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Voice capture · post-record review · sample

00:47 of speech.
6 structured items.

This is what an advisor sees the moment they stop recording: the raw transcript on the left, and the structured commitments and facts the extractor pulled out of it on the right — each tappable to confirm or swipe to dismiss. Nothing is saved to the client's memory until the advisor says yes.

Auto-save in30s·tap to confirm · swipe to dismiss · long-press to edit
Transcript · heard

What the device caught

  1. 00:00

    Okay — just got out of the Patel meeting. Anand is still anxious about Stripe — he kept circling back to the 35% concentration. We talked about the Roth conversion math and I told him I'd send the rebalance memo by Tuesday April 22nd, that's a hard date.

  2. 00:23

    Priya brought up Anika's Brown tuition — first installment due August. She wants to revisit the 529 contribution rate after we see the Q2 vest. Note for me: pull the 529 statement before next call.

  3. 00:38

    Oh and Sanjay is doing PSAT prep. Anand asked who Mira used for tutoring — I'll text Mira tomorrow.

Browser STT · en-US · advisor's voice only (other speakers were not recorded). Transcript is kept locally and discarded after the extracted entities are confirmed.

Extraction · structured

What the memory layer kept

Commitments

3 extracted
  • YOU

    Send rebalance memo to Anand

    due · Tue Apr 22
    0.86
    @00:13
  • YOU

    Pull Anika's 529 statement before next Patel call

    due · before next call
    0.86
    @00:32
  • YOU

    Text Mira re: PSAT tutor referral for Sanjay

    due · tomorrow
    0.62
    @00:43

Client facts

3 extracted
  • Anand sentiment

    Still anxious about Stripe RSU concentration (~35% NW). Circled back to it.

    0.86
    @00:04
  • Anika · tuition

    Brown — first installment due August. Priya wants 529 contribution rate revisit after Q2 vest.

    0.86
    @00:23
  • Sanjay · prep

    PSAT prep underway. Tutor referral request open.

    0.62
    @00:38

Every commitment and every fact carries a transcript timecode. If the extractor cannot bind a candidate to a timecode, the candidate is dropped. The renderer above will not show you a commitment that did not appear in the transcript — even if a model wanted it to.

About this capture

In production: 60 seconds soft cap, 90 seconds hard cap, recording auto-attached to the most recently ended external meeting on the advisor's calendar. The post-record review screen above appears on stop — with a 30 second auto-save countdown so a busy advisor can walk away without losing the structured entities.

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