> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CoMeeting

> Capture meetings, review transcripts, create notes, search discussion history, and use meeting context in Sofie.

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](/comeetings/capture-review-search).

## 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.

<img src="https://mintcdn.com/transfertechnologiesinc/8EGfRVTV4kjGVPlt/images/sofie/onboarding/comeetings.png?fit=max&auto=format&n=8EGfRVTV4kjGVPlt&q=85&s=8d2b62d13c4096d153bb5232d766d6af" alt="Sofie onboarding screen introducing CoMeeting for meeting capture" width="1216" height="1210" data-path="images/sofie/onboarding/comeetings.png" />

## Start a CoMeeting

<Steps>
  <Step title="Click Start CoMeeting">
    Use **Start CoMeeting** from the home shortcuts or open **CoMeetings** from the sidebar.
  </Step>

  <Step title="Choose the capture mode">
    Use in-person capture for discussion near your device. Use virtual capture when your organization supports remote-call audio capture.
  </Step>

  <Step title="Check audio">
    Confirm the right microphone or shared audio source is available before the discussion starts.
  </Step>

  <Step title="Capture the meeting">
    Start transcription. Pause or resume if needed.
  </Step>

  <Step title="Review the result">
    Review transcript, notes, summary, and action items before sharing.
  </Step>
</Steps>

<Warning>
  Follow your organization's rules for recording, consent, and meeting capture. Tell participants when a meeting is being captured.
</Warning>

## In-person versus virtual capture

| Meeting type | Use                               | Watch for                                                              |
| ------------ | --------------------------------- | ---------------------------------------------------------------------- |
| In-person    | Room discussion near your device. | Place the microphone near speakers and reduce background noise.        |
| Virtual      | Remote 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.

## 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:

```text theme={null}
Review this CoMeeting. Create a table with decisions, action items, owners, due dates, risks, unresolved questions, and source transcript references where available.
```

```text theme={null}
Turn this SME interview into a CoDraft summary. Separate observed facts, SME opinion, assumptions, and follow-up evidence needed.
```

## 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:

```text theme={null}
Find meetings where we discussed release assay readiness. Summarize unresolved questions and link each question to the meeting it came from.
```

## 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.

<Tip>
  If a meeting belongs to a project, associate it with the relevant Workspace. That keeps the transcript, files, chats, and follow-up artifacts together.
</Tip>

## 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.

## Convert a meeting into follow-up work

| Follow-up need                                             | Move to     |
| ---------------------------------------------------------- | ----------- |
| Formal summary, investigation narrative, or interview memo | CoDraft     |
| Action item tracker or issue log                           | CoSheet     |
| Project context with source files                          | Workspace   |
| Repeatable meeting-to-deliverable process                  | Orchestrate |

<Accordion title="What should I ask Sofie after a meeting?">
  Ask for decisions, action items, owners, due dates, unresolved questions, risks, source gaps, and recommended next documents to review.
</Accordion>

## Detailed CoMeeting guide

Use [Capture, review, and use a CoMeeting](/comeetings/capture-review-search) 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.