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AutomationTranscript → summary and actions

Summarising a transcript with actions with AI

Mail a transcript of a conversation or a meeting; you get a summary with the decisions and the actions back.

Transcript → summary and actions is ready-made automation in Altramano for knowledge and research: mail a transcript of a conversation or a meeting; you get a summary with the decisions and the actions back.

It works with Microsoft Outlook.

Ready-made automation · department Knowledge and research

What it does

Send the transcript (as text or an attachment) to the folder you choose. This automation makes a summary, the decisions and the action points (who, what, when) and mails them back.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does summarising a transcript with actions work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Send the transcript (as text or an attachment) to the folder you choose. This automation makes a summary, the decisions and the action points (who, what, when) and mails them back.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For knowledge and research: answers from your own manuals, contracts and procedures, citing their source. Those hours go into judging the answer, instead of into looking it up in ten documents.

This department comes into play in accountancy and bookkeeping firms and legal and notaries.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Transcript → summary and actions?

Microsoft Outlook and a Altramano environment.

Which department is Transcript → summary and actions for?

Knowledge and research, in industries such as accountancy and bookkeeping firms and legal and notaries.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for knowledge and research

SjabloonSoortWhat it does
Invitations for events and webinarsautomationInvitations in your mailbox are collected in a table with the date, the subject and a recommendation: go or not.
Question sharpenerAI agentAn assistant that sharpens your research question or brief before you start.
Sources from mail → tableautomationForward interesting articles and links to a folder; they arrive summarised in your Sources table.
All 8 templates for knowledge and research

Templates are updated in your Altramano environment.

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