Generate Highlights, Summary, Chapters, and Action Items

Create post-event AI deliverables from retained transcript content.

Best for: Authorized producers, analysts, accessibility leads, organization owners, and support staff.

Before you start

Availability depends on role, event access, plan entitlements, retained source data, export/AI/statistics features, and privacy policy.

• Confirm exact organization, event, language, and reporting period.
• Verify requester, recipient, and retention/privacy authorization.
• Preserve raw source data before cleanup, editing, or deletion.

Step by step

1. Validate source. Completeness, language, speakers, glossary.
2. Choose output. Summary, highlights, chapters, actions, or talk time.
3. Choose locale/scope. Intended language/time range.
4. Generate once. Monitor export history.
5. Trace claims. Verify important statements/actions.
6. Review sensitive content. Restrict confidential/personal/privileged material.
7. Edit and label. Human corrections and generated status.
8. Deliver. Verified audience/version.

What success looks like: The deliverable or analysis is correct for the intended scope, reviewed, reproducible, and protected according to policy.

Check your setup

• High-impact claims trace to source.
• Names/numbers/actions reviewed.
• Generated status/reviewer clear.

Troubleshooting

No output

Check transcript, entitlement/usage, language, job status.

Chapters misaligned

Review timestamps and edit.

Invented action

Remove; do not assign without verification.

Security and operational notes

• Can omit or hallucinate.
• Not sole legal/medical/safety record.
• Apply confidentiality.

Related guides

• Review AI Deliverables and Talk-Time Limits
• Manage Export History and Delivery
• Apply Glossary Fixes and AI Cleanup

Documentation status: Draft for operational, privacy, and analytics review before publishing.