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AI Summaries

Once a meeting transcription is processed, you can use AI to extract structured insights from the conversation. Copera provides AI-powered actions that analyze the transcript and produce summaries, key points, action items, and more -- so you do not have to read through the entire transcript to know what was discussed.

AI actions in the transcript viewer​

When you open a transcript in the session viewer, the left column shows an AI actions area below the speakers panel. This is where AI-generated content appears. Each action is displayed as a collapsible card with a status indicator:

StatusMeaning
PendingThe action has been created but not yet processed.
ProcessingThe AI is currently analyzing the transcript.
CompletedThe result is ready to view.
PartialThe action finished, but only part of the requested work could be completed.
SkippedThe action did not run because the workspace was out of AI credits.
FailedSomething went wrong during processing.

Creating an AI action​

Channel admins can create AI actions by clicking the + AI action button below the existing actions. A dialog appears where you can:

  1. Set a title -- give the action a descriptive name (e.g., "Meeting Summary", "Action Items", "Key Decisions").
  2. Write a prompt -- describe what you want the AI to extract from the transcript. You can be as specific or as broad as you like.
  3. Configure email delivery (optional) -- choose to send the result by email to specific workspace members, teams, or external email addresses once processing completes.

After creation, the action is queued for processing and the result appears in the transcript viewer once ready.

Working with AI results​

Once an AI action completes, its card shows the generated content. From there you can:

  • View the result -- expand the action card to read the generated content directly in the transcript viewer.
  • Copy to clipboard -- click the copy button to paste the result into a document, message, or external tool.
  • Edit the action -- admins can modify the title, prompt, or email settings.
  • Re-run the action -- admins can run an action again to refresh its result (useful after speakers are corrected or when you tweak the prompt).
  • Delete the action -- remove an action entirely if it is no longer needed.

Advanced actions that create more than text​

Some AI actions do more than return a summary on the card. An advanced action can also create artifacts from what it found in the meeting and show them alongside the result, such as:

  • Tasks added to a board or table (for example, every action item with its owner).
  • A document drafted from the discussion.
  • A channel message posted to keep a team updated.
  • An email draft prepared for you to review and send.

When an action creates artifacts, links to them appear on the result card so you can open the new task, document, or message in one click.

tip

Use a plain summary action for "what was discussed", and an advanced action when you want the meeting to actually do something — turn decisions into tasks, or post a recap to a channel automatically.

Meeting-bot AI actions​

If your team uses the Copera meeting bot to capture meetings, the bot can run AI actions across your transcriptions rather than one at a time. This is how you set up a standing action — for example, "extract action items and post them to the project channel" — so that it runs on the meetings it records without anyone opening each transcript manually. The results appear in the transcript viewer just like actions you create by hand.

AI chat with your transcript​

At the bottom of the transcript viewer, there is an AI chat input where you can ask free-form questions about the transcript content. This works like a conversation with the AI assistant -- type a question such as "What were the main decisions made?" or "What did John say about the budget?" and receive an answer based on the transcript text. Anyone who has access to the transcript can use AI chat on it; you do not need to be an admin.

Who can create and see AI actions​

AI actions follow the transcript's own access rules:

  • Only channel admins can create, edit, re-run, and delete AI actions on a transcript.
  • Anyone with access to the transcript can read its AI action results and use AI chat. Access is session-based — only people who were present while the recording was active, or who the transcript was explicitly shared with afterward, can open it. Admins can view all of a channel's transcriptions and share them later. See Transcription Access Control for the full rules.
  • Email delivery can reach beyond Copera. If an action is configured with email delivery, the result is sent to the recipients you chose once processing completes — even if those recipients do not have direct access to the transcript in Copera. Keep this in mind for transcripts with sensitive content.

Tips for effective AI actions​

  • Be specific in your prompts -- "List all action items with owners and deadlines" produces more useful output than "Summarize the meeting."
  • Create multiple actions -- use separate actions for different purposes (summary, action items, decisions) rather than one catch-all prompt.
  • Use email delivery -- set up automatic email delivery for recurring meeting types so stakeholders receive summaries without having to log in.

How AI actions are billed​

AI work on transcripts — every + AI action you create, advanced actions that build tasks or documents, meeting-bot actions, and the AI chat input — draws from your workspace's pooled AI credits, the same shared pool every AI capability in Copera uses. There is no per-summary fee and no gate to unlock. More complex prompts and longer transcripts use more credits, so keep prompts focused for efficiency. If the workspace runs out of credits, an action shows the Skipped status until more credits are available.