This powerful tool allows you to dictate notes, record in-person meetings, or upload audio/video files for processing. Once processed, you receive a transcript, which can be transformed into detailed meeting notes and professional summaries for clients. Additionally, if you use NoteGenius, it will create tasks and organize your notes efficiently.
How to Use CaptureGenius
Navigating to CaptureGenius
Via "360 View":
Navigate to the "360 View" section, where all your scheduled events are listed.
Locate the client and event date, then click the "CaptureGenius" button beside them.
You can invite the Pulse360 recorder to Zoom, upload an audio or video file, or dictate in-person meetings or notes.
Via "Meeting Workspace" Tab:
Go to the "Meetings" tab.
Select the client and event date you want to work on.
Click "CaptureGenius," and the same options to invite the Pulse360 recorder to Zoom, upload, record, or dictate will appear.
Processing and Reviewing Transcripts
Uploading and Dictating:
Upload the audio file or start dictating your notes.
The processing will take a few minutes, and you will receive an email notification once it's ready.
Accessing Transcripts:
Once processed, you can find the transcript in the designated area.
Click on the transcript to view it.
Working with Transcripts
Options within Transcripts:
Full Transcript Tab:
Check the number of speakers, change speaker names, and verify details.
Click on a speaker name to update or replace it, ensuring to update all occurrences.
Once updated, click NoteGenius to process the notes, categorize them, and create client-facing notes and tasks if necessary.
AI Summary Tab
Click an option below to create AI summaries:
Meeting Pulse Options
RECOMMENDED: Detailed Summary
Purpose: Highlight key discussion points, recommendations, action items, and nuanced insights about your client or prospect.
Duration: ~2 minutes
Style: Detailed, granular.
COMPREHENSIVE: In-depth Meeting Pulse
Purpose: Capture the full story behind your meeting — including all facts, family context, and personal cues — in one actionable summary.
Duration: ~3–4 minutes
Style: In-depth.
ACTION ITEMS: Extract & Execute
Purpose: Provide concise, easy-to-follow action lists that clearly delineate tasks for your team and the client.
INSIGHTS: Unlock Their Pulse
Purpose: Analyze meeting transcripts to identify clients’ or prospects’ key interests and concerns. Demonstrate deep understanding of what matters most to them.
INTERNAL: Investment Committee Record & Client Summary
Purpose: Generate a comprehensive internal record of each investment committee meeting — including details, rationale, and data — plus ready-to-share client summaries.
CLIENT-FACING: Investment Committee Highlights
Purpose: Transform every investment committee meeting into a client-friendly update, automatically summarized and stored for easy access.
Draft Email Tab:
Two options to generate an email to the client:
Simple Email Summary
Quick email summary to send to your clients
Detailed Post-Meeting Email
Keep clients engaged and informed with a conversational follow-up that highlights what matters most
Optionally, run NoteGenius to process the note or manually highlight text to categorize it as a note.
Note: These summaries are generated by AI. Make sure to check everything for accuracy.
Once the emails from these three options are generated, you can also run NoteGenius to process the note or manually highlight what you want to create and categorize as a note.
You can email the notes directly to a team member or sync them to your CRM for compliance records.
Compliance and Security
CaptureGenius is designed to meet SEC/FINRA compliance requirements, ensuring that your data is secure and compliant with industry standards.
Conclusion
CaptureGenius by Pulse360 is here to revolutionize the way you manage your meeting notes and client summaries. With its advanced transcription capabilities and seamless integration with NoteGenius, you can focus more on your clients and less on administrative tasks. Start using CaptureGenius today and experience the difference.