Meeting Insights
AI transcripts and meeting insights
Meetings conducted through Projetly are recorded and transcribed by Projetly AI. Instead of going through long recordings or scattered notes, Projetly organizes meeting details, highlights the important points, and lists action items so follow-ups are always clear.
Meeting insights include:
Meeting Overview - A short summary of the discussion that gives context at a glance.
Key Insights - The main points and takeaways from the meeting, such as customer needs, blockers, or decisions.
Highlights - Action items discussed during the meeting. Use the 'Create Task' option to create these to the respective project task plan.
Meeting Transcript - A transcript of the call.
MoM - A structured list of topics discussed, decisions made, and follow-up tasks. You can review the details and mail them to the attendees directly from here.
Attendee report - A record of who attended the meeting, helping track participation and engagement.
To capture meeting insights, the user must enable the bot on each call. Contact your administrator if you do not have access.
Use AI in Meeting Insights
The Use AI feature helps you refine and improve meeting notes with just one click. Instead of manually editing long transcripts or summaries, you can instantly rephrase, shorten, or simplify the content. This makes it easier to share updates with customers or colleagues in the right format and tone. Use AI feature allows:
Rephrase writing
Adjusts the wording to make the note clearer and smoother while keeping the meaning intact.
Example: “Participants clarified template types” → “The team discussed and finalized template categories.”
Make shorter
Compresses longer text into a concise version. Useful for quick recaps or executive summaries.
Example: A long transcript section can be turned into a 2–3 sentence summary.
Make longer
Expands brief notes into more detailed explanations, helpful for documenting context or sharing with external teams.
Change tone
Adjusts the tone to suit different audiences (formal, friendly, neutral, etc.).
Simplify language
Makes text easier to understand by removing jargon or complex phrasing.
Example: “Defined next steps for resolving UI issues” → “Agreed on how to fix UI problems.”
Spell and grammar check
Automatically corrects typos, grammar issues, and punctuation.
Custom prompt
Lets you provide your own instruction for AI, such as “turn this into bullet points” or “make it sound like customer-facing content.”
Meeting Minutes
Projetly generated MoM or Meeting Minutes. Click on the 'Send MoM to all' to initiate email generation. Projetly creates an email draft of the meeting minutes and adds the the attendees as recepients. However, you can make changes to the draft or recepients. Hit 'Send' to share the minutes.
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