Prepare the source
Use only material your organization has approved for processing in ScreenApp. A practice discussion with fictional details is a way to test the workflow before considering sensitive case information.
Identify the case reference and purpose of the discussion without adding unnecessary personal details. Record or upload the discussion, then review its transcript.
Try this prompt
Open or attach the recording in Ask AI, then adapt this example to your task:
Draft case review notes from this recording. Separate reported statements, direct observations, decisions and proposed follow-ups. Do not infer missing facts. Add source timestamps.
Check the result
Check that an allegation or second-hand statement has not become an established fact. Confirm dates, identities and action owners with the source.
A generated document does not update a case-management system or establish a complete case history. Keep the reviewed record in your approved system and control access to the recording separately.