Prepare the source
Use a recording you are authorized to process, such as a public presentation or approved internal discussion. State the company, reporting period and context in your notes.
Keep the underlying filings and figures available for independent verification.
Try this prompt
Open or attach the recording in Ask AI, then adapt this example to your task:
Create research notes from this recording. Separate reported facts, forecasts, assumptions and opinions. Preserve dates and units. List claims needing verification and add source timestamps.
Check the result
Check figures against the original reporting documents. A forecast described by a speaker should remain a forecast. Do not convert a summary into a recommendation or imply the recording establishes a future return.
Use the document as a source index for your research. ScreenApp is not placing trades or verifying the investment thesis in this workflow.