How to Add Audio Notes to a Gig
This guide details the process of adding audio notes to a gig, an efficient method for capturing detailed information from client calls or meetings directly into your gig management system.
How to Add Audio Notes to a Gig
This guide details the process of adding audio notes to a gig, an efficient method for capturing detailed information from client calls or meetings directly into your gig management system.
Objective
To enable users to quickly and accurately record detailed notes from client meetings or calls as audio, and have them transcribed and attached to the corresponding gig for future reference.
Prerequisites
- Access to the gigs management system with audio recording capabilities.
- Ensure your device has a functioning microphone.
- Have any notes or points from the client meeting ready for recording.
Steps to Add an Audio Note
- Access the Gig's Notes Section: Navigate to the specific gig you want to add an audio note to. This method is particularly useful for recording details from client theme calls or meetings.
- Ensure you're on the "Notes" tab within the gig's details page.
- Initiate Audio Recording:
- Look for the "Add" button within the Notes section to begin adding a new note.
- To start recording your audio note, click on the "Record" button. Make sure your microphone is on and working.
- Proceed to speak clearly into the microphone, recording the details you wish to capture. For example, you might mention the outcomes of a conference call, details about the event such as its location or history, and any specific interests of the client like a focus on artificial intelligence.
- Save the Recording:
- Once you've captured all necessary information, click the "Stop" button to end the recording.
- Wait for a moment until the system saves the audio file. A notification or visual indicator will confirm once the file is successfully saved.
- Submit and Transcribe the Audio Note:
- After the audio file is saved, click the "Submit" button. The system will then automatically transcribe the recorded audio into text, attaching it as a note to the gig.
- The transcription process also generates a title for the note based on its content, which facilitates easier identification and reference.
- Edit the Transcribed Note (Optional):
- Should you need to make any corrections or additions to the transcribed text, you can do so by clicking the "Edit Note" button.
- Adjust the transcription as necessary in the provided text field, then save your edits to ensure the note accurately reflects the recorded details.
Conclusion
Adding audio notes to a gig streamlines the documentation process, especially following detailed client interactions. This feature not only saves time but also ensures accuracy in capturing the nuances of conversations. Remember to review and edit the transcribed notes for clarity and completeness, maintaining an accurate and useful record for your gigs.