Enter meeting notes into Word / Excel (Beta)

Download your Word or Excel file with AI-generated meeting notes already entered. Under template creation, register the file you want to use with Create from Word / Excel (Beta).

Note

This feature is currently in beta and may not always work as expected.

Supported files

Files must be 10 MB or smaller. The older .doc and .xls formats are not supported.

Create a template

1. Open Dictionary & Templates

Select Dictionary & Templates in the sidebar.

2. Create a new template

Under Custom templates, select + New template.

3. Create from Word / Excel

Select Create from Word / Excel (Beta).

4. Register the file as a template

Specify the following:

• Template name: Enter a name that will be easy to recognize later.
• File: Select one Word (.docx) or Excel (.xlsx) file.

Select Create. AI chooses where to insert the meeting notes and registers the template.

Note

Creation may take a little while. Keep the screen open and wait for it to finish.

5. Create meeting notes

Open the Meeting Notes tab in the transcription results and select your registered template. AI creates meeting notes in that layout.

6. Download in the original format

Review and save the meeting notes, then open the download menu.

• For Word: Select Word format, then Original template (Beta).
• For Excel: Select Original Excel format (Beta).

Notes

• Check the insertion locations selected by AI and the generated content.
• In Excel, only existing cells can receive content. Formulas, protected sheets, and text boxes are not changed.
• If a warning appears, review it before using the template.
• If the result is not as expected, simplify the original file layout and register it again.

For regular custom templates, see Create a meeting notes template.

Improvements toward the full release

We will improve this feature’s quality and supported scope step by step. Please share anything you notice or would like us to improve through the support form.