Charli AI Meetings

Charli AI Meetings applies AI to text transcripts, generating shareable meeting summaries with a high level of accuracy. Simply upload, email, or connect your calendar to and Charli will generate the summary and action items in a digestible report. Extract details from topics of your choice otherwise Charli will surface key topics from the transcript.

Connect your necessary integrations by clicking your initial in the top right corner. There are several ways to generate the report, here are the steps to take:

AI Meetings calendar integration

Required Integrations

• Docmosis reporting
• Preferred cloud storage
• MS Teams Video OR Webex Video Conferencing
• Google Calendar OR Outlook Calendar

1. Navigate to the Meetings tab

2. Click Layout and Select the calendar icon

3. Click on a recorded meeting on your calendar

*Note: For security reasons, only a meeting owner can successfully process the meeting.

4. Confirm the meeting contains a transcript to process

5. Enter the meeting name and include recipient emails. Separate each email with a comma (ex: devin@charli.ai, haley@charli.ai)

6. Optional: Include highlight topics with specific agenda items to surface in the report (ex: product priorities, product roadmap, risks and challenges)

Note: If you leave this section blank, Charli will surface highlights automatically. 

Drag & Drop method

Required Integrations

• Docmosis Reporting
• Preferred cloud storage

1. Navigate to the Meetings tab

2. Drag and drop OR Click +New Resource to add .vtt or .txt. file

3. Enter the Meeting Name

4. Leave highlights blank and Charli will surface patterns from the transcript OR enter topics and Charli will extract the relevant information

Email a Webex transcript to Charli 

1. Click Forward. Use the following command in the email body:

/prepare_meeting_report >topic topic1 >topic topic2 >topic topic3 >email_address your email address

Replace the bold portion of the command with your desired topics.

2. Send email to charli@mail.charli.ai