Meeting Assistant

How do I get live talking points during a meeting?

During an active recording, switch to the Assistant tab in the meeting window (or tap Control+Space). An AI briefing appears with talking points and action items based on the conversation so far. The content is driven by your prep notes and the Assistant Template in Settings > Meeting Recording.

How do I add prep notes before a meeting?

There are two ways:

From the menu bar panel — click “Prepare for Meeting…” to open the meeting window. Type attendees, agenda, or goals in the prep notes editor.
When starting a meeting — the meeting window opens with the same prep notes editor. Fill in your notes before (or after) clicking Start Recording.

For persistent reference material (product docs, knowledge base pages, CRM notes), add them as Reference Documents in Settings → Meeting Recording. These are automatically indexed and the most relevant sections are retrieved during each meeting based on what’s being discussed. See Customizing for Use Cases for details.

What are summary views?

A summary view controls how a finished meeting’s summary is rendered. By default the summary adapts its structure to each meeting (the Auto view). You can apply a fixed view from the summary’s “View” switcher after a meeting, or set a global default in Settings.

MimicScribe includes four built-in views:

View	What it produces
Simple	A single skimmable Summary, ordered by importance
Walkthrough	The meeting reconstructed in the order it happened, plus Open Questions
By Participant	One section per person — what each contributed — plus Open Questions
Decisions & Open Questions	A Summary, then Decisions, then Open Questions

Create your own in Settings > Meeting Recording > Summary Views — set a name, icon, and the summary guidance it should follow. See Customizing for Use Cases for details.

Can I update prep notes during a meeting?

Yes. Switch to the Prep tab in the meeting window to edit your notes at any time during the recording. Changes are applied immediately to the next assistant refresh.

Does the assistant refresh automatically?

Yes. Auto-refresh is a single on/off toggle in Settings > Meeting Recording (on by default). When it’s on, the assistant keeps itself current as the conversation moves — it watches for natural breaks (a completed sentence, a speaker handing off, a question aimed at you) and refreshes the briefing shortly after one, so an update lands at a pause instead of mid-thought. It paces itself so it isn’t refreshing on every word, and eases off automatically in long meetings to keep costs down.

You can always refresh on demand with the refresh button in the assistant panel. A keyboard shortcut for manual refresh is also available in Settings if you’d like to bind one (it has no default key).