How to Clean your Meeting Transcript

This article shows you how to replace Speaker 0, Speaker 1 and Speaker 2 in a transcript with the right names before you create the note, and how to get hold of the recording or transcript afterwards.

Evie separates voices, not people. On a video call where each person joins from their own device the names come through from the call, but in a room, or when two people share one Teams login, the transcript shows numbered speakers until you tell it who is who. Clean the transcript before you generate the note and every quote and action is attributed to the right person.

Before you begin

• The meeting must show in Past Meetings with its transcript.
• You can only clean a transcript for a meeting you attended or were invited to, and cleaning needs an Adviser or Paraplanner Plus licence. If a paraplanner was not on the invitation, the adviser cleans the transcript.
• Know who was in the meeting. If you were invited but could not attend, ask the adviser for the attendee list, or listen to the recording as described below.
• A couple in the room is usually handled without help: Evie identifies the three speakers, you and the two clients. Cleaning is essential when someone who is not a client sat in, a solicitor, an accountant or a family member, because Evie has no way of knowing their relationship to the client and can write their comment up as the client's.

Assign names to each speaker

1. Open Meetings from the left-hand menu and find the past meeting, which is marked Done.
2. Click Clean Transcript. The transcript shows each detected voice as Speaker 0, Speaker 1 and so on.
3. On the Attendees list, use the Speakers dropdown next to each person to pick the speaker label that belongs to them, or use Map Speakers to Names to type the right name against each Speaker number. Check the transcript on the right as you go, so you can confirm who said what. You can map several speakers to one name if the model split one person's voice, and you can label an external attendee, for example "solicitor", rather than a client.
4. Click Save to apply the changes. The transcript updates, and the meeting note you generate next attributes each sentence correctly. If you assign a name wrongly, open Clean Transcript again and change it back.
5. Generate the note.

Please note: when a husband and wife join a Teams call from one profile, Evie still detects two distinct voices. They appear under the same speaker label until you assign each of them a name in Clean Transcript.

If everyone was in the same room and the transcript struggles to separate pre-meeting chat from the meeting itself, assigning names to each speaker is still the fix: once the voices have names, the note picks out who said what.

Work out who is who when you cannot place a voice

Clean Transcript does not play audio. To check a voice:

1. Download the recording from the past meeting and listen to the passage in question.
2. Match the voice to the speaker number in Clean Transcript, then assign the name.

Please note: only platform-recorded video calls can be downloaded. For a meeting recorded with the mobile app or uploaded from a phone, the platform keeps the transcript only, and the raw audio stays on the device it was recorded on. Supervisors see transcripts, not recording playback.

Download or share a transcript

• The transcript sits on the past meeting page, where anyone with access to that adviser's meetings can read it. Paraplanners and supervisors use the access described in Accessing Adviser Meetings as a Paraplanner.
• If an adviser is on leave and a colleague needs a transcript to write the post-review letter, give the colleague access to the adviser's meetings rather than emailing the transcript around.
• For anything you cannot reach yourself, such as the transcripts of someone who has left the firm before their profile is removed, or a batch of transcripts across several advisers, email support@advisoryai.com with the adviser names and the date range, and the team tells you what is possible.

See it in action

Cleaning your meeting transcript

Next steps

• Create the meeting note from the cleaned transcript: Meeting notes: choose a template, fix the length, edit without losing changes.
• For names Evie keeps misspelling, add them to the Dictionary: Building Your Firm's Dictionary.

Related articles

• Record phone calls and in-person meetings
• Accessing Adviser Meetings as a Paraplanner
• Building Your Firm's Dictionary
• Evie | FAQ: other questions

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Ready to clean a transcript? Open AdvisoryAI, go to Meetings and open the past meeting.