Summaries and action items
Read, edit, and regenerate the summary Epilude writes after each meeting, and manage action items with owners and due dates.
Stop a meeting and Epilude writes the summary and extracts the action items on its own. If you have moved on to another app, a floating card announces "Your summary is ready", and View summary opens the meeting.
What the summary contains
Every summary opens with a short overview, followed by key topics, decisions, and open questions. Epilude classifies the meeting automatically, and further sections appear when the conversation produced them: blockers, commitments, feedback, ideas, or key takeaways. There is no template to pick.
Summary points reference the transcript moments they came from, so you can check any claim against what was actually said. Each summary also carries a small sentiment tag.
Action items
Epilude extracts action items only from what was agreed out loud:
- Owner: the name spoken in the meeting. When no name was said, the item is assigned to your side or theirs.
- Due date: only when a date was spoken. "By Friday" is resolved into a real date using the meeting's date. Epilude never invents a deadline.
- Reference: a pointer back to the transcript moment where the item came up.
Check items off as they get done.
Edit the notes
Open a meeting to change the title, the overview, any summary bullet, and the owner or due date of any action item. Changes also update the meeting's Markdown file on disk.
Send a follow-up email
A meeting with a summary or action items can draft its own follow-up. Open the meeting's More menu and choose Copy follow-up email to put the draft on the clipboard, or Open follow-up in Mail to start the message in Mail with the draft filled in.
Where the summary is written
By default the summary is written by Epilude's cloud model, which receives the transcript text, never the audio. On a 16GB+ Apple Silicon Mac, Settings → Models → Meeting summary model offers Local: EP-1 writes the notes on your Mac without sending meeting content to the cloud for this step. This does not change where the audio was transcribed. The on-device notes are noticeably weaker (about 6 in 10 come out ready to send, against about 9 in 10 with the cloud model, and a long meeting takes about 20 minutes), so the cloud model stays the default and the choice is yours. A line under every summary says which model wrote it. On a low battery, Epilude asks before starting an on-device write-up and offers the cloud model for that meeting instead.
Regenerate a summary
Use Regenerate summary or Re-extract action items from the meeting's menu to run the notes again, for example when a summary missed the point. If regeneration fails, the previous summary is kept.
If you have edited the notes or completed actions, open Review update to compare the current note with the proposed replacement. Choose Apply, Keep current, or Copy candidate. An update based on a note or transcript you have since changed cannot replace your newer work; generate another update instead.
Open Versions to restore an earlier note. Epilude keeps the last 20 versions alongside the current note, including your edits before applying a replacement. Completed actions keep their completion when the same task can be matched confidently. Unmatched completed actions remain for review.
A meeting that already has notes is never rewritten on its own. Resume one, record more, and it offers Regenerate notes so that edits you made to the summary are yours to keep or replace.
Find a meeting later
The search field in the meetings list matches titles, the notes you see now, transcripts, your typed notes, and action items. Each result shows a matching excerpt and where it came from; opening it takes you to that section. Earlier versions are not included in library search. For renaming, bulk export, and deleting, see Manage your meeting library.