After your meetings are recorded, Cassidy provides comprehensive tools to review transcripts, summaries, and key insights. This article will guide you through accessing and navigating your meeting content.
Navigate to Meetings: Click on "Meetings" in the left sidebar of your Cassidy workspace.
Search for meetings: From the "All Meetings," "Shared," or "Private" tabs, you can search and filter for specific meetings:
Search by keyword: Click the search bar or press "/" and enter the name of the meeting or participant name, then select from the results
Filter meetings: Click "Filter" and select your preferences:
Recording Status: Choose "All Meetings" or "Only Recorded Meetings"
Participants: Select specific participants by name
Open meeting details: Click on a meeting record to view its full details and content.
Review meeting overview: From the meeting details page, you'll see key information including:
Date
Participants
Duration
Option to rewatch the recording
View meeting summary: Click on the "Summary" tab to access:
Action Items
Overview
Discussion points
Navigate the transcript: Click on the "Transcript" tab to see detailed conversation content:
View participant names and their spoken content
Search through the transcript using the search bar
Click on any line to skip to that moment in the video
Click the "Sync to video" button next to the search bar to synchronize transcript navigation with video playback
Once you've reviewed your meeting content, you can use it in Chat conversations with Assistants, add it to Workflows for automation, or reference it across your Knowledge Base. For more information on leveraging meeting content, see the related articles in the Chat, Assistants, and Workflows collections.