More relevant voice notes, and recipient grouping by company in tracking
Voice notes improved
Summaries for notes linked to a folder are now more reliable and actionable: participants, company names, and lots are better recognized, topics are categorized more precisely, and the points to update are presented as tasks, with the trades and companies involved, start and due dates, in the order they came up during the meeting and, where possible, under the same headings as the linked meeting report, with each participant's position stated clearly in case of disagreement. To try it now, simply link an existing note to an existing folder: transcription and summarization will automatically restart with these improvements.
Recipient grouping by company in tracking
Recipients are now grouped by company and phone number in the tracking view when the document contains an attendance block, making it easier to follow up with everyone at the same contact or company at once.
Improvements
When importing a Word document, single-cell tables can now be manually transformed into a Callout block from the table's handle via "Transform with AI"
The progress block now better recognizes tables to convert into a quantity block, especially when each column represents a series and each row a date
A task list that was accidentally merged with another can now be split back into two separate lists
Added a manual lock option for tracked documents
Added video tutorials to the online documentation (getting started, meeting block, font customization)
The warning message above locked templates is replaced with a discreet "Read-only template" button, matching the style of AI summaries
Bug fixes
Fixed several editor crashes: duplicating or moving a block located at the very start or end of a document, and repositioning the AI menu after the editor is closed
Fixed page breaks for nested tasks across multiple indentation levels when exporting to PDF
Fixed the attendance block's icon not being clickable when printing
Fixed AI-generated task lists displaying as plain bullet lists instead of checkable items
Fixed the AI chat getting stuck after an interruption, such as sending a new message while a question was pending or a tool failing mid-edit
Fixed scrolling in the tracking view's event list when it is long
Fixed AI⋅there availability on low-resolution laptops, including during in-person meetings
Fixed the close icon on a comment block, now visible when hovering anywhere over the block rather than just its title area