Using the Meeting Coach
Meeting Coach is an AI-powered tool designed to analyze meeting transcripts and provide detailed feedback on your performance. It leverages a comprehensive training library (the Audere training library) to evaluate aspects like:
- Whether you covered all important points in your meeting
- How you handled specific topics (e.g., fee discussions)
- Thematic analysis of the conversation (opportunities, challenges, outcomes)
- Direct feedback and coaching tips based on your transcript
The agent is built to go beyond simple keyword scanning—it deeply analyzes, structures, and breaks down your meeting content to give you actionable insights. It’s especially useful for professionals who want to improve their meeting skills, get coaching, or train others.
How to Use the Meeting Coach Agent
1. Prepare Your Meeting Transcript
Obtain the transcript of the meeting you want to review. Make sure to redact any personally identifiable information (names, addresses, etc.) to protect privacy.
2. Access the Meeting Coach Agent
Open the Meeting Coach agent in your platform. Note: This agent has access to the full DARE training library, including all modules, transcripts, and tools.
3. Submit Your Transcript for Analysis
Upload or paste your meeting transcript into the agent. Specify the type of meeting (e.g., review meeting).
4. Ask Targeted Questions
You can ask the agent questions such as: “Did I miss anything?” “How was my fee discussion?” The agent will analyze your transcript in detail, not just scan it.
5. Wait for In-Depth Analysis
The agent may take longer than typical chatbots because it thoroughly analyzes, structures, and breaks down your content. It will outline the meeting, identify key themes, and organize information into lists for clarity.
6. Review the Feedback
The agent provides:
- Thematic analysis (opportunities, challenges, outcomes)
- Summaries of key points and feelings expressed
- Timestamped extracts and direct quotes
- Feedback on specific elements (e.g., fee discussion, client reactions) Use this feedback to improve your meeting performance or train others.
Important Privacy Warning
Do not submit transcripts containing client personal information unless you have explicit permission. Redact sensitive data before using the agent. Onshore processing options may be available in the future.
By following these steps, you can leverage the Meeting Coach agent to get actionable feedback and improve your meeting outcomes.