A single misspelled name can quietly undermine an otherwise polished meeting record. Whether it’s a client’s name, a company, or a location, small errors tend to get repeated across meeting summaries and task lists – copied, pasted, and shared without anyone noticing. That’s why having the ability to quickly find and replace text across your entire meeting summary and related tasks matters: it turns what used to be a tedious, error-prone cleanup into a simple, reliable fix before anything leaves your system.

Quickly Find and Replace Word or Phrases

Navigate to a Notetaker Record like so:

Click the “dots” … and then click Find Replace

Here you have the option to find and replace a word or phrase with another word or phrase

In this example, we will replace all the instances of Katherine with Kathryn in the Meeting Summary and and related Tasks.

Optionally you can decide if you want to change it in the Transcript as well.

Thats It. Simple Find & Replace.

Any questions? Reach out to [email protected]