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Automation & advanced actions

Advanced actions

This guide outlines the advanced management features available in Upmeet to help users organize, translate, export, and maintain their meeting data.


🛠️ Core Management Actions

Most advanced actions are accessible by opening a meeting and clicking the three dots (⋮) menu at the top right.

1. Media Export

  • Audio Download: Retrieves the raw audio in MP3 format.
    • Note: This is the raw file and does not include subsequent edits to the transcription or report.
  • Video Download: Allows users to download the original video file for meetings originating from video calls or imports.

2. Organization & Categorization

  • Tags: Users can create colored labels to categorize meetings by project or theme.
    • Action: Click "Add a tag" > Search/Create name > Select color > Validate.
    • Benefit: Enables efficient filtering and structured history management.

3. Translation

  • Scope: Automatically translates both the summary and the transcription.
  • Action: Select "Translation" from the three-dot menu and choose the target language.

4. Feedback & Quality Control

  • Purpose: Direct feedback helps the Upmeet team improve summary quality and transcription accuracy.
  • Action: Use the 👍 or 👎 buttons (found via the three-dot menu) and optionally include a comment before sending.

5. Deletion

  • Warning: > ⚠️ This action is irreversible.

  • Action: Select "Delete the meeting" from the three-dot menu and confirm. This permanently removes the meeting from the dashboard.


📋 Additional Utilities

Beyond the primary menu, Upmeet provides several productivity shortcuts:

  • Copy Summary: Instantly copies the meeting summary to the clipboard for use in emails, documents, or chat platforms.
  • Copy Meeting: Generates a full duplicate of the meeting within your workspace.
  • Filtering: Use tags to sort and locate specific meetings within your history.

💡 Quick Reference Table

Feature Location Primary Use Case
Download Audio/Video Three dots (⋮) Offline access, archiving, sharing.
Add Tag Meeting view Categorization and filtering.
Translate Three dots (⋮) Cross-language collaboration.
Feedback Three dots (⋮) Improving platform performance.
Delete Three dots (⋮) Cleaning up history/duplicates.
Copy Summary Meeting view Quick sharing to external apps.