AI Tasks, Export & AI Email Writer

AI Tasks, Export & AI Email Writer

How to use AI Tasks and AI Email Writer

Overview

Versational AI Email writer is an efficient way to compose follow-up emails based on assigned action items and issues:

  1. Identifies action items and issues (takeaways) with full speaker context
  2. Summarizes each issue and action by speaker
  3. Speaker context for each take away is highlighted in the transcript
  4. Assigns action items to team members with due dates
  5. Generates an email automatically by selecting an issue or task
  6. Optimizes your follow-up email with AI for personalization in seconds
  7. Exports tasks in CSV format for popular project or work collaboration tools, including Jira format.
  8. Allows user to hover over action items or issues to find the transcript location and speaker
Benefits
  1. Saves time, expedites follow-up, aligns team members quickly
  2. Identifies your task follow-up in short sentences with >84% accuracy
  3. Reduces misunderstanding and back-and-forth follow-up
  4. Easily finds the full speaker context for each action item and issue (who said what, why it was said, etc.)
  5. Composes or exports meeting action items as tasks to relevant stakeholders instantly.



Select Action Items for Task Assignment

  1. Go to the Gems Tab and click on the Action Items 
  2. To select all Action Items, click on the box next to 'Confirmed'
  3. To select individual Action Item, click on the box next to the Action Item



4. You can view the full context for the Action Item on the right hand side
    To move to the action item location,  click on the action item. 



5. To edit an Action Item, click on it. A window will appear which is editable
6. You can also pin the action item to your Playlist to highlight an important moment




7. Selected Action Items appear in the Highlights Tab for further action (export, AI email writer)



Turn Action Items into Tasks

Assign Action Items to Assignees (team members, guests, others)

  1. To select Assignees for Action Items, pull down the pick list of team members 
  2.  Then select due date for Action Item



3. If the Assignee is not a Versational user or not in your Attendee Directory, click on the '+' sign.  Then enter name and email address.



Export Tasks

Once you assign action items to individuals with or without due dates, they become tasks. 
  1. Select the task for export 
  2. Click on Quick Actions and the 'Export' menu option
  3. Send tasks in CSV format for popular project tools (i.e., Jira, Asana, SmartSheet, Notion and more)



4. If the task is already completed, click on the tick mark shown below



Email Tasks 

  1. Click on Quick Actions and the 'Send Email' menu option
  2. Send email to all or specific assignees 


Optimize your email with Generative AI

When the email template appears, you can edit the content before optimizing. Then click on the 'Optimize with AI' button below.



Side-by-Side Comparison of Original email vs. Optimized

You can do a side-by-side comparison of the original email with the optimized email. The optimized email includes the recording URL and summary of the meeting for each recipient. If guests are included in the email, a guest view of the recording results is shown. Team members (Versational users) can view full results.


Send your Optimized email

Once the email is optimized, click on the 'Accept' button below.




Then send your email to the assigned people in just one click.




The is how your email appears (outlook example, gmail available).


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