Tools for this workflow
Start with this input
Maya: I will send the draft on Friday. Lee: I can review it, but cannot commit to a date. Maya: The budget is still undecided.
Follow the process
- Record a short test with consenting speakers, or use the supplied text as a summary-only fixture. Do not upload a real confidential meeting.
- Choose a tool and confirm your available recording or import allowance. Otter’s free file imports are a lifetime limit, not a monthly refill.
- For audio: create/import the recording and inspect the transcript against playback. Correct names and negations before asking for a summary.
- Ask: “Return Owner | Action | Due date | Evidence. Use Not agreed for missing dates. Keep decisions separate from open questions.”
- Review the output against the acceptance sample, then export the transcript and action list. Reopen the export to verify text and names.
Reference output and acceptance criteria
Owner | Action | Due date Maya | Send the draft | Friday Lee | Review the draft | Not agreed Open question: Budget remains undecided.
If it goes wrong
If speakers are merged, relabel against playback. If import is blocked, check quota before paying. If the AI assigns Lee a date, remove it and tighten the instruction. Keep the original recording for review under your retention policy.
Time, cost and evidence
Planning estimate: allow 15–30 minutes for a short first run and manual review. This is not a measured provider runtime. Use an eligible free allowance or review the linked plan before continuing; no guaranteed dollar cost.
Workflow design and an editorial reference output. No authenticated provider run is claimed. Product screens, available models and quotas can change.