HelpAll topics
Help Center · AI and study
Role views and artifacts
These are optional AI rereads of a meeting you already processed. They do not replace User Notes.
Role views
On the Role views tab, pick a role the template allows:
- Sales engineer
- Account executive
- Legal
- Project manager
- Executive sponsor
Generate (or refresh). There is no approve/reject — it is a re-read, not a filed document. Roles that do not apply to the current template are listed as unavailable until you switch template.
Each generation uses a small amount of quota (on the order of a short extra AI call).
Roles × templates
Each role is gated to templates where it makes sense:
| Role | Allowed templates |
|---|---|
| Sales engineer | Project Kickoff, Sprint Planning, Vendor Presentation, Stakeholder Update, Risk Review, Project Closeout, Status Update |
| Account executive | Project Kickoff, Vendor Presentation, Stakeholder Update, Status Update, Sprint Planning |
| Legal | Contract Negotiation, Case Strategy, Mediation & Settlement, Deposition Summary, Hearing Appearance, Client Intake, Vendor Presentation |
| Project manager | Project Kickoff, Sprint Planning, Retrospective, Risk Review, Stakeholder Update, Project Closeout, Status Update, Vendor Presentation |
| Executive sponsor | Project Kickoff, Stakeholder Update, Risk Review, Project Closeout, Status Update, Vendor Presentation |
Pipeline artifacts
On Details, you can generate:
- Project charter — Project Kickoff only. One-click (no inputs).
- Battle card — Vendor Presentation only. One-click.
- Risk register — Risk Review only. One-click.
- Email draft — every template. Asks for recipient (required), tone (
formal/casual/match-transcript), and an optional subject hint.
Artifacts support Approve / Reject (except role views). Approved artifacts can appear in PDF/DOCX/Markdown/share. Email drafts also have copy-body and delete (soft delete with undo, same idea as photos).
The email composer stays open after generate so a page refresh cannot wipe your edits.
Cost
Each pipeline is an extra AI job (synthesis-stage). Use them when you need the document, not on every meeting.
See All templates for which template applies to which role and pipeline.