Workspace

Meetings

Meetings is where project meetings become structured minutes. You record a meeting, or run a live checklist with no recording, and the AI transcribes the audio and extracts action items, decisions and risks, each anchored to the exact audio moment it was said so you can play it back.

By Trueleveler Editorial

What does the Meetings view show?

Meetings is the upstream surface where unstructured talk becomes structured commitments. Every project meeting — OAC, sub coord, owner check-in, site walk, safety stand-down, precon handover — is recorded, transcribed, and split into Action Items, Decisions, and Risks. Every extracted item is anchored to its [start, end] audio timestamp so you can play the exact moment it was said.

What are the two ways to run a meeting?

Record & transcribe (below) captures the audio and extracts minutes afterward — best when you want a verbatim record. Live checklist is the opposite: no recording, no transcript. It's an agenda-first mode for a meeting you're running off the live tracker data itself — pull up New live checklist, pick a title and type, and the screen opens with a card per enabled topic (RFI Tracker, Punch List, Submittals, Schedule, Project Budget, Safety), each pre-populated with that topic's current open items. Type a structured note against any item — note text, an optional deadline, an optional assignee — right there during the meeting, plus a General Notes card for anything that doesn't tie to a tracker. A Carried Over panel at the top pulls forward any unresolved, deadlined note from earlier meetings in the same project + meeting-type series, so a commitment from last week's OAC doesn't quietly disappear. Use this when the meeting IS the tracker review — walking RFIs, punch items, or budget status live — rather than a discussion you want a transcript of.

The three screens

List: every meeting in the project with type, status, attendees, and counts (N actions · M decisions · K risks). Filter strip + search across transcripts. Live recording: pulsing red bar, live waveform, optional markdown notes pane where you type what's important during the meeting. Finalized minutes: read-only doc with Action Items / Decisions / Risks / Carryover sections, each item shows a ▶ MM:SS chip that plays back the verbatim moment.

Every control

● Start recording

Begins live capture. Recording bar on top, audio waveform, your own markdown notes on the side. AI uses both signals at extraction.

↑ Import audio

Drop an .m4a / .mp3 / .wav from any recorder.

Type pill

OAC / Sub Coord / Owner / Site Walk / Safety / Precon. Drives default visibility (OAC + Owner default to team_plus_owner).

▶ MM:SS anchor chip

Click any audio anchor on a finalized item to play that exact moment.

+ Task

Promote an action item to the Tasks tracker. Bidirectional link stored both ways.

Carryover panel

Unresolved action items from prior meetings in the same series surface automatically on the next meeting's minutes.

↓ TXT / MD

Download the transcript + extracted items as plain text or markdown.

Finalize

Locks the meeting and triggers downstream wiring (Tasks creation, RFI resolution, Pulse indexing).

How does extraction work?

Audio runs through diarization and ASR (Gemini 2.5 Flash) to produce a time-stamped transcript with speaker labels. Then a second LLM pass extracts action items, decisions, and risks — using both the transcript and your operator notes. Items flagged in your notes get a confidence boost. Every output carries an anchor (start_sec, end_sec, verbatim quote) so the citation contract holds end-to-end.