Meeting Details

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View and manage your meetings with a tabbed interface -AI Summary, Transcript, and Preferences -plus search, share, and quick actions.

Last updated: March 25, 2026

TL;DR

The Meeting Details view is where you interact with a recorded meeting's content. It's organized into three tabs -AI Summary for generated summaries, Transcript for the full spoken text, and Preferences for templates and model settings. A persistent toolbar at the top provides Search, Share, Open Folder, and Preferences shortcuts. Click any meeting in the sidebar to open its details.

Meeting Details

Every meeting in Meetily -whether recorded live or imported from a file -gets its own details page. This is where you read the transcript, generate and edit summaries, export content, and configure how the AI processes this meeting.

Think of it like a document editor with tabs -each tab shows a different view of the same meeting, and the toolbar at the top gives you quick access to common actions regardless of which tab you're on.

Click any meeting in the sidebar to open its details page.


Quick Start

  1. Click a meeting in the sidebar to open it
  2. You land on the AI Summary tab by default
  3. If no summary exists, click Generate Summary in the action bar at the bottom
  4. Switch to the Transcript tab to see the full spoken text
  5. Use the top-right toolbar for Search, Share, Open Folder, or Preferences

The Three Tabs

AI Summary Tab

This tab shows the AI-generated summary of your meeting.

What you see:

  • Meeting heading -title and date at the top
  • Summary content -editable rich text powered by BlockNote
  • Action bar (bottom) -Generate, Regenerate, or copy the summary

What you can do:

  • Read the AI summary with formatted headings, tables, and bullet lists
  • Edit any part of the summary directly -click on text to start editing
  • Generate a new summary if none exists (uses your selected template and provider)
  • Regenerate the summary with different settings
  • Copy the summary to clipboard

The summary follows the structure of your currently selected Summary Template.

Transcript Tab

This tab shows the full transcript of what was said during the meeting.

What you see:

  • Meeting heading -title and date
  • Transcript segments -each segment shows a timestamp and the spoken text
  • Speaker names -when available, the speaker is attributed to each segment
  • Action bar (bottom) -Retranscribe or copy options

What you can do:

  • Read the full transcript with timestamps
  • Edit individual transcript segments by clicking on them
  • Search for specific text using the search panel
  • Retranscribe the audio with a different provider/model (see Retranscription)
  • Export the transcript in various formats

Preferences Tab

This tab contains meeting-specific settings organized into two sub-tabs:

Templates Sub-Tab:

  • Browse and select summary templates
  • Create, edit, duplicate, delete custom templates
  • Import and export templates
  • See Summary Templates for full details

Summary Model Sub-Tab:

  • Browse and select transcription/summary providers
  • Configure provider settings (API keys, endpoints, models)
  • See Provider Configuration for full details

Auto-Summary Toggle: An auto-summary toggle at the top lets you enable automatic summary generation after recording ends.


Top Toolbar

The toolbar is always visible at the top of the meeting details view, regardless of which tab is active.

Center: Tab Buttons

ButtonTabKeyboard
AI SummarySwitches to AI Summary tab-
TranscriptSwitches to Transcript tab-

The active tab is visually highlighted.

Right: Action Buttons

ButtonIconWhat it doesAvailability
SearchMagnifying glassOpens the unified search panelAI Summary & Transcript tabs
ShareShare iconOpens the export/share menuAll tabs
Open FolderFolder iconOpens the meeting's folder on diskAll tabs
PreferencesGear iconSwitches to the Preferences tabAI Summary & Transcript tabs

Context-Sensitive Buttons

The Search button is disabled when viewing the Preferences tab, since there's no searchable content there. All other buttons work across all tabs.


