Transcripted > How-to > How to review yesterday's meetings with an agent
Daily review

How to review yesterday's meetings with an agent

To review yesterday's meetings with an agent, keep Transcripted notes in a local folder, give the agent only the recent files, ask one practical question, and check the answer against the source notes.

Download Free Agent workflows
Quick setup

Steps

  1. 1

    Open yesterday's Transcripted notes

    Start with the meetings, dictations, and audio-file notes from the last workday. Keep the file set small so the review stays focused.

  2. 2

    Ask one useful question

    Start with a direct question like: What did I promise yesterday? or What needs a follow-up today?

  3. 3

    Ask for source references

    Tell the agent to include the meeting title, date, and speaker when it finds a promise, decision, or open question.

  4. 4

    Check the source note

    Open the local Markdown file before you act on anything important. Meeting memory is useful, but the source note is still the record.

  5. 5

    Turn the answer into today's list

    Copy the real follow-ups into your task list, notes app, or project doc. Leave guesses out.

Start with the daily question

The fastest way to make meeting notes useful is to ask the same simple question each morning.

A daily review turns the archive from stored notes into something you actually use.

  • What did I promise yesterday?
  • Who needs a reply today?
  • What decisions changed?
  • What open questions came up more than once?
Agent memory

See how local transcripts become long-term context.

 For AI agents

Use meetings, dictation, and audio notes as agent-readable files.

 Download Transcripted

Get the free Mac app from the latest release.

Keep the context small

Agents work better when the question has a clear scope. Start with yesterday's files before asking across the whole archive.

That also keeps private context easier to control because you choose the notes the agent can read.

Use transcripts with Claude

Give Claude a focused set of local meeting files.

 Build agent memory

Grow the same workflow into a larger local archive.

Trust the file before the answer

The agent can help find patterns and forgotten promises. It should not replace the source note for anything sensitive or important.

Ask for references, open the Markdown, and only keep follow-ups that are grounded in the file.

  • Check names before assigning work.
  • Check dates before sending reminders.
  • Check the transcript before quoting someone.
  • Ignore answers that do not point back to a source file.
Related

Keep going

Use transcripts with Claude Ask questions against local meeting notes. For one-on-ones Track repeated commitments and follow-ups. For founders Use customer and team calls as founder memory. Agent memory See how local transcripts become long-term context. For AI agents Use meetings, dictation, and audio notes as agent-readable files. Download Transcripted Get the free Mac app from the latest release.
FAQ

Common questions

What is the best first question to ask?

Start with: What did I promise yesterday? It is concrete, useful, and easy to check against the source notes.

Should I give the agent my whole meeting archive?

No. Start with yesterday's files or the smallest folder that answers the question. Add more context only when needed.

Can I use this without an agent?

Yes. You can search the local Markdown files yourself. The agent just makes the daily review faster.

Make yesterday's meetings useful today.

Keep the notes local, ask the daily question, and act only on grounded follow-ups.

Download Free All how-to guides