AI Event Transcription and Summaries for Quarterly Planning Sessions

Quarterly planning sessions are packed with strategy discussions, updates, forecasting conversations, and decisions that shape the upcoming days yet most of that knowledge disappears as soon as people leave the room. Rozie Synopsis, an award-winning live-event intelligence platform, fixes this by capturing every discussion in real time and turning it into structured insights teams can use to execute confidently all quarter long.

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The Challenge of Capturing & Retaining Insights in Quarterly Planning Sessions

Two men in suits seated on stools having a discussion on stage at the Google Public Sector Summit with a colorful abstract background.

Quarterly planning is intensive by design: teams revisit goals, review performance, and align on next-quarter priorities all within a compressed window. But according to the Forgetting Curve, most people lose new information within hours.

RRozie Synopsis the same platform used to manage complex multi-track AI conference sessions eliminates this by capturing every conversation in real time and turning it into clear, structured deliverables your teams can return to throughout the quarter.

What Is AI Event Transcription & Summarisation?

AI transcription converts spoken content from planning sessions into accurate, speaker-tagged text. AI summarisation then analyses the discussion highlighting themes, decisions, risks, dependencies, and action items.

Leaders

Stay aligned on priorities, decisions, and strategic outcomes.

Functional Teams

Access actionable summaries that clarify goals, owners, and deadlines.

Marketing & Communications

Convert session outputs into internal updates, strategy docs, and executive communication.

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Trusted by global events:

Why Rozie Synopsis Is Valuable for Quarterly Planning Sessions

Knowledge Retention

Revisit strategic discussions, clarifications, and decisions anytime with no dependency on scattered individual notes.

Alignment & Accountability

Clear action items, themes, and owners ensure departments move in the same direction.

Organisational Learning

AI identifies recurring risks, patterns, blockers, and opportunities across quarters.

Content Creation

Produce quarterly recaps, leadership updates, planning documents, and project briefs with minimal effort.

How Rozie Synopsis Works During Leadership Presentations

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Capture Every Session

Connects to meeting room AV or remote setups; captures audio, video, and slides automatically.

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Transcribe Instantly

Real-time AI provides clean, speaker-tagged transcripts accessible to authorised attendees.

Summarise and Analyse

Themes, decisions, risks, dependencies, owners, and action items are extracted automatically.

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Reuse and Share

Build a structured quarterly knowledge hub your teams can return to for execution and review.

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Types of Quarterly Planning Rozie Synopsis Supports

Executive Leadership Planning

Capture strategic discussions, business reviews, and decisions plus the commitments leaders assign for the next 90 days.

Cross-Functional Quarterly Planning

Document product, marketing, sales, and operations sessions with clear owners and follow-through expectations.

Roadmap & Product Planning

Preserve roadmap debates, feature discussions, prioritisation frameworks, and dependencies with summaries that make execution unambiguous.

Team Workshops & Deep-Dives

Record L&D sessions, capability workshops, and brainstorming discussions so teams can revisit insights whenever needed.

After the Planning Session: Your Quarterly Knowledge Hub

Sign at Google Public Sector Summit titled 'Session insights' with instructions to scan a QR code for live insights and session recaps.

Rozie Synopsis turns every transcript, summary, decision, and takeaway into a branded planning hub your teams can access throughout the quarter.

It becomes a single source of truth for decisions, a clear reference point for execution, and a central space where teams can review direction, confirm owners, and stay aligned.

Frequently asked questions

Can Rozie Synopsis manage multi-room or parallel planning sessions?

Yes. Rozie captures audio, video, and slides across multiple rooms simultaneously, producing separate transcripts and summaries for each session.

How quickly are transcripts and summaries available?

Rozie provides real-time transcripts and near-instant summaries perfect for same-day alignment and documentation.

Does Rozie support global planning with multilingual teams?

Absolutely. Rozie offers real-time translation in 20+ languages, making planning inclusive for distributed teams.

Can Rozie outputs be repurposed into quarterly communication assets?

Yes. Transcripts and summaries can easily become quarterly recaps, strategy updates, project briefs, and leadership memos.

Is Rozie suitable for confidential planning discussions?

Yes. Enterprise-grade security, role-based permissions, and private hubs ensure sensitive content stays protected.

Love the product and so pleased with the output, now powered by Gemini! Getting near real time summaries of sessions from our events in user friendly interface that integrates with our event app Whova. Look forward to our continued partnership for future events

Virginia Sharma

Head of Brand and Product Marketing, Google Public Sector

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I have to say that about 20 minutes into the opening presentation, that I realized that the “Speaker Insights” projected on the screen were AI generated. I will go back and refer to some of them. Well done!”

Pascale Batchoun

Speaker, IATA World Data Symposium