After your meeting, the Producer agent generates professional, ready-to-use deliverables from everything captured during the session — your agenda, notes, transcript, and pre-work responses. This all happens in Review mode.

Review mode layout

When you switch to the Review tab, the workspace reorganises into three panels:

Left panel — Deliverables list. All available deliverables for this meeting. Click any item to display it in the centre panel. Your coaching report also appears here (see Coaching).

Centre panel — Deliverable content. The full content of the selected deliverable. This is where you read, edit, share, and download.

Right panel — Inputs. The source material that fed into your deliverables: your notes, the full transcript, and pre-work responses with summaries. Use this to cross-reference the output against what was actually discussed.

What gets generated

Meeting minutes are generated for every meeting. They capture the discussion, key decisions, and action items in a professional format ready to share with your client.

You can also add additional deliverables by clicking the + button at the top of the left panel:

• Business plan — a short business plan suitable to any business
• Marketing plan — a marketing plan tailored to the business

The meeting date shown in your deliverables is pulled from the date set at the top of the workspace. If no date has been set, today's date is used — so it's worth setting the meeting date before generating deliverables, especially if you're doing this after the day of the meeting.

How generation works

Deliverables are generated automatically when your meeting ends — specifically, when Scribe detects the online meeting has finished. You'll be taken to the Review tab where your deliverables will appear.

If you didn't use Scribe, or you want to generate deliverables manually, switch to the Review tab and select a deliverable from the left panel to trigger generation.

The Producer uses four inputs to create each deliverable:

• Your agenda — the structure and talking points
• Your notes — what you captured during the meeting
• The transcript — the full conversation (if Scribe was used)
• Pre-work responses — what your clients shared beforehand

The richer these inputs are, the better the output.

Editing deliverables

All deliverable content is written in markdown and fully editable. Click into the centre panel to make changes — you can rewrite, restructure, or add to anything the Producer has generated. For formatting options, see Editing content in the workspace.

Regenerating deliverables

If you update any of the inputs after a deliverable has been generated — for example, editing your notes, correcting the transcript, or updating the agenda — you can regenerate the deliverable to reflect those changes.

There are three ways to regenerate:

• A prompt that appears automatically when input changes are detected
• A Re-generate button at the top of the centre panel
• The ⋮ menu next to the deliverable in the left panel → Re-generate

Regenerating replaces the current deliverable content with a fresh version based on the updated inputs.

Sharing deliverables

Click the Share button at the top of the centre panel to open the share modal. From here:

• Select recipients — click into the recipients field to see all contacts saved against the client. You can add new contacts on the fly if needed.
• All users in your advisor organisation are automatically included — you don't need to add your colleagues manually.
• Click Send Invite to share.

Recipients receive a link and can view the deliverable in their browser — no account required.

Downloading as PDF

From the same share modal, you can download the deliverable as a PDF. Open the Export tab and click Download as PDF. This gives you a professional, formatted document you can email, print, or file however you like.

Editing after sharing

Once a deliverable has been shared, it becomes a live document. Here's how that works:

When you share a deliverable, the content greys out and locks to make it clear this version has been sent. If you need to make changes after sharing:

1. Click the edit pencil at the top of the centre panel to unlock the document.
2. Make your edits.
3. Click the padlock to lock it again.

Any edits you make are reflected immediately for anyone you've shared the document with. There's no separate version or snapshot — it's the same live document. Keep this in mind if you're making substantial changes after sharing.

Good to know

• Meeting minutes are always generated — you don't need to opt in. Additional deliverables (business plans, etc.) are added manually via the + button.
• Set your meeting date first — the date in your deliverables comes from the meeting date at the top of the workspace, not the date you generate them. If it's blank, today's date is used.
• Deliverables are fully editable — treat the Producer's output as a strong first draft. Refine it to match your voice and your client's needs.
• Sharing is live, not a snapshot — once shared, any edits you make are immediately visible to recipients. If you need a fixed version, download the PDF before making further changes.
• The right panel is your fact-check — use the inputs panel to cross-reference what the Producer generated against your notes, transcript, and pre-work responses.