Bring a source
Choose a transcript exported by your meeting tool. Plain text and standard caption formats work locally.
Product / Documents
Keep the client’s words in reach.
Import a written transcript as a text file, SRT or WebVTT. Keep the language and timestamps available for review.
VTT
Retirement review
00:41
“I’ll send my latest pension statement on Friday.”Jordan Morgan
Read in context
Times and speaker names help you find the statement behind a meeting note.
Carry it forward
Save a revised note and export a text copy alongside the original source.
Advisor workspace · Morgan retirement review sample
A timestamp can settle a handoff.
An associate preparing the case file wants to know who agreed to send the statement. In an imported caption transcript, the timestamp gets them back to the passage where Jordan made the commitment.
“I’ll send my latest pension statement on Friday.”
The source beside the note
When a detail matters to the next reviewer, keep a short citation with the summary you export.
Compare export formats- Source file
- Meeting transcript with the original caption times.
- Passage to retain
- 00:41 · Jordan offers to send the latest pension statement on Friday.
- Reviewer’s check
- Confirm the speaker and timing against the original recording when available.