Reviews from meetings

Before you start

• Your calendar is connected and meeting recording is set up. See Connections.
• The meeting is linked to the client's group, or you can link the transcript to the group afterwards.

Where to find it

• Before the meeting: open the calendar event's recording controls → Review meeting.
• After the meeting: open the transcript (from the group's Transcriptions, or Transcriptions in the command palette) → Create a review draft.
• Review drafts: open the group → Reviews.

Mark the meeting as a review

1. 1

   Step 1: Turn on Review meeting for the event

   This tells Wealthie to prepare a review draft from the recording for you to check once the meeting ends.
2. 2

   Step 2: Or decide afterwards

   For a meeting that was recorded without this setting, use Create review from this recording or open the transcript and use Create a review draft.

Generate the review draft

1. 1

   Step 1: Check the transcript is linked to a group

   A review can only be created from a transcript linked to a group. If it is not linked, link it first.
2. 2

   Step 2: Select Create review from this meeting

   Wealthie reads the whole meeting and pre-fills a review. While it works the panel shows Creating review; you can leave the page safely.
3. 3

   Step 3: Select Open review

   When it finishes, the panel shows Review created and Ready for you to check and complete. If the group already has a review workflow with an open draft, the content is merged into that draft.

Check and complete the review

1. 1

   Step 1: Work through each section

   The review covers Setup, Circumstances, Financial, Goals, Products, Recommendations, Next Steps and Summary. Set the meeting type: In person, Phone, Video call or Written.
2. 2

   Step 2: Check the evidence

   Pre-filled content links back to what was said in the meeting. Check it against the transcript and correct anything that is wrong or missing.
3. 3

   Step 3: Select Complete review

4. 4

   Step 4: Apply the changes you agree with

   After completion, Wealthie highlights changes it detected in the review notes, such as updated member details, financial items or goals. Apply or ignore each one.

What you should see

• A completed review on the group's Reviews page.
• The client record updated only with the changes you chose to apply.

What is saved or sent

• Nothing is saved to the client's records until you complete the review and apply changes.
• Creating or regenerating a review draft does not send anything to the client.
• Annual reviews can also run as a workflow, which may email the client a review form and booking link. See Onboarding and workflows.

If something goes wrong

Link this transcription to a group to create a review

Link the transcript to the client's group, then try again.

The last attempt failed

Select Retry in the panel.

The draft is wrong or out of date

Use Regenerate. Wealthie asks before replacing the transcript-generated content in the open draft, so check whether you have made edits you want to keep.