Meeting Summary Assistant
NEW FEATURE
Bulldog Connect introduces a Meeting Summary Assistant. The AI-powered Meeting Summary Assistant allows the user to transcribe and summarize audio from a meeting, summarize attachments, or summarize text to put in your Appointment Summary Report or Notes.
Important. No audio is recorded or stored by Bulldog Connect or our third-party transcription service. The Meeting Summary Assistant uses live transcription, which generates a transcript that is temporarily available in the Appointment Summary Report. Bulldog Connect also does not store your transcription after the Appointment Summary Report is saved or closed, and neither does our third-party transcription service.
Using Meeting Summary Assistant
Meeting Summary Assistant will appear at the top of the Appointment Summary and Note text fields.
In an Appointment Summary Report:
In a Note:
There are three ways to add content to the Meeting Summary Assistant:
audio transcription and
summarization, attachment summaries, or
text summary.
The user selects one to start creating a summary for the appointment, and the content is updated in the summary text box field on the Appointment Summary Report or Note. The user can use more than one option, which is added to the existing summary. For example, the staff member can create an audio transcript, upload a document, and add the summary to the transcript. Staff can edit the summary before saving the Note/Appointment Summary.
Transcribing Live Audio
To transcribe live audio, users select Start Transcription from the available options.
In an Appointment Summary:
In a Note:
Once the Transcribe & Summarize Audio option is selected, the user must provide consent to record before proceeding by reading the warning and selecting Yes.
The live audio transcription then begins. This transcript can be paused and restarted during the conversation. Note that the staff user will also see the transcript "live" as the conversation occurs. If multiple individuals are in the meeting, it's recommended that speakers identify themselves at the start of the conversation for optimal live transcription. Transcription is also supported for a single speaker, for example, if a staff member would like to dictate appointment notes following an interaction.
After the conversation ends, transcription stops. If desired, the transcript can be deleted before summarization, both when paused and once finished.
The staff user can select one of four Summary Styles (or a custom style) and select Summarize. Users can also add notes or context that may not have been discussed in the live transcriptions, which will be included in the summarization.
Live transcription has a maximum of 90 minutes. If you reach the end of 90 minutes, summarize the transcription, remove the file, and resume a second live transcription on the report.
Important. The appointment summary cannot be closed, minimized, or saved until the audio transcription is stopped.
Summarizing Text
In the next example, we show summarizing text. Users might use this to paste in notes taken separately.
There are four Summary Style options, plus Custom Summarization. Custom Summarization Instructions allow staff users to create their own summary style and apply it to text, transcripts, or uploaded content.
Summarizing Attachments
Users can also upload attachments to generate an automatic summary, as shown in the example below. This can help extract information from an attachment to add to the Appointment Summary Report notes, or can process an uploaded transcript file from a virtual meeting platform like Zoom.
Note. Supported file types are txt, docx, pdf, md with a max size of 1.0 MB.
If a staff member uses more than one of Meeting Summary Assistant's options, e.g., transcribing audio and then uploading a document, these will both be added to the summary. The document summary will not overwrite the summarized transcript and vice versa.
Staff users can review and edit the output of Meeting Summary Assistant before saving and filing the Appointment Summary report or Note as they would before. It is recommended that staff always review the summary text created before saving.