How to view a meeting's summary, next steps, and transcript
Open a meeting recorded by the bot and see the summary, the next steps with owner, the participants, and the full transcript.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
When the meeting ends, Cognizy generates the summary, next steps, and transcript. The meeting is linked to the contact (and to the deal, if you choose), and the summary can be downloaded or copied.
Where to find it in Cognizy
Before you start
- Have a recorded and completed meeting.
Step by step
- Step 1:
Open and click the meeting. At the top, see the duration, billed minutes, the contact, and the deal (use Choose to link it to a deal).
- Step 2:
In Summary, read what was discussed. Download summary saves it as a file; Generate summary again rewrites the text.
- Step 3:
Right below are the next steps, each with an owner. Use it as a to-do list for after the meeting.
- Step 4:
In Transcript, read the full conversation, with the name of whoever spoke. Copy sends the text wherever you need it.
How to know it worked
You have the complete meeting record linked to the customer, so you can follow up on the next steps.
If it goes wrong
The meeting is marked as Processing.
The summary and transcript take a few minutes after the call ends. Come back later.
Next step
Link the meeting to the customer's deal.
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