Field guide

Your first local meeting

Practice importing a client transcript, checking the notes and saving the record in the advisor workspace.

Open a sample

Open the Morgan retirement review to see a speaker-labelled transcript, extracted notes and actions. You can practise editing it on this device.

Choose New meeting. Paste text, import a caption file or select audio. The first audio import loads the bundled local English speech model.

Correct the transcript, generate your notes, then edit the result. Save the meeting and search for it by title or by something the client said.

Use the five-turn Morgan conversation to practise with a text file. Start a new meeting in the workspace and choose Import transcript.

Practice file · TXTMorgan retirement reviewDownload practice transcript

After import

Look for Jordan’s proposed retirement age in the turn at 00:12.

After saving

Search My meetings for pension statement. Open the saved record and find the same passage.

Understand where a meeting lives and how to move a copy.