How AI Powers Transform

A practical overview of where AI shows up in Transform and how to use it.

Overview

AI features focus on capturing context and turning it into usable delivery output.

Use this section to understand where AI appears and why it exists.

Key Concepts

• Meeting Notetaker: meeting capture that generates structured notes and follow-ups
• Console: natural language query across Project content, returning answers with sources
• Knowledge Management: practices for keeping decisions and context reusable

How It’s Used

Use Meeting Notetaker during discovery and governance meetings.

Use Console during reviews when the location of an answer is unknown.

Use Knowledge Management practices to reduce rework across Projects.

Benefits

• Faster conversion from meeting context to requirements and tasks
• Less time spent searching for decisions and prior rationale
• More consistent governance through traceable source links

Setup Steps

1. Confirm AI features are enabled at Account scope.
2. Confirm access roles allow content visibility for the intended audience.
3. Standardize naming for Processes, Systems, and Segments to improve query precision.

Best Practices

• Keep decisions in comments with a consistent pattern, such as Decision: and Approved by:.
• Prefer links to source items over copying generated text into external tools.
• Use Save Views to pair AI answers with repeatable review lists.

Summary

AI workflows:

• Meeting Notetaker
• Console AI Search
• Knowledge Management