After a Meeting

Once your meeting ends, Continuum transforms your conversation into actionable insights, organized summaries, and synced tasks. Here’s how to make the most of everything you just captured.

​

Generating Your AI Summary

After you click Generate to create your AI-powered summary, you’ll see the meeting page transform and two new tabs appear: Summary and Tasks. What’s included in your summary: By default, Continuum’s AI organizes your summary in the way it determines will be most useful based on your conversation. This automatic organization is already highly effective and loved by our users. The AI intelligently identifies and structures:

• Key discussion points and main topics covered
• Action items and follow-ups
• Decisions made during the conversation
• Client concerns or questions raised
• Next steps and recommended actions

The AI analyzes both your audio recording and any notes you added before or during the meeting to create a comprehensive, context-aware summary.

​

Using Summary Templates

While Continuum’s default AI organization works great for most meetings, you may have a specific way you prefer to structure your summaries. That’s where templates come in handy. Click the Auto format dropdown in your summary view to select a template. When you choose one, Continuum regenerates your summary organized according to that structure. Templates help you maintain consistency across similar meeting types and match your preferred documentation style. Learn more about creating and customizing templates in our Templates documentation.

​

Reviewing and Editing Your Summary

Your generated summary appears in the meeting view, organized into clear sections for easy scanning. Click into any section to edit the AI-generated content. You can refine wording or add clarity, include additional context or observations, reorganize sections to match your preference. Changes save automatically as you type. Accessing the full transcript: Click the transcript button in the capture controls (still visible at the bottom of your screen) to pull up the complete transcript. You can use it to verify specific quotes, find exact wording from the conversation and even copy sections to include in your summary or notes.

​

Managing Tasks

After your meeting, Continuum’s AI automatically suggests tasks based on what was discussed during your conversation. These show up in the Tasks tab on the right side of your meeting view. Reviewing suggested tasks: The AI identifies action items, follow-ups, and commitments made during the meeting. Each suggested task includes the task description, a suggested due date (if one was mentioned), and an assignee (if applicable). Working with tasks:

• Click any suggested task to edit the details before adding it
• Click the + button to add the task to your active task list
• Create your own tasks manually by clicking + Active tasks
• Mark tasks complete as you finish them

​

Keep the Conversation Going with AI Ask

The AI assistant remains available after your meeting ends, now with the complete context of what was just discussed. Post-meeting questions you can ask:

• “Draft a follow-up email to this client”
• “Create action items from this meeting”
• “What are the key takeaways I should remember?”
• “Compare this conversation to our last meeting”
• “What questions did the client ask that I didn’t fully answer?”
• “Generate talking points for our next meeting”

You’ll see suggested prompts like “Draft a follow-up email” right there at the bottom of your screen. Click any suggestion for instant results, or type your own question in the “Ask anything” field. The AI has full access to your transcript, summary, and notes, making it incredibly powerful for post-meeting work.

​

Syncing with Your CRM

Keep your CRM current by pushing meeting summaries and tasks directly from Continuum. No manual data entry required. To sync with your CRM: Click the Push to CRM button at the top of your meeting view. This sends your meeting summary, notes, and any active tasks to your connected CRM, creating a complete record of your client interaction. What gets synced:

• Meeting summary organized by your chosen template
• Notes you added before and during the meeting
• Active tasks with due dates and assignees
• Meeting metadata (date, time, attendees)

Need to set up your CRM? If you haven’t connected your CRM yet, learn how to set up the integration in Settings > Integrations. Continuum supports major CRM platforms financial advisors use.

​

Sharing Your Meeting

Share your meeting summary and notes with your team while maintaining control over who can access and edit your content. To share a meeting: Click the Share button at the top of your meeting view to open sharing options. Access levels:

• Private - Only you can access this meeting (default)
• Organization - Anyone in your organization can access this meeting
• Specific people - Share with selected team members by searching for their names

What shared users can see: When you share a meeting, others can view the complete AI-generated summary, notes you added before and during the meeting, and the tasks created from the meeting.

---

​

Finding Past Meetings

All your captured meetings live in the Meetings page, making it easy to find and reference past conversations. Search and filter:

• Search by client name, meeting title, or content
• Filter by date range, participants, or tags
• View meetings by client to see complete conversation history

Tagging meetings: Add tags to meetings for better organization:

• Client type (new prospect, existing client, high-priority)
• Meeting purpose (planning review, portfolio update, discovery call)
• Topics discussed (retirement, estate planning, tax strategy)

Tags make it easier to find related meetings and identify patterns across your client base.

---

​

Storage and Data Security

Your privacy and data security are our top priorities. Continuum uses audio during your meeting solely to generate the transcript. The audio itself is never stored on our servers. What Continuum stores:

• Transcript - The text version of your conversation
• Summary - Your AI-generated summary (regenerated when you change templates)
• Notes - Any notes you added before, during, or after the meeting
• Tasks - Action items created from the meeting

What we don’t store:

• Audio recordings - Audio is processed in real-time for transcription, then immediately discarded.

This approach ensures your sensitive client conversations remain secure while still giving you all the documentation and insights you need. Deleted meetings cannot be recovered, so make sure to export any information you need before deleting. If you’ve synced the meeting to your CRM, that record remains in your CRM—only the Continuum record is deleted.

---

​

Continuous Improvement

The more you use Continuum, the better it becomes at understanding your preferences and needs. What improves over time:

• Summary quality and relevance for your specific practice
• Recognition of recurring topics and client concerns
• Suggested prompts tailored to your workflow
• Action item identification based on your patterns

You can provide feedback on any summary by clicking the thumbs up/down icons. This helps Continuum learn what’s most valuable to you and improves future summaries.