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meeting automation fails when it skips transcript quality and jumps straight to sending. use a short verification loop so names, decisions, owners, and dates remain trustworthy.

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step by step

1

configure audio

Open Settings → Recording. select the needed microphone and system-audio devices, then record a short test. obtain consent where required and follow the meeting’s recording policy.
2

confirm the meeting exists

After the call, open the meeting or timeline. check its start and end, transcript coverage, and whether screen context belongs to this meeting.
3

fix important transcript errors

Correct names and merge or label speakers where useful. do not “repair” missing audio by inventing what someone probably said.
4

generate the structured notes

Ask for purpose, decisions, unresolved questions, objections, action items, owners, dates, and supporting transcript moments.
5

compare with the transcript

Verify every commitment, owner, number, and deadline. mark unclear items for confirmation.
6

draft the follow-up

Create a concise email or message from the verified notes. review tone, recipients, attachments, and promises before sending.
7

update other systems separately

Only after review, copy the approved result into a CRM, ticket, project tracker, or shared notes system.
screenpipe recording settings for selecting audio and screen devices

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notes prompt

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follow-up prompt

for deeper speaker, transcript, and calendar setup, see meeting intelligence and meeting transcription.