Capturing Meetings Automatically

Overview

Automatic capture reduces manual work and improves consistency.

Capture produces meeting records that can be searched and linked to delivery work.

Key Concepts

• Capture: meeting recording and transcription (when enabled)
• Processing: time required to generate summaries and action items
• Scope: Organization and Project assignment for the meeting record

How It’s Used

Use automatic capture for recurring governance and delivery meetings.

Use it for discovery sessions when requirements are expected outcomes.

Benefits

• Reduced note-taking overhead
• Faster conversion to tasks and requirements
• Higher quality context for Console search

Setup Steps

1

Confirm capture prerequisites

1. Confirm Meeting Notetaker is enabled.
2. Confirm browser permissions allow microphone access when required.

2

Capture the meeting

1. Start capture using the Meeting Notetaker entry point.
2. Confirm capture status indicates recording is active.

3

Wait for processing

1. Allow processing to complete.
2. Open the generated summary.

Related: Reviewing Meeting Summaries

Best Practices

• Capture a small set of high-signal meetings first.
• Use consistent meeting titles to improve search and retrieval.
• Convert outputs into tasks and requirements quickly to preserve context.

Summary

Automatic capture produces meeting records that support traceability and search.