Capture the discussion
Import meeting audio or paste a speaker-labelled transcript. The local speech engine adds timestamps to imported audio.
Product / Meetings
Give your client your full attention.
Import a client call or paste a transcript into your advisor workspace. Edit the meeting note with the original words beside it.
Jordan MorganMy priority is to finish work at sixty-two.
Alex RiveraI will prepare a side-by-side comparison of those two retirement dates.
Review the evidence
Read the transcript beside the extracted notes. Correct names, amounts and dates before you share anything.
Prepare the follow-up
Review the action list, then export a note or copy a follow-up draft.
Advisor workspace · Morgan retirement review sample
The important part comes after “sixty-two.”
When advisor Alex Rivera checks the meeting note, the first half of Jordan’s statement sounds like a decision. Alex opens the passage at 00:12 in Atomiq and reads the question that follows. The note needs to capture both possibilities.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
A note for the next review
Keep the question, the promise and the missing document together so the next person opening the meeting knows where to begin.
Read the transcript review guide
- What Jordan asked
- Compare leaving work at 62 with staying another year.
- What Alex promised
- Prepare the two scenarios side by side.
- What comes first
- Jordan will send the latest pension statement on Friday.