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Step-by-step guide · Meetings & documents

Record a meeting. Turn it into useful context.

Be present in the conversation. With the participants’ agreement, record it and let AI transcribe it. The recording and transcript become context you can return to whenever you need an answer or a new output.

Steps

1. Agree to record, capture the conversation, and keep the original file. Use an app that supports audio transcription, or provide its exported transcript.
2. Build a context brief from the transcript: facts, decisions, suggestions, and open questions. Preserve timestamps and unclear speaker labels.
3. Use that context to generate what you need: a follow-up email, an action list, a procedure, or preparation for the next meeting.
4. Check important details against the transcript before using the output. Keep the original separate so later summaries do not replace what was actually said.

Prompt to copy

Replace the text in brackets with your own details, then paste it into the AI tool you use.

Help me turn a recorded conversation into context I can use afterward. First ask me to share the recording or an exported transcript, and verify that you can read it. If you can’t process audio here, help me provide a transcript instead.

From the material I share, create a context brief covering what happened, confirmed facts, decisions, suggestions that weren’t agreed, commitments, and open questions. Include speaker labels and supporting timestamps where available, and mark unclear words instead of guessing.

Ask what I need from this conversation: notes, an action list, a follow-up message, a procedure, or preparation for the next meeting. Create the output I choose using the context. For actions, include the owner and stated deadline; write ‘not agreed’ if either is missing. Keep the original transcript separate and show me the result for review before saving or sending anything.

What to check

• Does the transcript preserve what people actually said?
• Are suggestions separate from decisions?
• Can you find the source timestamp for each action?
• Did the AI invent an owner, deadline, or commitment?

Then try this

Keep the recording, transcript, and corrected context brief together. Bring that context into the next conversation and update it with new decisions.

Updated September 2026. Examples are fictional. This is a working method, not a guarantee of what any tool will produce.