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HeyMoa

I want to check the summary and confirm it

Check the decisions and tasks the AI pulled from your meeting, fix what's wrong, and add them to the project with Finish review.

On this page

What's happening

The summary has a wrong decision or is missing a task. You want to fix it before it goes into the project.

Where to look first

The [Summary] tab must be open in [In review]. If it already shows [Confirmed], you can't edit the review items.

Try these steps

Expanding items to check their sources, then confirming with [Finish review].
  1. Skim the overview and topics in the [Summary] tab Get a sense of what was captured first.
  2. Click a decision or task that looks off The lines it was based on expand.
  3. Click a source line You see what was actually said at that line of the transcript.
  4. Click [Edit] on anything that's wrong An input field opens.
  5. Press Enter to save Your change applies right away.
  6. Click [Exclude] on items you don't want to keep Excluded items aren't added to the project.
  7. Add anything that's missing Click [Add decision] or [Add task] under the section.
  8. Choose an assignee from [Set assignee] on a task You can set one for each task.
  9. Choose a date from [Set due date] Click a date to set it.
  10. If there are suggestions, choose them one at a time These are [Replaces an earlier decision] and [Change existing task] suggestions.
  11. Click [Finish review] in the bar at the bottom A confirmation dialog opens.
  12. Click [Finish review] again in the dialog This is what adds everything to the project. Nothing is added before you click it.