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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

Meeting typeUseWatch for
In-personRoom discussion near your device.Place the microphone near speakers and reduce background noise.
VirtualRemote call audio when supported.Enable shared audio when prompted by your browser or operating system.
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: 
Review this CoMeeting. Create a table with decisions, action items, owners, due dates, risks, unresolved questions, and source transcript references where available.

Turn this SME interview into a CoDraft summary. Separate observed facts, SME opinion, assumptions, and follow-up evidence needed.

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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: 
Find meetings where we discussed release assay readiness. Summarize unresolved questions and link each question to the meeting it came from.

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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

Follow-up needMove to
Formal summary, investigation narrative, or interview memoCoDraft
Action item tracker or issue logCoSheet
Project context with source filesWorkspace
Repeatable meeting-to-deliverable processOrchestrate
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.