Generate a Conversation Summary
Check-Ins Conversation Summary helps managers and employees capture the outcomes of Performance and Touchpoints check-ins to upload a meeting transcript or media file and convert it to a conversation summary to revisit later.
This helps participants to focus on the conversation instead of taking detailed notes.
You use the Conversation Summary tab on the Check-Ins page to upload a meeting transcript or media file. You can upload a file up to 25 MB. The supported formats are:
| Content type | Supported formats |
|---|---|
| Text and transcript files | .txt, .csv, .srt, .vtt, .json |
| Audio recordings | .m4a, .wav |
| Video recordings | .mp4 |
The Check-In Transcript Assistant analyzes the file to create a structured, professional conversation summary. The file type is validated during upload. After uploading the file, you need not remain on the page. You will receive an email notification on completion. If the uploaded attachment cannot be read or does not contain usable parsed text, the conversation summary is not generated and you receive an email notification intimating the same.
After successful processing of the uploaded file, the assistant organizes its response into two independent sections:
- Summary: Work-related discussion topics, such as goals, progress, blockers, feedback, decisions, coaching, and development themes.
- Action Items: Commitments, next steps, follow-ups, and next steps.
If you're a manager, use the sections to prepare for follow-up, coaching, or development conversations.
If you're an employee, use the sections to track commitments and prepare for your next conversation with your manager.
The assistant is designed to exclude personal discussions, such as health, family, or medication topics, and personally identifiable information. Keep uploaded material focused on the work-related check-in and follow your organization’s data-handling policies.