Meetings App: Record a Meeting

This article discusses how to use the LOIS for Meetings mobile app to record meetings, obtain an AI-generated summary and transcript, and review suggested follow-up actions.

• Start Recording
• View Meeting Details
• Manage Suggested Actions

Start Recording

To start recording a meeting using your device’s microphone:

1. Tap the plus button. Open the Meetings app and tap the plus button in the lower navigation bar.
2. (Optional) Enter the meeting name and choose a project. Enter a name for the meeting and select the relevant Filevine project. (If prompted, select the Org before choosing a project.) Alternatively, you can skip these fields and start recording immediately. The meeting name and Filevine project can be added or updated at any time during or after the meeting.
3. Record. Tap Record, and allow microphone access if prompted.

You’ll be taken to the meeting details screen. In the Transcript tab, you can view the realtime audio transcription. Use the buttons at the bottom to pause, resume, or end the recording. Once recording has ended, it cannot be restarted.

View Meeting Details

After a meeting has ended, LOIS will finish processing the meeting audio and generate the transcript, summary, and suggested actions. This process may take a few minutes, depending on recording length and network connectivity.

Once processing is complete, you can use the following three tabs to review the meeting details:

• Summary: this tab shows a high-level recap of the meeting in narrative format. Each main topic is displayed in bold, with bullet points summarizing the discussion and talking points.
  
   
• Actions: this tab shows any follow-up actions suggested by LOIS based on the meeting discussion. To learn more, read the Manage Suggested Actions section below.
  
   
• Transcript: the realtime transcription will be updated to include a timestamp and speaker for each utterance. Speakers are automatically assigned and numbered (Speaker 1, Speaker 2, etc). Use the buttons at the bottom to replay the recorded audio and jump forward or backward in ten-second intervals.
  

Manage Suggested Actions

In the Actions tab of the meeting details screen, each action displays an assignee, message, and due date, and can be published to the Filevine project as a task item.

To publish an action to Filevine, click Publish. To update the assignee, due date, or message text before publishing, click the pencil icon. Make the desired edits, and then click Publish. To remove a suggested action from the list, click the trash icon.

Click + New to add a new action to the list. Fill out the assignee, due date, and message text, and then click Publish.

Once an action is published, it can no longer be edited or removed from the Actions tab.

View in Filevine

In the associated project’s Docs section, you can view the meeting’s transcript and summary by navigating to the LOIS for Meetings folder. (If no LOIS for Meetings folder exists, it will be auto-generated when the transcript and summary files sync over.) In this folder, the meeting’s subfolder displays the meeting name, along with its date and timestamp in UTC (Coordinated Universal Time).

After you publish suggested actions, they will appear as task items in the project’s Activity Feed, along with the user feed and task page of subscribed and assigned users, respectively.