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. |
