Trackers streamline the process of organizing and analyzing your meetings by using predefined rules to track important segments of your recordings automatically. Whether you're tracking action items, key decisions, or specific topics, Trackers ensure you can easily find and highlight the parts of your meetings that matter most. This feature is especially useful for teams who need to quickly reference specific segments of their discussions without sifting through entire recordings.
Why Use Trackers?
Efficiency: Automatically track important meeting moments without manual effort.
Organization: Keep your recordings well-organized by categorizing content based on predefined rules.
Accessibility: Quickly find and review critical segments, saving time and enhancing productivity.
The Basics
Setting Up Trackers
Navigate to Settings:
Go to your Grain account settings by clicking on your company logo in the top-left corner and selecting "Workspace Settings" from the dropdown menu.
Access Trackers:
In the settings menu, select the "Trackers" tab. This is where you can manage and configure your Trackers.
Create a New Tracker:
Click the "+ New Tracker" button. Enter a name for your tracker and define the criteria it should use to identify relevant moments in your meetings. This can include keywords and phrases.
Define Rules and Actions:
Set up rules for when the tracker should be applied. You can specify keywords or phrases that trigger the tracker. You can also decide if the tracker should be applied to the internal and or external calls.
Save and Activate:
Once configured, save your tracker. It will be automatically applied to meetings that match the criteria.
Using Trackers
During Meetings:
As Grain records your meeting, it will listen for the criteria you've set up for each Tracker. When it detects a match, it will apply the tracker. You just focus on the meeting and Grain does the rest.
Post-Meeting Review:
After your meeting, you can view the tagged segments by visiting the Trackers tab in the meeting page, or via the Insights tab.
View Trackers in Meeting Recordings
Navigate to the 'Trackers' tab on your meeting recording page. Here you'll see all the trackers in the meeting recording, including the frequency of each one.
Use the filtered view to quickly navigate through discussions and jump to relevant sections within the video or transcript.
Trackers in Grain enhance your ability to swiftly navigate and analyze the topics that matter most in your meetings. With this feature, you can save time and gain insights from your discussions with greater efficiency.
Configuring Trackers
Editing Existing Trackers:
You can edit your Trackers at any time by returning to the "Trackers" settings page found here. Click on the tracker you wish to modify, adjust the criteria or rules, and save your changes.
Deleting Trackers:
If you no longer need a Tracker, you can delete it by selecting the tracker and clicking the "Delete" button. Confirm the deletion to remove the tracker from your account.
