Meeting Transcripts
When you record a meeting in Zoom, Teams, or Google Meet, Sterling captures the transcript automatically. Each transcript includes powerful AI features that save you time: instant summaries, ready-to-send follow-up emails, and automatic task creation.
AI Summary
Click Generate Summary to create an instant overview of your meeting. The summary organizes the conversation into three sections:
- Financial Topics: Key discussion points including account balances, investments, tax strategies, and retirement planning
- Personal Matters: Life events, family updates, and relationship context worth noting
- Action Items: Tasks identified for you and your client, with timelines when mentioned
The summary lets you quickly review what was discussed without reading the full transcript.
Post-Meeting Email
Sterling generates a professional follow-up email ready to send to your client. The email includes:
- A warm, personalized greeting
- Brief summary of topics discussed
- Next Steps for You: Action items you committed to completing
- Next Steps for Client: Tasks for your client to complete
- Professional closing inviting questions
Copy the email directly into Outlook. The formatting transfers cleanly so you can send it immediately or customize it first.
Automatic Task Creation
Coming Soon
This feature is currently in development and will be available in an upcoming release.
Sterling will automatically create tasks from action items identified in your meeting. Tasks for you and tasks for your client will appear in the household's task list, ready for tracking and completion. No manual entry required.
Full Transcript
Access the complete word-for-word transcript with speaker labels and timestamps. Use the full transcript when you need exact quotes or want to verify details from the conversation.