Add session context
Outcome
Section titled “Outcome”The session has accurate metadata that is stored locally and can be supplied to summary generation.
Prerequisites
Section titled “Prerequisites”- An open session.
- Open the session information drawer from the session workspace.
- Update the Title and Date fields.
- Add each participant separately with the participant field and add control.
- Add concise, factual context in Description, such as the agenda or purpose.
- Select Submit before transcription completes, or Generate Summary after a transcript exists.
Expected result
Section titled “Expected result”The metadata is persisted with the session. When a transcript exists, the drawer’s summary action saves the context and runs the selected summary mode again.
Data boundary
Section titled “Data boundary”In Local Mode, session context is sent to the local Ollama runtime as part of a summary request. With an External API selected, the same context can be included in the configured provider request.
Common problems
Section titled “Common problems”- A change seems to disappear: wait briefly for the automatic save or use the drawer’s bottom action before closing it.
- A regenerated summary ignores a detail: confirm the context is specific and supported by the recording; generated content still needs review.
- Participants look like speaker labels: participants are session metadata, not verified diarization.