Mark opportunity that derives from meetings

Jan 19, 2023

How to mark opportunities

by Vytenis

Marking opportunities

Learn how to mark opportunities.

Start your meeting

Once the meeting has started open the isLucid application (press on add an app in the top right and then press the isLucid icon).

Adding isLucid to meeting

Navigate to transcript

Click on the opportunity tab to the see the transcript.

Creating opportunities

Mark opportunity

Press on the circle to select needed sentence. You can select multiple. After that, press save button.

Mark opportunity that derives from meetings

See created item

Press on a tasks tab to see created opportunity. It appears as a meeting minute.

Created opportunity as a meeting minute

What’s next?

  1. What is an actionable item?
  2. How to integrate Microsoft Planner?
  3. How to integrate Azure DevOps
  4. How to integrate Atlassian Jira

Still have open questions? Ask away!

    Get isLucid for MS Teams and try it out for free : isLucid Download Page
    Or book a demo to get a walkthrough : Book a demo

    September 20, 2020

    Setting up and Registration of the isLucid application

    by Gabby

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