Documentation
How Triad turns a meeting transcript into structured intelligence
Use Capture after any partner interaction worth remembering: exec syncs, joint account planning, roadmap reviews, workshops, and working sessions. The input can be a full meeting transcript, Otter or Zoom notes, or bullet notes you typed yourself.
Capture is the primary path for populating Triad. Without it, relationship signals, pipeline context, and AI briefings have little to work with.
Open Capture from the sidebar. Choose the partner and activity date, then paste your narrative into the text area. Click Decompose.
Triad runs the decompose-activity skill against your org's data: candidate accounts, opportunities, projects (implementations), events, and contacts. The output includes an activity summary, motion lens when the partner runs multiple motions, contexts (account, opportunity, or project), and next steps tagged to your org or the partner with owners and due dates.
Nothing is saved until you confirm. The review screen is where you correct mis-linked accounts, add missing participants, or adjust next-step ownership.
When you save, Triad writes the activity, links contexts, and stores the original narrative for audit. The activity appears on the partner's recent activity feed, account rails, and dashboard recency widgets.
Open the saved activity to see structured notes, linked pipeline and projects, and participant list. Transcripts are flagged automatically (`is_transcript`) so Read the Room can recommend analysis on the right material.
From the activity detail page, open Draft follow-up email. Triad generates a message addressed to the right contact with a subject tied to the meeting and a body covering decisions and bilateral next steps.
Copy plain text, copy as HTML, or open in Gmail in one click. The draft is grounded in what was captured — not invented context.
Decompose quality depends on partner and account names already in Triad. Fuzzy names sometimes need manual picks during review.
Very short notes may produce fewer contexts and next steps than a full transcript. That is expected — capture what you have.
Multi-motion partners: if the partner has more than one motion tag, confirm the motion lens on review; it affects how activity rolls up in motion-filtered views.