Organize the sidebar
Create collections to group related meetings. Collections support up to four levels. Rename, move and reorder items with the available sidebar actions. Tags add a second way to categorize meetings across the collection tree. Search and filters help find the right material.
Use the sidebar menus and drag actions on Mac. Keyboard hints shown in the interface describe the shortcuts available in the current context.
Add context without rewriting the transcript
Use meeting comments for general notes, or paragraph comments for a specific passage. Select the relevant paragraph before adding an anchored comment. Comments can be included in eligible AI input and export workflows; check the selected options rather than assuming every task includes them.
Analyze a collection
Select the collection and choose an analysis workflow. Review which meetings, comments and references are included. A collection combines multiple recordings and source contexts, so check report citations against the original meeting when a conclusion needs verification.
Remove and recover carefully
Use the visible trash and recovery workflow for deleted meetings. Permanent removal also affects access to related recordings and evidence. Check the selected item and the confirmation text before deletion.
Publish a coherent document
Export the selected transcript and reports together. In the PDF preview, arrange the included chapters and check their titles. A combined document can retain links to the included transcript paragraphs; the source transcript must be present for those links to be resolved.