PDF reports from Meeting Transcript to Action Item
Turn a list, or one record with everything linked to it, into a PDF report.
Export meeting, transcript file, participant, commitment override, content sources and generated follow ups as a PDF report for audits, clients or your files.
A single record's report includes its child records — its full history on one document.
How to set it up
- Open a record.
- Click PDF report.
- Share or file the PDF.
Try Meeting Transcript to Action Item
Generate a follow up from content: every point is traced to the sentence it came from, then yours to edit and copy.