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Workflow 1: From recording to approved minutes

Last updated 30 September 2026

On this page
  • Goal: upload a meeting recording, check the transcript, create formal minutes, approve the actions, approve the minutes and export them.
  • Performed in the browser: yes, end to end, on 30 Sep 2026, with the synthetic Digital Services Improvement Meeting.
  • Time taken in the run: about 15 minutes of clicking; the AI steps each took under 20 seconds.
  • Credits used: 3 (transcription) + 4 (minutes incl. agenda file) = 7.

Watch the whole workflow#

The same steps on the real app, in chapters: upload, transcript, minutes, actions, approval and follow-up. The waits for transcription and for the minutes are sped up.

0:00 / 0:49
Step-by-step, without the animation

  1. Step 1 Upload a meeting recording

  2. Step 2 It is transcribed and summarised by itself

  3. Step 3 Accept the names people said about themselves

  4. Step 4 Create formal minutes, sharpened by the agenda

  5. Step 5 Every item quotes the words it came from

  6. Step 6 Approve the follow-ups onto the list

  7. Step 7 Give them dates and follow them through

  8. Step 8 Approve the minutes; the version is locked

  9. Step 9 Follow every action through in the Action Centre

Step 1: Start a new meeting#

Press New (bottom bar) and open the Upload file tab. Choose the recording.

Upload tab

Step 2: Check and name the recording#

The file is prepared in the browser. The Ready to transcribe card shows the length (2:49) and the price (3 credits). Type a Title: Digital Services Improvement Meeting. (Optional: Edit to trim silence; see Smart Audio Prep.)

Ready to transcribe

Step 3: Transcribe and wait#

Press Transcribe. The button shows "Uploading audio…", then the meeting page opens with the processing card. You may leave the page.

Processing

Step 4: Read the summary#

When processing ends, the Summary tab shows the key points. A "transcript is ready" notification arrives.

Summary

Step 5: Fix names in the transcript#

Open Transcript. Accept the correct name suggestions (Use name) and fix misspellings with the speaker menu → Rename everywhere. Details: Workflow 2.

Transcript

Step 6: Create the minutes#

Open Minutes, pick the Project template, attach the agenda under Agenda, and press Create minutes · 4 credits.

Minutes set-up

"Building the minutes…" appears, then the draft.

Generated minutes

Step 7: Complete the details#

  • In Who is speaking, add each person's role and press Save.
  • Edit the blank Date and Organisation fields.
  • Use More formal on the decision if needed.
Roles

Step 8: Approve the actions#

Open the Actions tab. The AI drafts are not on anyone's list yet. Press Approve (or Approve all), then set dates, priorities and owners (Workflow 3).

Drafts

Step 9: Approve the minutes#

Back on Minutes, press Submit for approval. On a plan with nobody else on it, press Approve now. The minutes become Approved · Version 2, with a fingerprint, and editing is locked.

The status switches to Approved on its own a couple of seconds after Approve now.

Step 10: Export#

  • Approved version or Print / PDF → Save as PDF (sample output).
  • Word / Download Word for an editable .docx.
  • Follow-up email → Copy email to send the outcome.
Print view

Result#

An approved, versioned set of minutes. The decision is registered as DEC-2026-0001, and four tracked actions exist (ACT-2026-0001 to 0004).