Debrief by voice

The debrief is the loop’s safety net and its biggest labor saving in one: a single spoken recap of the day that becomes structured records. The people you mention are detected and matched to contacts, the promises you make become follow-ups, and the whole thing lands as a note linked to the Event.

You’ll need: five quiet minutes — the taxi, the hotel room — and the day still in your head.

1. Record

1. On the Meet screen, tap the Debrief tile (“Recap your interactions”). With an active event set, the debrief attaches to it — you’ll see for {Event} under the title.
2. Tap the record button and talk. The screen’s own prompt is the brief: “Talk through who you met, what was discussed, and what to do next.” Pause and resume as you need.
3. Tap stop, then Process. (Not happy with the take? Re-record.)

What to actually say — a shape that reliably yields clean records (the debrief script template has the full version):

“Debrief for {show}, day two. Sarah Chen from Meridian — VP of Ops, evaluating vendors this quarter, big gap in their reporting. I need to send her pricing by Friday. Tom — didn’t catch the surname, from a logistics company in Rotterdam — wants a demo for his team in two weeks…”

Names and companies out loud, one commitment per person, spoken as “I need to…” — that’s the entire technique.

2. Review

Processing takes about 20–60 seconds — the audio is transcribed, then the people, follow-ups, and key moments are pulled out. The review screen then shows Ready — review and save, a scope strip (“4 contacts · 3 follow-ups · linked to {Event}”), and:

• Summary — the recap as editable text. Fix anything; this becomes the note body.
• People you mentioned — one row per detected person. Each row is either an Existing match (candidates from your contacts, with email/phone match badges — pick the right one, or search for a different contact) or a New contact (name, company, title prefilled from what you said; edit freely). Someone the extraction imagined? Discard the row.
• Follow-ups — inside each person’s row: channel (Email / Call / Meet / Other), the commitment summary, and a Due date. Add ones you forgot to say; delete ones you didn’t mean.

This review is the quality gate — thirty seconds of checking, so the record stays trustworthy. Nothing is written until you approve it.

3. Save

Tap Save debrief. In one step:

• new people become contacts; matched people get the interaction on their existing record
• every follow-up becomes a real, dated row that shows up in Today
• the summary and transcript are saved as a note, linked to the people and the Event

You land on the finished note. Total cost: ninety seconds of talking plus a minute of review — for a day’s worth of records that would have been an evening of typing.

Debrief vs wrap-up — you want both

They catch different failures. The wrap-up guarantees completeness: every captured contact gets qualified. The debrief captures what was never captured: the hallway conversation with no card, the promise made at dinner, the color that explains a label. Wrap-up at the gate, debrief in the taxi — together they’re maybe twenty-five minutes, and they’re the difference between a contact list and ground truth.