Using the Artificial Intelligence feature in a report

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Principle of operation

When entering your meeting minutes, select a phrase or a piece of phrase, and then click the AI icon.

The system will detect by itself whether it is an action to be taken or a decision that has been endorsed at the meeting.

In case of a misjudgment, you can force the choice with the small down arrow next to the AI icon.

What happens when the AI detects an action?

When the AI detects an action, Perfony opens an action addition window to allow you to validate your choice. Depending on your selection, certain criteria will already be pre-filled.

For example, if you have indicated a date, then the deadline will be completed. In the same way, if your text includes the name of a person in charge, the action will be attributed to that person.

Validate the addition of the action after checking the destination folder.

The added action will be highlighted in your report with special highlighting and the addition of an action icon.

The whole selection becomes clickable and allows you to access the action page.

What happens when the AI detects a decision?

When the AI detects a decision, it is immediately highlighted in the report with special highlighting and the addition of a decision icon.

You can find the record of all the decisions of a meeting, by clicking on one of them, or by going to the “decision” tab of your meeting.

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