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Turn Meeting Transcripts into Minutes

Transform meeting transcripts into organized minutes using an AI agent with your custom template, capturing decisions and next steps for team alignment.

AI Agent

Turn a conversation into a shared reference point: the agent transforms a transcript into clear, well-organized meeting minutes.

Great for teams that want to capture meeting outcomes and next steps.

The problem

After the meeting, you have the transcript, but decisions and tasks are scattered throughout the conversation.

1. What this use case does

The agent organizes a transcript you provide using a meeting minutes template. It can summarize topics discussed, decisions, and next steps. Unclear task ownership is left open.

2. How to use it

Provide an approved transcript and, if you have one, your template. Have the agent create the meeting minutes, then review the decisions and tasks before sharing them.

Example prompt:

Create meeting minutes from this transcript, including topics, decisions that were explicitly made, open questions, and next steps. Flag any unclear task ownership.

3. How to set it up

Create an agent with instructions for your meeting minutes structure. Provide the template as context and start by testing it with a transcript you upload directly. To access external transcripts, the connection and permissions need to be set up separately. This access was still blocked at the source.

Learn more about setting up custom AI agents

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