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Chapter 6 · Meetings & captures

A meeting becomes a governed summary on the file. The transcript stays out of the way.

Advisors spend their days in meetings with applicants. Captures exist so that what was agreed in those meetings reaches the file without anyone retyping it, and so that it arrives as a summary somebody has stood behind, not as a transcript nobody read.

If you are deciding

Meeting outcomes are on the record with a named owner, which is what an auditor asks for when a decision is questioned.

If you use it daily

The summary is drafted for you and bound to the right organization and engagement. You settle what it assumed and attach it.

If you are doing diligence

Transcripts arrive from a third-party capture provider. They are kept as evidence, collapsed by default, and are not the artefact.

From transcript to bound context

What happens after a meeting

  1. 1

    The transcript arrives

    From your capture provider, after the meeting ends.

  2. 2

    It is bound

    To the organization, contact and engagement the meeting concerned.

  3. 3

    A summary is drafted

    Through the AI gateway, with a manifest and extracted assumptions.

  4. 4

    A person owns it

    Each assumption accepted or corrected by name. Then it can be attached to the file.

/meetings
Capture list, one summary still pending
FIG. 11 Recent captures. One is still waiting for its text and carries no summary, which is where a capture sits until somebody asks for one. “Nobody has asked yet” is a legitimate state.

Why the transcript is collapsed

On the review screen, the transcript sits collapsed at the bottom, beneath the summary. That is deliberate. A transcript is third-party speech: what an applicant said, word for word, in a conversation they may not have expected to be kept. It is evidence, not the artefact the agency produces. Opening it should take an act of will, and the summary, not the transcript, is what goes on the file.

What this does not do

  • StreamBuild does not record meetings. Transcripts come from a separate capture provider, which processes the audio under its own terms.
  • A summary cannot be attached to a file until every assumption on it has an owner.
  • Transcripts are not edited. Corrections are made to the summary.