Advanced Features

Unlock the full potential of the platform with advanced features designed to streamline your workflow, automate repetitive tasks, and gain deeper insights from your meeting data.

Advanced Features Best Practices

Search & Filtering Tips

• Use Saved Searches: Save frequently used search queries
• Combine Filters: Use multiple filters for precise results
• Use Keyboard Shortcuts: Speed up your workflow with shortcuts
• Search Transcripts: Don't forget to search within transcript content

Bulk Operations Tips

• Select Carefully: Double-check selections before bulk actions
• Use Filters First: Filter items before selecting to avoid mistakes
• Start Small: Test bulk operations on a small set first
• Review Confirmations: Always review confirmation dialogs

Export & Download Tips

• Choose Right Format: Select format based on your use case
• Batch Export: Use batch export for multiple items
• Schedule Reports: Automate regular report generation
• Optimize File Size: Consider compressed downloads for large files

Analytics & Reporting Tips

• Regular Reviews: Review analytics regularly to identify trends
• Custom Reports: Create reports tailored to your needs
• Share Insights: Share important insights with your team
• Track KPIs: Focus on metrics that matter to your organization

Automation Tips

• Start Simple: Begin with simple automation rules
• Test Thoroughly: Test workflows before activating
• Monitor Performance: Review automation logs regularly
• Iterate and Improve: Refine rules based on results
• Document Rules: Keep documentation of your automation rules

Next Steps

Now that you've learned about advanced features, explore:

• API & Integrations: Build custom integrations using our API
• Best Practices: Review best practices for optimal platform usage
• Troubleshooting: Learn how to resolve common issues
• Security & Privacy: Understand security features and privacy controls

Need Help?

• Documentation: Browse our comprehensive documentation
• Support: Contact our support team for assistance
• Community: Join our community forum to connect with other users
• API Documentation: Check out our API reference for developers

Happy automating! 🚀