> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes and summaries

> Write notes, review the transcript, assign speakers, and work with the AI summary

Each Scribe note brings together your own notes, the meeting transcript, and an AI-written summary. You can edit all three and ask the AI questions about the meeting.

## Write notes

Open a note and type in **Write notes…**. You can also:

* Give the note a title. If you leave it as **Untitled note**, the summary names it for you.
* Add attendees with **Add attendees**.
* Click **Link to student** to attach a student. The note then appears on that student's **Meeting Notes** tab in the Edu app.
* Choose a folder for the note, or leave it in **No folder**.
* Attach images to add visual context.
* Click **Copy notes** to copy them, or **Delete note** to remove the note permanently. Both are in the **…** menu.

### Link a calendar event

If you've [connected your calendar](https://docs.relyant.app/scribe/preferences.md#calendar), click **Calendar event** in the note's details row and pick a meeting from within a day of the note's date. Scribe fills in the meeting's title (if the note has none), date, and attendees. To change it, click the chip again and pick another meeting, or click **Unlink event**.

> [!TIP]
>
> Attendee names help transcription. Scribe listens for them, and uses the number of attendees to tell speakers apart.

## Review the transcript

The transcript shows each speaker turn with a timestamp. A **Draft transcript** appears while you record, and is replaced by the **Final transcript** once Scribe finishes its more accurate pass.

Click **Export** above the transcript to download it as a `.txt` file. To export the whole note, see [Export a note](#export-a-note).

### Assign speakers

Scribe labels speakers as **Speaker 1**, **Speaker 2**, and so on. To name them:

**1. Pick a speaker label**

Click a speaker label in the transcript.

**2. Choose who it is**

Select someone from **In this meeting**, search for a student or staff member, or type a custom name. Every turn with that label updates, and the attendee list updates to match.

> [!TIP]
>
> If the note has attendees, click **Suggest speakers**. The AI matches speakers to attendees using clues like introductions and names. Nothing changes until you click **Accept suggestion**. Click **Dismiss suggestion** to ignore one.

## Work with the summary

Scribe generates the summary automatically after transcription. The summary opens with a short gist of the meeting, followed by sections named after the topics discussed. It ends with **Decisions**, **Action items**, **Open questions**, and **Follow-up** sections only when the meeting produced them.

### How your notes shape the summary

Scribe reads the notes you write alongside the recording:

* Notes written before you start recording act as the agenda. The summary follows their order and reports what the meeting said about each item.
* Points you add during the meeting always appear in the summary.
* **Bold**, italic, and underlined text marks what's important. Struck-through text is treated as dropped.
* A `###` heading in your notes is kept as a section.

### Pick a summary template

Click **Auto template** next to the language button in the note's details row to choose a **Summary template**. The automatic summary uses the template you pick.

| Template | What it covers |
| - | - |
| **Auto** | Structure follows the meeting (default) |
| **Parent meeting** | Concerns, what the school shared, agreements |
| **Staff meeting** | One section per agenda item, then decisions |
| **Student support review** | Needs, strategies and a review date |
| **1:1 / appraisal** | Updates, feedback and goals |
| **Lesson observation feedback** | Strengths, areas to develop, next steps |

> [!WARNING]
>
> Summaries are marked **AI-generated — review before use**. Check them against the transcript before you share them.

* **Edit it directly**: change the text like any document.
* **Quick-edit with AI**: select any text in the summary and give the AI an instruction to rewrite it.
* **Regenerate it**: click **Regenerate summary** and optionally pick a different template or add guidance for the AI. Your edits are used as the starting point.
* **Retry a failure**: if generation fails, click **Retry summary**.

If you're writing notes without a recording, click **Generate summary** to create a summary from your notes.

## Export a note

Open the **…** menu and point to **Export**:

* **PDF**, **Word (.docx)**, or **Markdown (.md)** downloads the note with its title, date, attendees, summary, and notes.
* **Save to Google Docs** creates a Google Doc in your Drive. Click **Open** in the confirmation to view it. The first time, Google asks you to allow access. Scribe can see only the files it creates.
* Check **Include transcript** to add the transcript to the export.

## Ask the AI about the meeting

Use **Ask anything** to ask questions about the note. Click **Shortcuts** for ready-made prompts:

* **Draft meeting report**
* **List action items**
* **List agreements**
* **List key concerns**
* **Summarize for parents**
* **What happens next?**
* **Write follow-up email**


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.