Magic Minutes transcribes a meeting, sends everyone in the meeting a summary in an AInbox chat group, and you can prompt the transcription with questions using @MagicMinutes. You can prompt Magic Minutes during the meeting or after the meeting is over and get an answer. Magic Minutes Capabilities Real-time Transcription: Ongoing text transcript of the meeting. Automatic Summaries: A concise write-up of the meeting’s main points and outcomes. Templates: Customize the structure, tone, and content to tailor

Manually Start Magic Minutes Enter any meeting (such as in a private office, meeting room, or theater). In the bottom toolbar, click Magic Minutes > Record Magic Minutes button. All meeting participants will receive a notification that Magic Minutes is active. Start Magic Minutes Important: Starting Magic Minutes does NOT include video. Automatically Start Magic Minutes As a Roam admin, go to Settings > Roam Administration > Magic Minutes. Enable “Automatically Record Magic Minutes.” Configure which r

Once a meeting concludes, Magic Minutes automatically creates a chat group in AInbox that contains the transcript of the meeting and key points and action items. You can find all of your Magic Minutes Meetings by choosing the Meetings dropdown in AInbox. Note: You can prompt across all of your meetings recorded with Magic Minutes using your On-It assistant. Meeting Transcript From the meeting group, click the download icon in the top right to download or copy the meeting transcript. Download Meeting Tr

You can prompt the Magic Minutes transcription with questions using the @MagicMinutes chat handle and get an answer. Examples include: @MagicMinutes Who was assigned action items? @MagicMinutes Summarize any client feedback mentioned. @MagicMinutes Provide bullet points of the next steps. @MagicMinutes Did anyone mention budget concerns? Magic Minutes will respond in the same chat thread, giving you and everyone in the group an immediate answer. How to Privately Prompt Magic Minutes There are two ways t

Magic Minutes can also capture any meeting held outside of Roam on your desktop computer. Simply turn on Magic Minutes while in your Private Office to receive a transcript and summary for meetings on Zoom, Microsoft Teams, Google Meet, WebEx, RingCentral, or any other app. These Magic Minutes will appear in your Meetings folder just as they would for meetings held in Roam. Important: When using Magic Minutes Desktop Recording, be sure to follow all applicable laws and obtain consent before recording. Auto

Every meeting has a different purpose. Sales calls drive customer discovery. Engineering standups drive action items. All Hands drive team alignment. So why should they all have a standardized summary format? Magic Minutes Templates lets you customize the structure, tone, and content to tailor output of Magic Minutes based on the meeting type, so your summaries match the intended outcome. Create templates for meeting types such as: Sales Meetings (Pipeline, Objections, Next Steps) All Hands (Announcements

Magic Minutes can be easily shared with anyone with a link. The transcript, summary, and timeline are accessible by anyone who has the link in any web browser. Open AInbox. Open a Magic Minutes meeting group. Easily find them all in the Meetings dropdown. Click the link icon at the top of the meeting group to copy a shareable link.

Magic Minutes can automatically email a meeting summary to participants after the meeting. The email includes an executive summary, assigned action items, and a link to the full transcript, keeping your clients and customers fully in the loop. Go to Settings > Roam Administration > Magic Minutes. Select Automatically Email Magic Minutes Summaries and choose who should receive the emails. Magic Minutes Email

Magic PDF lets you get AI-driven summaries or insights on PDF documents shared within Roam’s chat. Attach a PDF to a message in a group chat. Click the reply button on the message containing the PDF. Prompt @MagicMinutes for a summary or ask details about the document. Magic PDF

Keep your HubSpot records up to date with summaries from your sales meetings. When connected with Roam, Magic Minutes summaries can be automatically exported to HubSpot and attached to the relevant contacts, deals, and companies—ensuring your CRM always reflects the latest insights from your meetings. How to Enable the HubSpot Integration A Roam Admin who is also a HubSpot Admin must first link your account in Settings > Roam Administration > Calendar & Integrations > HubSpot. Ensure that the correct HubS