Manage and find records
Keep records searchable, reviewable, and safe to reuse.
- Audience
- Users with growing transcript libraries.
- Time
- 11 minutes
- Level
- Beginner
Scenario
Start with the workflow this guide is designed for before moving into the steps.
As a weekly reviewer, I want to find the right record quickly so I can reuse decisions without rereading every transcript.
You know how to name, filter, and review records with minimal cleanup.
Complete steps
Name records by future search
Use names that include topic, person, project, or decision context.
Group by workflow
Separate meeting notes, personal journals, interviews, and automation test records.
Protect sensitive records
Avoid using private names or secrets in public screenshots, tutorials, or support reports.
Details
Record naming pattern
A useful record title tells future you why the transcript matters.
- Project + topic + date.
- Customer + decision + date.
- Journal + mood/context + date.
Connected feature paths
This tutorial should not dead-end. These are the natural next features and workflows it connects to.
Review records into a journal
Turn voice records into memory, decisions, and next actions.
Save and reuse Favorites
Turn important transcript moments, notes, questions, references, and actions into reusable cards.
Make your first recording
Record a short voice note and turn it into a reviewable transcript.