AI Chat

AI Chat

AI chat workspace screenshot

Screenshot

What This Page Solves

AI Chat is not the transcription engine. It is the part that helps you turn transcript text into usable output faster.

Use it for:

• summaries and meeting minutes
• action-item extraction
• transcript-based Q&A
• rewriting raw notes into a more shareable form

When To Use It

Prefer AI Chat when

• the transcript is already readable enough to trust
• you need structured output rather than raw text
• you want multi-turn refinement instead of one-shot generation

Do not rely on it for

• replacing factual review
• making unchecked conclusions from noisy transcripts
• publishing important content without a human pass

Recommended Workflow

1. Fix the biggest factual issues in Note first.
2. Start with summary or extraction tasks before style polishing.
3. Move reusable conclusions back into the note body.
4. Manually verify key names, dates, and numbers before sharing externally.

That order is safer than asking AI to write the final output immediately after transcription ends.

Key Decisions

1. Define the target before the tone

Prompts become much more reliable when you specify:

1. audience
2. output format
3. length or depth
4. tone

2. Small multi-turn prompts usually beat one large prompt

A practical sequence looks like:

1. List the key decisions only.
2. Turn them into owner + deadline + risk.
3. Rewrite this as a leadership update.

Each step is easier to verify and easier to redo.

3. Promote durable results into notes

If an AI result is trustworthy and reusable, keep it in the note body instead of leaving it only in chat history.

Common Mistakes And Troubleshooting

• Using prompts that are too vague Add audience, format, and length constraints.
• Treating AI output as final truth Verify key claims against the transcript first.
• Using one long chat for unrelated jobs Split sessions by objective.
• Leaving important output only in the chat pane Promote durable content into notes.

Read Next

• The review workspace before AI: Note
• Organizing projects and data boundaries: Workspace
• AI service and prompt setup: Settings Overview