AI Notes lets you record a meeting with a client, or import an audio file, and get a transcript and a summary you can use as context in Ask Lexroom.
In this article:
Open AI Notes and accept the terms
Import an audio file
Record a meeting
What happens after you save
Name the speakers
Use the Note in Ask Lexroom
Open AI Notes and accept the terms
In the sidebar, click AI Notes. Only the first time, Lexroom asks you to accept the terms and conditions for this feature. You only need to do this once.
Import an audio file
If you already have a recording, you can upload it. The file can be up to 200 MB.
In AI Notes, click Import.
Select the audio file.
Lexroom creates the transcript and the summary.
Record a meeting
In AI Notes, click New recording.
Before you start, tell your client that the meeting will be recorded.
Start the recording.
If you need to, you can leave the recording running in the background and use other parts of Lexroom in the meantime.
When the meeting ends, click End & Save.
If the recording stops (for example, because you leave Lexroom or lose your connection), you don't lose the audio. When you come back, the recording is paused and you can resume from where you left off.
To start faster, click the + next to AI Notes in the sidebar. The recording starts right away and the Note gets a name automatically. Lexroom still reminds you to tell your client that the meeting will be recorded.
What happens after you save
When you save, Lexroom starts the transcript and the summary. When they are ready, Lexroom sends you a notification. Open the Note to read them.
Name the speakers
Lexroom recognizes the different voices in the meeting. You can assign a name to each speaker, and it is applied automatically to the whole transcript. Names only apply to that Note.
Use the Note in Ask Lexroom
In the Note, click Ask Lexroom in the top right to use it as context for your questions.