Define the questions your firm asks at intake or review. Atomiq finds the answers in the call and shows you the speaker’s words. You can see exactly what still needs a conversation.
Name the fields your team uses at intake or review. Add matching phrases from client conversations and save the template for future meetings.
Apply the transcript
Open Forms in the meeting desk, select your template and choose Apply transcript. Matching fields show a draft answer and the passage it came from.
Review and save
Check the source beside each draft. If a field needs input, confirm the detail with the client and enter it yourself. Save the form with the meeting.
Advisor workspace · Morgan retirement review sample
Alex checks Jordan’s answers.
The operations lead defines the fields the practice uses for retirement reviews. After meeting Jordan, Alex selects the template and applies the transcript. Jordan’s words support the priority and document request. Annual income needs a follow-up.
“I’ll send my latest pension statement on Friday.”
Jordan Morgan, client · 00:41
Ten-person meeting · Worked example
Which amount belongs to whom?
Ten people discuss the Chen family’s education plans. They want tuition 100% covered, and Maya and Noah each name a savings rate. Explore their speaker-labeled transcript and the form Alex reviews.
Draft answer100% covered for Ava and LeoPerson BMaya Chen
“Our tuition goal is 100% covered for Ava and Leo. My savings rate is 12% of my salary.”
Maya’s savings rate
Draft answer12% of my salaryPerson BMaya Chen
“Our tuition goal is 100% covered for Ava and Leo. My savings rate is 12% of my salary.”
Noah’s savings rate
Draft answer15% of my salaryPerson CNoah Chen
“My savings rate is 15% of my salary. That comes from my own account.”
Ava’s enrollment term
Draft answerfall 2027Person FAva Chen
“My enrollment term is fall 2027. I’m leaning toward a local college.”
Leo’s enrollment term
Draft answerfall 2029Person GLeo Chen
“My enrollment term is fall 2029. I’d like to visit campuses next summer.”
Graduation gift
Draft answer20% of Ava’s first-year feesPerson DEvelyn Park
“My graduation gift is 20% of Ava’s first-year fees. I’d like Ava to use it for books.”
Document to send
Draft answeraccount paperworkPerson EDaniel Park
“I can send the account paperwork once I get home.”
Tax records
Draft answerI have last year’s tax records.Person HPriya Shah
“I have last year’s tax records. I’ll bring the copies the family requested.”
Planning team follow-up
Draft answerI’ll put those two school timelines side by side for Alex.Person IIris Young
“I’ll put those two school timelines side by side for Alex.”
Follow-up date
Draft answerJune 12Person JSam Bell
“My follow-up date is June 12. I’ll check which documents have arrived by then.”
Savings rate
Needs advisor confirmation
Two people gave different savings rates. The advisor can clarify whose rate belongs here before saving.
12% of my salaryPerson BMaya Chen
“Our tuition goal is 100% covered for Ava and Leo. My savings rate is 12% of my salary.”
15% of my salaryPerson CNoah Chen
“My savings rate is 15% of my salary. That comes from my own account.”
Share of fees already saved
Missing detail
The family discussed goals, savings rates and gifts. No one said how much of the fees is already saved. The field stays blank for the advisor to follow up.
Speaker’s turn
Person AAlex Rivera
“Today we’re gathering the family’s plans for education savings. Let’s start with what each of you has in mind.”
This turn has no matching answer in the form.
Speaker’s turn
Person BMaya Chen
“Our tuition goal is 100% covered for Ava and Leo. My savings rate is 12% of my salary.”
This turn has no matching answer in the form.
Speaker’s turn
Person CNoah Chen
“My savings rate is 15% of my salary. That comes from my own account.”
This turn has no matching answer in the form.
Speaker’s turn
Person DEvelyn Park
“My graduation gift is 20% of Ava’s first-year fees. I’d like Ava to use it for books.”
This turn has no matching answer in the form.
Speaker’s turn
Person EDaniel Park
“I can send the account paperwork once I get home.”
This turn has no matching answer in the form.
Speaker’s turn
Person FAva Chen
“My enrollment term is fall 2027. I’m leaning toward a local college.”
This turn has no matching answer in the form.
Speaker’s turn
Person GLeo Chen
“My enrollment term is fall 2029. I’d like to visit campuses next summer.”
This turn has no matching answer in the form.
Speaker’s turn
Person HPriya Shah
“I have last year’s tax records. I’ll bring the copies the family requested.”
This turn has no matching answer in the form.
Speaker’s turn
Person IIris Young
“I’ll put those two school timelines side by side for Alex.”
This turn has no matching answer in the form.
Speaker’s turn
Person JSam Bell
“My follow-up date is June 12. I’ll check which documents have arrived by then.”
This turn has no matching answer in the form.
Read all 10 speakers’ turns
Person A · Alex Rivera
Today we’re gathering the family’s plans for education savings. Let’s start with what each of you has in mind.
Person B · Maya Chen
Our tuition goal is 100% covered for Ava and Leo. My savings rate is 12% of my salary.
Person C · Noah Chen
My savings rate is 15% of my salary. That comes from my own account.
Person D · Evelyn Park
My graduation gift is 20% of Ava’s first-year fees. I’d like Ava to use it for books.
Person E · Daniel Park
I can send the account paperwork once I get home.
Person F · Ava Chen
My enrollment term is fall 2027. I’m leaning toward a local college.
Person G · Leo Chen
My enrollment term is fall 2029. I’d like to visit campuses next summer.
Person H · Priya Shah
I have last year’s tax records. I’ll bring the copies the family requested.
Person I · Iris Young
I’ll put those two school timelines side by side for Alex.
Person J · Sam Bell
My follow-up date is June 12. I’ll check which documents have arrived by then.
