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Creating Meeting Minutes Using AI Chat

Updated over a week ago

AI Chat Overview

AI Chat is a feature that assists in creating meeting minutes. You can ask questions about the meeting content or request summaries organized by speaker.

It can also be used in meetings with Bots, enabling real-time extraction of important points and generation of decisions.

AI Chat is displayed by default in notes. If you prefer to have the transcription displayed by default, you can change this in your personal settings.

AI Chat Area Components

  • Chat buttons:

    See "1. Using Buttons" below

  • Prompt input / Web Search:

  • New chat creation button:

    Click "+" to immediately create a new chat

  • Prev / Next buttons:

    Navigate through chat history (older and newer chats)

    *Note: History disappears when you leave the note page.

    *Note: History is not shared with other members.


How to Use AI Chat

1. Using Buttons

Several pre-configured requests are available. Click the button that matches your needs:

  • What is this meeting about?

  • Create headings for each speaker and organize the content

  • Organize important questions and answers in Q&A format

You can add or copy the summary results to your minutes in three ways:

  • Insert at cursor position:

    Adds at the cursor position in the minutes area

  • Copy text:

    Click the overlapping square icon to copy the summary content

2-1. Entering Prompts

You can enter instructions or questions in the text box at the bottom that displays "Asking AI...".

2-2. Using Web Search

Using "Web Search" enables real-time internet information retrieval and responses based on the latest information.

Click the globe 🌐 icon to enable "Web Search," then submit your chat.

[Use Case] How to Replace Text (Substitute Specific Characters) with AI Chat

You can also instruct AI Chat to replace text in your minutes.

Example: Batch replacing an incorrectly converted surname

1. Enter replacement instructions in the AI Chat prompt field and press the "Send" button or "Enter" key.(Change all " EMILY" in the minutes to "Amelie")

2. Click "Apply" displayed in the chat area to batch replace the text in your minutes.

3. Canceling Responses

To cancel an AI Chat response, click the "■" in the lower right corner to stop it. Click "Retry" to restart the response.

Can Be Used in Meetings with Bots

Even with Bots in the meeting, you can check summaries by clicking the buttons in the AI Chat area.

You can also enter prompts like "Summarize the content so far" or "Compile only the questions" in the "Ask AI..." field to give instructions during the meeting.

Users Who Can Use AI Chat

AI Chat can be used by anyone who can view the note, including users who are not logged in. In other words, anyone with viewing permissions for the note can use AI Chat.

You can also edit content suggested by AI Chat. For example, you can "replace" or "add below" the content suggested by AI Chat. However, to use this feature, you need editing permissions. In other words, any user with permission to edit the note can use the AI Chat editing features.

For example, if you share a link with the "Anyone with the link can edit" setting, anyone can use AI Chat to edit. If you invite users with view-only permissions, those users can use AI Chat but cannot use the editing features.

When a view-only user uses AI Chat, only the copy button will be displayed.

Setting Transcription Display as Default

In the personal settings section of the settings screen, select "Transcription" under "Tab to display by default on the right side of notes."

When you open a note, the transcription will be displayed by default.​​​​​​​​​​​​​​​​

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