Scenario

Start with the workflow this guide is designed for before moving into the steps.

As a project owner, I want to ask a meeting record what changed and what needs follow-up so I do not reread the whole transcript.

You can open a record, ask grounded questions, and turn answers into review or content work.

Complete steps

1

Start from the record

Open the transcript that should provide context. Avoid asking broad account-level questions when you only need one record.

The record has the transcript you want to question.

Private names are safe before screenshots or demos.

2

Ask for one job at a time

Ask for decisions, risks, quotes, or next actions separately so the answer is easier to verify.

The question names the output shape.

The answer can be checked against the transcript.

3

Move the answer into a workflow

A useful answer should become a review note, content draft, template improvement, or task list. On record and favorite detail pages, use AI Chat for follow-up questions and Create Content when the current source is ready to become a draft.

The answer has a destination.

Open questions stay visible.

Details

Good questions to ask

AI Chat is most useful when the question points to a specific record, source, or review goal.

Ask what decisions were made in this record.
Ask what follow-up tasks are implied.
Ask for a summary that keeps names, dates, and open questions visible.

AI Chat vs Create Content

Record detail can support two different next steps. Ask AI Chat when you still need understanding. Use Create Content when the source is strong enough to become a draft.

AI Chat: decisions, risks, missing context, quotes, and follow-up questions.
Create Content: article outline, social post, memo, release note, or reusable draft.
Content Studio: schedule topics, images, generated items, and review state.