Meetings — import and analyze with AI

Purpose

Prepare audio/context and review the analysis before generating actions.

Step by step#

1. 1

   In CRM or Tasks/Projects, open the available meeting import actions to receive the analysis in the right context.

2. 2

   Use import/recording through the offered flow and check file, length and quality.

3. 3

   Enter the requested context and process it when authorized and with resources available.

4. 4

   Review the transcription, decisions, summary and suggested tasks before accepting.

5. 5

   Check owners and deadlines when turning recommendations into actions.

6. 6

   Video-conferencing integrations are configured in the corresponding area; do not assume the bot automatically joins every meeting with a hashtag.

7. 7

   Inform participants and follow the company's privacy/recording rules; this Manual does not replace legal advice.