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HeyMoa

I want to find a past decision

Find decisions from past meetings and the reasons behind them using My agent, the timeline, and transcript search.

On this page

What's happening

You want to check what was decided in a meeting a few weeks ago, and who said it and why.

Where to look first

Use [My agent] in the bottom right, and the note's [Summary], [Timeline], and [Transcript] tabs.

Try these steps

Asking My agent about a past meeting.
  1. Click [My agent] in the bottom right The agent panel opens.
  2. Start a new chat with [+] An empty input field appears.
  3. Type @ in the input field to add a scope Adding the project or meeting notes to search makes answers more accurate.
  4. Ask a specific question Type something like “How did we split the May budget?” and press Enter.
  5. Click [Referenced meeting notes] under the answer See which meeting the answer came from.
  6. In that meeting's [Timeline] tab, click the [Decisions] filter This gives you a closer look.
  7. Click the source timestamp See what was actually said in the transcript.
  8. You can also search by keyword yourself For an ended meeting, use [Search] in the [Transcript] tab.

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