Your personal administration workspace
Meeting notes, AI transcription and editable minutes
Bring the agenda, notes, transcript and follow-up work into a practical meeting workflow. Capture authorized, non-confidential operational discussions, review the text and prepare minutes you can edit before sharing.
Start with your meeting context
Create a meeting and keep an agenda, attendee labels and a Teams or Zoom link together. Use the link to open the meeting in its own service. Import a transcript you are permitted to use in VTT, SRT, TXT or DOCX format.
Turn authorized audio into text
Record audio in the app or upload a supported audio file up to 25 MB. Preview it, confirm that you have permission and request AI transcription. Review names, numbers and wording against the recording before saving or reusing the result.
Draft minutes and follow-up actions
Use reviewed notes or transcript text to draft meeting minutes. Edit the discussion summary, decisions and actions, check responsibility and due dates, then save and export the finished document. AI output stays a draft until you have reviewed it.
A simple workflow
- Prepare the agenda and obtain recording permission.
- Import text or transcribe authorized audio, then review it.
- Draft minutes, check action items and export the approved version.
What to know before you start
This is not a bot that joins Teams or Zoom, and transcription runs after recording rather than live. AI features require credits. Do not include patient or resident information or confidential incident or complaint discussions.
Step-by-step guides
Use Teams and Zoom meeting links →
Join external meetings and bring authorized material back into your workspace.
Record, upload and review a transcript →
From microphone or audio file to an editable transcript.
Draft minutes and track follow-up actions →
Create minutes manually or start with an AI draft from a transcript.
Explore more tools
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Projects & tasks →
Organize administrative projects, task priorities, deadlines and follow-up actions in a personal workspace with Clinical Assistant.
Documents & spreadsheets →
Write notes, format documents, build spreadsheet charts and organize saved work. Export Word, PDF, Excel and CSV files with Clinical Assistant.
Start with the core tools for free
Choose a paid plan when you need monthly AI credits.