New Recording
3. Enter meeting title
4. Select related company and/or ticket (optional)
5. Click Start Recording
6. Allow microphone access when prompted
7. Click Stop when finished

Uploading Recordings

Upload existing audio files:

1. Navigate to Meetings
2. Click Upload Recording
3. Select your audio file:
   • Supported formats: MP3, WAV, M4A, WEBM
   • Maximum size: 500MB
   • Maximum duration: 2 hours
4. Enter meeting details
5. Click Upload & Process

Meeting Details

When creating a meeting record:

AI Transcription

Automatic Processing

After upload, AI processes the recording:

1. Audio is uploaded securely
2. Speech-to-text transcription runs
3. Speaker identification detects participants
4. Timestamps are added throughout
5. Processing status shows progress

Transcription Features

Editing Transcripts

Correct transcription errors:

1. Open the meeting
2. Click on any text in the transcript
3. Make corrections
4. Changes save automatically
5. Original preserved for reference

Speaker Assignment

Label speakers with names:

1. Click on a speaker label (e.g., "Speaker 1")
2. Select or enter the person's name
3. All instances update automatically
4. Helps identify who said what

AI Summaries

Automatic Summaries

AI generates meeting summaries:

• Overview: What the meeting was about
• Key Points: Main discussion topics
• Decisions: Agreements reached
• Action Items: Follow-up tasks
• Questions: Unresolved items

Summary Sections

Regenerating Summaries

If summary needs improvement:

1. Click Regenerate Summary
2. Optionally add focus instructions
3. New summary is generated
4. Previous versions available in history

Action Items

Extracted Actions

AI identifies action items:

• Task description
• Suggested assignee (from context)
• Mentioned deadline (if any)
• Related discussion context

Managing Actions

Convert actions to tasks:

1. Review extracted action items
2. Click Create Task on an item
3. Assign to team member
4. Set due date
5. Link to ticket if relevant

Creating Tickets from Actions

Turn actions into tickets:

1. Click Create Ticket on an action
2. Pre-populated with:
   • Title from action
   • Description from context
   • Link to meeting record
3. Complete ticket details
4. Save

Search and Discovery

Full-Text Search

Search across all meetings:

1. Go to Meetings
2. Enter search terms
3. Results show:
   • Matching meetings
   • Relevant transcript excerpts
   • Timestamp links

Searching Tips

Filters

Narrow search results:

• Date range: Meetings within period
• Company: Specific customer
• Attendees: Who participated
• Tags: Categorization

Meeting Organization

Linking to Tickets

Connect meetings to related tickets:

1. Open the meeting
2. Click Link Ticket
3. Search for the ticket
4. Meeting appears in ticket timeline

Linking to Companies

Associate with customers:

1. Select company when creating meeting
2. Meeting appears in company's record
3. Helps track all client interactions

Tags

Organize with tags:

• Project names
• Meeting types (sales, support, internal)
• Topics
• Priority levels

Sharing Meetings

Team Access

Share with your team:

• All team members can access meetings
• Respect role-based permissions
• Control edit vs view access

Sharing Summaries

Share meeting summaries:

1. Open the meeting
2. Click Share Summary
3. Generate shareable link or
4. Email summary directly
5. Recipients see summary only (not full transcript)

Exporting

Export meeting data:

1. Open the meeting
2. Click Export
3. Choose format:
   • PDF (summary + transcript)
   • TXT (transcript only)
   • DOCX (formatted document)
4. Download file

Best Practices

Before Meetings

• Inform participants about recording
• Check microphone quality
• Use quiet environment
• Have agenda ready

During Recording

• Speak clearly
• Introduce participants
• State names when speaking (helps AI)
• Avoid talking over each other

After Processing

• Review transcript for errors
• Assign speaker names
• Review and assign action items
• Link to relevant tickets/companies
• Share summary with stakeholders

Organization

• Use consistent naming conventions
• Tag meetings appropriately
• Link to related records
• Archive old meetings

Privacy and Security

Data Handling

• Recordings stored encrypted
• Transcripts encrypted at rest
• Processing happens securely
• Data retained per your policies

Consent

• Ensure recording consent
• Notify participants
• Follow local regulations
• Document consent when required

See also

• Managing Tickets
• Company Management
• Time Tracking