Meeting Notes Summary agent

  • Updated

Meeting Notes Summary is an Optimizely Opal agent that turns meeting notes or a transcript into a one-page summary with key decisions, action items by owner, and a parking lot.

  • Challenge – Manually writing meeting notes takes time and often produces incomplete or inconsistent records.
  • Agent outcome – The agent produces a one-page summary with key decisions, action items by named owner, and a parking lot for open questions.
  • Value – Teams get a ready-to-share meeting record without manual write-up work and stay aligned on outcomes and next steps.

Required Optimizely products

None.

Install agent

Opal Administrators, Agent Builders, and Opal Users with the Add, edit, and install specialized agents  attribute for a custom role can add agents to their organization's Optimizely Opal instance. See Add users and set permissions.

Install the agent from the Opal Agent Directory.

  1. Go to Agents > Agent Directory.
  2. Select Meeting Notes Summary.

  3. Click Install Agent to add it to your Opal instance.

    Screenshot of the Agent Directory with the Meeting Notes Summary agent with the Install Agent highlighted.

Use the agent

In Opal Chat, enter @meeting_notes_summary and provide the following details:

  • (Optional) Meeting title or Info – Enter the meeting name or identifying information.
  • (Optional) Notes or transcript – Upload a transcript or meeting notes file.

Provide at least a meeting title or a notes file so the agent can produce the summary. The agent also searches calendar meetings by keyword when no file is attached.

The agent delivers a markdown summary in a canvas structured with attendees, a topic-by-topic summary, an action items table with owners, and a parking lot for open questions.

To use the Meeting Notes Summary agent in a workflow agent, drag it into your workflow. See Create a workflow agent.

Details

These are the default details for the Meeting Notes Summary agent. After you install the agent in your Opal instance, customize these details for your organization's needs. See Manage agents for instructions.

Input variables

The Meeting Notes Summary agent takes the following input:

  • (Optional) Meeting title or Info
  • (Optional) Notes or transcript

Tools

The Meeting Notes Summary agent uses the following tools internally to process your request:

  • create_canvas
  • edit_canvas
  • outlook_calendar_list_meetings
  • teams_transcripts_get_content
  • teams_transcripts_list

The Meeting Notes Summary agent uses optional external tools from Microsoft. See Microsoft 365 connector tools for information.

Additional details

The agent uses the following default configuration:

  • Inference level – Balanced. Provides reliable answers with additional reasoning.
  • Files – None.
  • Output – Text.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.