Prerequisites

• SoftExpert Suite environment hosted in the cloud.
• SoftExpert Meeting as part of the solutions acquired by the organization.
• SoftExpert Configuration as part of the solutions acquired by the organization.
• Access to the Meeting (MM010) menu.
• Previously configured generative AI and NLP API.
• ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
• Calendar synchronization with Microsoft Office 365 enabled and configured in the Configuration > Calendar synchronization (CM031) menu.

Introduction

In SoftExpert Meeting, a recorded meeting can be analyzed by Artificial Intelligence (AI) so that the minutes of the meeting are generated automatically.

The information discussed and recorded will be analyzed and summarized to generate a meeting minutes document.

This article will demonstrate how AI operates in SoftExpert Meeting.

Generate meeting minutes with AI

1. Access the Meeting (MM010) menu.

2. Locate the meeting and right-click on it.

3. Select the View meeting data option.

4. In the meeting data, click on the Analyze with AI button.

5. In the chat with the AI, click on the Generate meeting minutes suggestion and then click on the Send button.

6. Wait for the AI to analyze the meeting and draw up the minutes.

7. Once the minutes are generated, the information will be available in the right panel of the screen.

8. View what was analyzed and summarized by the AI, such as the general data of the meeting, the participants, the subjects, the decisions made, the points of attention, and the actions.

9. On the top bar of the right panel, click on the Save button to save the generated minutes. This way, the minutes will be saved as an artifact and can be accessed through the Saved artifacts button.

10. Still on the top bar of the right panel, click on the Export button and select whether the minutes will be exported to PDF or PNG format.

Conclusion

This way, the information discussed in the meeting is analyzed and recorded by the AI, ensuring control, traceability, and formalization of what was discussed.