Operating ProcedureExecution layer

Meeting Data Quality Gate (QA)

A checklist with 7 steps: Verify transcription accuracy against the original recording.

By InnovaAI ResearchPublished

checklist

Meeting Data Quality Gate (QA)

  1. 01

    Verify transcription accuracy against the original recording

    Spot-check at least three timestamps per meeting, focusing on names, numbers, and action items. If accuracy falls below 90% for critical client conversations, flag the transcript for manual review.

  2. 02

    Confirm speaker attribution is correct

    Ensure each participant is correctly identified, especially in calls with multiple clients or similar voices. Misattribution can lead to wrong action items being assigned.

  3. 03

    Check that action items are complete and unambiguous

    Each action item should have an owner, a due date, and a clear description. If the AI missed any, add them manually before sharing with the client.

  4. 04

    Validate summary against the meeting objective

    Compare the generated summary with the meeting agenda to ensure all key discussion points and decisions are captured. Omissions can cause misalignment in follow-up work.

  5. 05

    Review for sensitive or confidential content

    Before distributing any transcript or summary, scan for proprietary client information, pricing discussions, or personal data that should not be shared broadly. Redact as needed.

  6. 06

    Confirm integration sync completed successfully

    Check that the meeting data was pushed to your CRM, project management tool, or knowledge base without errors. A failed sync can leave the team without context for follow-ups.

  7. 07

    Archive the raw recording and transcript per retention policy

    Store the original files in a secure location with access controls, and set a deletion date that aligns with client agreements and legal requirements.