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Start here · step 4 of 7

A plan in the app from your meeting transcript

You paste a meeting transcript made with your own tool, and a cloud language model writes the plan.

4 minutesreading time
Before you starta featureloom account, a meeting transcript as text, the Realizer prompt (every new organization has it)
All the steps in one recording, narrated.
Contents

  1. Paste the transcript in Capture

    In the menu on the left, open Capture. Paste the meeting transcript into the Material field and press Send material.

    The Material field with a pasted transcript of the mobile app team’s meeting, and the Send material button
    A meeting transcript in the Material field

  2. Wait for Material ready

    A capture session opens. It saves the text as material and, after a moment, shows Material ready.

    The capture session with the meeting transcript it was sent
    The capture session with your text

  3. Generate the plan

    The screen also tells you that generating sends this material to a language model hosted outside featureloom. If you agree, press Generate plan.

    The Generate plan card of the capture session: the sentence that generating sends this material to a language model hosted outside featureloom, the empty Plan name (optional) field and the Generate plan button
    Generating sends the material to a hosted model

    Generating takes a moment, and you can close this page. When featureloom is done, the session shows Open plan.

  4. Open the plan

    The plan has the plan template’s sections, and above the document is a link to the session it came from.

    The screen of the generated plan about offline mode in the mobile app: above the Plan document, the link Open the capture session this plan came from, and the plan template’s sections listed under Contents, from Goal and Scope to Assessment
    A plan with the template’s sections and a link to its session

  5. Choose the Realizer prompt

    Press the Console’s prompt field and choose Realizer. The Command for a console appears below the table of contents: with it, you hand the plan to an agent like any other plan. On the board, the plan is in the Planned column.

    The screen of a plan about offline mode in the mobile app, its Console’s prompt Realizer waiting for a console and the Command for a console open
    A plan ready for a console

Good to know

  • Every new organization has the Planner and Realizer prompts. You find them under Prompts in the menu, and you can change them.
  • Instead of pasting, you can add the transcript as a PDF or Word (.docx) file: Choose file.
  • From the plan, the link above the document takes you back to the capture session. The session screen says how long its material is kept.
  • You change a generated plan like any other: the Edit button above the document.

Updated: November 5, 2026

Next

Your agent realizes a plan from the board

One command hands a plan to your agent, and you follow its work on the board and in the plan document.

See the tutorial