Action Bar

A sticky action bar appears at the bottom of the content area. Its buttons change based on the active tab:

On AI Summary Tab

ButtonWhat it does
Generate SummaryCreates an AI summary using the selected template and provider (shown when no summary exists)
RegenerateRe-generates the summary with current settings (shown when summary exists)
CopyCopies the summary to clipboard

On Transcript Tab

ButtonWhat it does
RetranscribeOpens the retranscription dialog to re-process audio
CopyCopies the transcript to clipboard

Tab Transitions

When you switch between tabs:

  • Content transitions smoothly with a motion animation
  • Any open overlay panels (Search, Share) close automatically
  • The action bar updates to show relevant actions for the new tab
  • Scroll position resets to the top of the new tab's content

How It Works

The meeting details page orchestrates several subsystems:

Code language: text
Sidebar Click → Load Meeting Data → Render Tabbed UI

        ┌──────────┼──────────────┐
        ↓          ↓              ↓
   AI Summary   Transcript   Preferences
   (BlockNote)  (Segments)   (Templates + Provider)
        ↓          ↓              ↓
   Action Bar   Action Bar   Settings Panels
  1. Meeting data loads from the database when you click a meeting in the sidebar
  2. Tab content renders based on your selection -each tab has its own component
  3. Overlays (Search, Share, Retranscribe) are layered on top of the tab content
  4. Action bar sticks to the bottom and shows context-appropriate buttons
  5. State changes (edits, new summary, retranscription) update the database in real-time

Real-World Examples

Example 1: Reviewing a meeting and sharing notes

"I just finished a 1-hour client call. I want to review the transcript, generate a summary, and email it to the team."

Flow: Open the meeting → Transcript tab to skim what was said → switch to AI Summary → click Generate Summary → review and edit the summary → click ShareSummary > Word → save the .docx and attach to email.

Example 2: Fixing transcript errors before summarizing

"The transcription misspelled several names. I want to fix them before generating a summary."

Flow: Open the meeting → Transcript tab → click Search → search for the misspelled name → Replace All with the correct spelling → switch to AI SummaryGenerate Summary. The summary uses the corrected transcript.

Example 3: Trying different summary templates

"I want to see how the same meeting looks with different summary structures."

Flow: Open the meeting → PreferencesTemplates → select "Daily Standup" template → switch to AI SummaryGenerate Summary → read the result. Then go back to Preferences → select "Standard Meeting" template → Regenerate to see the same content restructured.


Screenshots Guide

These are the key screens worth capturing for visual reference:

#What to captureWhy it helps
1Full meeting details view -showing AI Summary tab with content, toolbar, and sidebarShows the overall layout and tab structure
2Transcript tab -showing transcript segments with timestampsShows what the transcript view looks like
3Preferences tab -showing Templates and Summary Model sub-tabsShows the settings interface
4Top toolbar close-up -tab buttons and action buttons labeledHelps users identify each button
5Action bar (Summary) -showing Generate/Regenerate and Copy buttonsShows the contextual action bar
6Action bar (Transcript) -showing Retranscribe and Copy buttonsShows how the action bar changes per tab
7Tab transition -side-by-side showing two different tabs of the same meetingDemonstrates the tabbed interface concept

Frequently Asked Questions

Click any meeting in the sidebar on the left. The meeting details view opens in the main content area with the AI Summary tab active by default.
Yes. The AI Summary tab uses a rich text editor (BlockNote). Click on any text to start editing. Changes are saved automatically. You can modify headings, add bullet points, edit tables, and restructure the content.
Yes. Click on any transcript segment in the Transcript tab to edit the text. This is useful for correcting transcription errors, fixing speaker names, or cleaning up the text before generating a summary.
It opens the meeting's data folder on your computer using Finder (macOS) or Explorer (Windows). This folder contains the audio recording file and meeting metadata.
The Generate Summary button only appears when no summary exists for the meeting. If a summary already exists, you see a Regenerate button instead. To create a fresh summary, click Regenerate.
No. Changes to both the summary and transcript are saved automatically as you edit. There is no explicit Save button.
Tab content transitions smoothly. Any open overlay panels like Search or Share close automatically. The action bar updates to show relevant buttons for the new tab. Your scroll position resets to the top.
Currently, only one tab is visible at a time. You switch between AI Summary, Transcript, and Preferences using the tab buttons in the top toolbar.
It's a setting in the Preferences tab that, when enabled, automatically generates an AI summary when a recording finishes. This saves you from manually clicking Generate Summary after every meeting.
Click the Open Folder button (folder icon) in the top-right toolbar to see the meeting's data directory. The audio file is stored there alongside meeting metadata. On macOS this is typically in ~/Library/Application Support/Meetily/.

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