Recordings

Be in the meeting.
The next steps are covered.

Capture the conversation from your computer or with a notetaker. Prism writes the meeting note, detects commitments, and creates the tasks to follow them through.

Try the demo See the two ways to capture

All recordings

4 items

Thompson Insurance product demo

Thursday, September 24 at 6:35 PM · 00:52:00 · EN · Microsoft Teams

Thompson Insurance

Fleet coverage

Summary

The demo landed: the claims team watched a site note file itself under the right claim, and Julie called the timeline view the part they had been missing. Dana needs the security pack before IT signs off. Spanish transcription covers the bilingual region, and Robert wants turnaround reporting for his KPI. Agreed path: a three-week pilot with twelve adjusters, security review first, and pricing for sixty field seats plus the office tier.

Agenda

Introductions and goals for the evaluation
Where claim notes go missing today
Live demo, security review, and pilot terms

Discussion

Where notes go missing today

Site detail reaches the claim file late. The team wants the note, the meeting, and the next step in one account timeline.

Security and IT

The proposed setup runs EU end to end with per-workspace retention. Dana needs the security pack and a signed DPA before the pilot starts.
The pilot will test Entra SSO with a dedicated group of twelve adjusters.

Commercials

Quarterly invoicing is fine for year one. Karen wants the annual price and a two-year option for sixty field seats plus the office tier.

Conclusions

Operations is ready to pilot, subject to IT approval. The rollout decision goes on the leadership agenda for the 26th.

Next steps

Send the security pack and prepare the SSO sandbox.
Share the pricing options and agree the pilot success criteria.

Commitments

Priya Nair

Send Dana the security pack today, including the DPA template and audit export guide.

Alex Wolff

Stand up the pilot sandbox with Entra SSO test access by Thursday.

Send pricing for sixty field seats plus the office tier before Karen’s four o’clock.

Sarah Lindqvist

Draft the pilot success criteria for Julie to approve before kickoff.

Julie Thompson

Put the fleet rollout decision on the leadership agenda for the 26th.

Tasks

Speaker timeline

Alex Wolff

18%

Priya Nair

26%

Sarah Lindqvist

Julie Thompson

19%

Robert Hale

Dana Okafor

13%

Miguel Santos

Karen Voss

10%

00:00:0000:52:00

Alex Wolff, Priya Nair, Sarah Lindqvist joined00:00:00

Alex Wolff00:01:01

Morning everyone. We’ll give it a minute while people join. Priya, are we using the sandbox tenant we rehearsed?

Priya Nair00:01:23

Loaded and ready. I’ll start from the field adjuster’s seat, because that is where the day begins.

Julie Thompson joined00:02:00

Julie Thompson00:02:05

Morning. The rest of my crew is coming over from our claims stand-up.

Robert Hale00:02:14

Made it. Robert Hale, claims. Turnaround time is the measure I’m watching.

Dana Okafor, Miguel Santos, Karen Voss joined00:03:00

Dana Okafor00:03:04

Dana, IT and security. I’ll need the security pack before we put real claims in the pilot.

Julie Thompson00:12:10

That timeline is what we have been missing. The site visit happens and the detail reaches the claim file days later.

Dana Okafor00:19:40

We need to know where data lives and how retention is set for our workspace.

Priya Nair00:20:30

The proposed setup is EU end to end with per-workspace retention. I’ll include the detail and the audit export guide in the security pack.

Miguel Santos00:26:10

About a third of our coastal region works in Spanish. Having Spanish transcription covers that bilingual group.

Karen Voss00:32:30

Quarterly invoicing works for year one. I need sixty field seats and the office tier, with the two-year option alongside the annual price.

Priya Nair00:38:35

I will send Dana the security pack today, with the DPA template and the audit export guide.

Alex Wolff00:39:15

I will stand up the pilot sandbox with Entra SSO test access by Thursday.

Alex Wolff00:40:10

I will also send pricing for sixty field seats plus the office tier before Karen’s four o’clock.

Sarah Lindqvist00:40:50

I will draft the pilot success criteria and get Julie’s sign-off before kickoff.

Julie Thompson00:41:15

I will put the fleet rollout decision on the leadership agenda for the 26th.

Explore the recordings, click a commitment's timestamp, or open a yellow comment highlight. Changes stay in this example.

Two ways in.
The same complete picture.

Use the desktop app to capture from your own computer, or send a visible notetaker to the meeting. Both bring the conversation into the same workspace.

From your computer.
No bot joins the call.

The desktop app detects a meeting and asks whether to transcribe. Capture the conversation on Zoom, Meet, Teams, Webex, and more. You can also start a recording for an in-person meeting.

Speaker labels follow the meeting platform. Choose the notetaker when individual speaker attribution matters most.

Send a notetaker.
Let it join as a participant.

Paste a meeting link, or start from the event in your calendar. The notetaker joins visibly, follows who is speaking, and prepares the note when the meeting ends.

Start with a meeting in your calendar

Zoom

Google Meet

Microsoft Teams

SlackWebexIn person, too

The question comes up.
The answer is beside you.

Prism Copilot follows the live conversation and finds answers in your company's documents. You get the answer and its source on your own screen, while the meeting keeps moving.

Ask a question yourself, or let Copilot pick up the customer's question. It names the document and page so you can check the detail. If the information is missing, it does not invent an answer.

The Copilot overlay is designed to stay out of screen sharing. Your private assistance stays on your side of the conversation.

Explore live assistance

Dana asked

“Can our pilot use Entra SSO, and where is the retention policy?”

Prism Copilot

Dana asked · 20:30

Yes. The pilot includes Entra SSO for the test group. The setup steps are in the security pack.

Security pack.pdf · p. 4

You asked · 20:42

Retention is set per workspace. The policy describes the available periods and the deletion process.

Data policy.pdf · p. 3

12Ask a question…

Example answers from the company's document library, visible to you during the call.

“I'll take care of it.”
Already on the task list.

Prism automatically detects commitments as people make them: who promised what, and when. Each one keeps the exact timestamp. Tasks are created from the meeting with an owner, a due date where one was agreed, and the recording attached as a reference.

The finished note brings together the summary, agenda, discussion, conclusions, and next steps. The transcript and speaker timeline are there when you need the original words.

Take a closer look