Transcription Workflow Checklist

Use this checklist as a standard operating procedure for repeatable transcript quality.

A reliable workflow checklist includes pre-recording setup, transcript generation, focused review, and distribution standards. Consistency matters more than adding many steps.

Checklist phase 1: setup

Set recording and ownership before the session starts.

  • - Confirm session owner and note reviewer
  • - Confirm recording source and microphone position
  • - Capture meeting context and participant list

Checklist phase 2: output

Validate transcript and publish actionable outputs.

  • - Generate transcript and summary
  • - Review key entities and assigned actions
  • - Store transcript in searchable archive