Start with the speakers
Identify who is speaking before attaching a commitment to a person. Audio imports give you timestamped text. Add names after listening to the original recording.
Field guide
How to review a transcript
A practical editing pass for an advisor and a client service associate.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
Listen for the distinction between a possibility and a decision.Verify the details that change the meaning
Check ages, amounts, percentages, dates and negations. “I may retire at sixty-two” and “I will retire at sixty-two” deserve different notes. Preserve the distinction.
Read the action back
Write one sentence that names the owner, the deliverable and any agreed timing. If one is missing, mark it as a question for the next conversation.
Catch the decision that hasn’t been made.
Listen for the question at the end of Jordan’s first turn. A note that omits it changes what Alex is expected to do.
00:12 · Jordan Morgan“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
First pass
Jordan will retire at age 62.
Reviewed note
Jordan wants to compare retiring at 62 with working one more year. Alex will prepare both scenarios.
Source check · Alex accepts the action at 00:26.