Map from a transcript

TL;DR

• Attach a meeting transcript to Navigator and ask for a proposal.
• Check the proposal. Nothing is built until you click Build.
• If something is wrong, say so in plain words before you build.

Hand a meeting transcript to Navigator. It drafts a proposal, and nothing is built until you click Build.

1. 1

   Start from the meeting transcript: a Teams or Zoom transcript (.docx) or a PDF.

2. 2

   In the Navigator box, click the paperclip and attach the transcript.

   

3. 3

   Ask in plain words, for example "We just finished this call, create a proposal based on this transcript," and click Ask.

   

4. 4

   Navigator reads the transcript, checks what is already in the atlas, and drafts a proposal. For a short transcript this takes a minute or so (sped up in the video).

   

5. 5

   The proposal opens. It lists the folders and views it will create, and marks every item new or reused. Nothing is built yet.

   

6. 6

   Open any item to check it, for example a role: who holds it and who it reports to.

   

7. 7

   The process comes as a map: each step, what follows it, and the decision branches.

   

8. 8

   Open a step to see who performs it, the system it uses, and the passage of the transcript it came from.

   

9. 9

   When it looks right, click Build. Open the new views from the links in the chat.

   

Tips

• One meeting per upload, and one process per request.
• If something in the proposal is wrong, say so in plain words before you build: "The controller signs off, not the analyst." Navigator revises the proposal.
• Walk through a real case on the call rather than describing the process in general.