- Open a recording with a usable transcript, or attach the recording in Ask AI.
- Request the summary you need. For example: “Summarize this meeting as decisions, action items and unresolved questions.”
- Check that the intended recording is attached before sending.
- Review the result against the transcript and playback, especially names, dates and commitments.
Use a template
Choose a template when you need the same structure across recordings, such as meeting notes. A generated document is separate from the source recording and can be exported through its document controls.
Improve an incomplete result
Specify which topic or time range matters. Correct source errors before generating a replacement. Do not treat an omitted detail as proof that it was never discussed.
For a failed result, check summary troubleshooting. For slides, see create a PowerPoint.