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CoMeeting captures discussion so you can review transcripts, notes, summaries, decisions, and follow-up work after the meeting. For detailed capture and follow-up instructions, see Capture, review, and use a CoMeeting.

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When to use CoMeeting

Use CoMeeting for:
  • Tech transfer working sessions.
  • Deviation investigation interviews.
  • CAPA review meetings.
  • Validation planning discussions.
  • Vendor or CDMO project calls.
  • SME interviews.
  • Process mapping workshops.
  • Recurring quality or operations follow-ups.
Use CoMeeting when the discussion itself becomes a source. Sofie onboarding screen introducing CoMeeting for meeting capture

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Start a CoMeeting

1

Click Start CoMeeting

Use Start CoMeeting from the home shortcuts or open CoMeetings from the sidebar.
2

Choose the capture mode

Use in-person capture for discussion near your device. Use virtual capture when your organization supports remote-call audio capture.
3

Check audio

Confirm the right microphone or shared audio source is available before the discussion starts.
4

Capture the meeting

Start transcription. Pause or resume if needed.
5

Review the result

Review transcript, notes, summary, and action items before sharing.
Follow your organization’s rules for recording, consent, and meeting capture. Tell participants when a meeting is being captured.

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In-person versus virtual capture

If virtual capture does not hear the call, check whether the share dialog included audio.

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Review a CoMeeting

After capture, review the meeting page. Use:
  • Transcript for exact context.
  • Notes for human-written or refined notes.
  • Summary for main decisions and themes.
  • Shared access details to confirm who can see the meeting.
Useful review questions:

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Search meetings

CoMeeting search can help you find discussion by title, notes, summary, or transcript content. Search for:
  • Product, process, or equipment names.
  • Batch, lot, campaign, or project identifiers.
  • Owner names.
  • Decisions and open questions.
  • Phrases such as release assay, sampling rationale, root cause, or acceptance criteria.
Example:

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Use meeting context in chat

Add a CoMeeting as chat context when the transcript or notes should guide Sofie’s answer. Use meeting context to:
  • Draft action items.
  • Create an SME interview summary.
  • Compare meeting decisions with a protocol or CoDraft.
  • Find inconsistencies between meeting notes and source files.
  • Generate a follow-up email or meeting brief.
If a meeting belongs to a project, associate it with the relevant Workspace. That keeps the transcript, files, chats, and follow-up artifacts together.

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Share meetings

Share meetings only with people who need the transcript, notes, or summary. Before sharing:
  • Review the transcript for sensitive content.
  • Confirm the meeting belongs in the selected Workspace.
  • Add clarifying notes if a summary could be misunderstood.
  • Remove or correct obvious transcription errors that affect meaning.

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Convert a meeting into follow-up work

Ask for decisions, action items, owners, due dates, unresolved questions, risks, source gaps, and recommended next documents to review.

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Detailed CoMeeting guide

Use Capture, review, and use a CoMeeting for step-by-step instructions on in-person and virtual capture, transcript review, meeting search, sharing, and turning discussion into CoDraft, CoSheet, Workspace, or Orchestrate follow-up work.