CAPTURE, RECORDINGS & AI

Create an AI summary from a recording

Choose a summary template and review the result against the transcript.

Once a transcript is ready, Cresca can create a shorter summary for a particular purpose.

How to do it

  1. 1

    Open the transcribed recording

    Make sure the transcript has finished and review obvious errors. Summarize only appears once there is a transcript to work from.

  2. 2

    Choose Summarize

    The button sits under the transcript. Once you have made one summary it reads Summarize with another template — the earlier ones are kept.

  3. 3

    Pick a template

    Which template offers Relationship follow-up (what to know before you meet again), Brief summary, Meeting minutes, Action items, and Clean transcript.

  4. 4

    Review against the source

    Check the summary against the audio or transcript before relying on it. Deleting a summary leaves the recording and its transcript untouched.

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