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Product Requirements Document (PRD): AI-Generated Meeting Summaries & Action Items

1. Document Overview & Objective

1.1 Product Name

Huddle Intelligent Summaries (Internal Codename: Project Cue)

1.2 Target Audience

Engineering Leads, Frontend/Backend Engineers, and Product Designers.

1.3 Objective

Build an automated, post-meeting intelligence feature for Huddle that processes meeting transcripts to extract structured decisions, generate comprehensive summaries, and assign action items to attendees. The feature must account for real-world messy transcript data (speaker errors, uninvited participants) and adhere to strict safety boundaries regarding action item assignments and automated distribution.

1.4 Background & Scenario

Huddle is a video-meeting application currently utilized by 3,000 enterprise and mid-market companies. * Existing Infrastructure: Meetings are automatically recorded and transcribed with basic speaker labeling. Attendee lists are reliably synchronized from the originating calendar invite. * Current State & Pain Point: Users currently rely on manual post-meeting note-taking, leading to dropped tasks, misaligned follow-ups, and fragmented alignment. * Value Proposition: Automating meeting wrap-ups directly inside Huddle saves hours of manual administrative overhead per week⁴, driving higher platform stickiness and daily active use.

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2. Core User Stories & Personas

2.1 Personas

• The Engineering Manager (User): Attends 5–6 back-to-back technical syncs daily. Needs clear, unequivocal records of architectural decisions and precise engineering follow-ups without digging through raw, messy transcripts.
• The Account Executive / Sales Rep (User): Operates on rapid customer cadences. Requires immediate, zero-friction distribution of post-meeting action items to stakeholders without manual typing.
• The Engineering & Design Leads (Builders): Require explicit edge-case handling, system constraints, deterministic UI layouts, and scalable pipeline specs to build and ship the feature efficiently.

2.2 Key User Stories

1. As a meeting participant, I want Huddle to automatically generate a structured summary and action item list the moment a meeting concludes, so I don't have to spend time writing manual recap notes.
2. As an attendee with assigned tasks, I want clear ownership labels on my action items so there is never any ambiguity about who is driving a deliverable.
3. As a sales representative, I want my action items emailed to me automatically as soon as the meeting ends, so I can immediately execute client follow-ups.
4. As a meeting host, I want to review, edit, or override incorrect speaker attributions or bad action assignments before summaries are locked or shared externally.

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3. Detailed Functional Requirements

3.1 Data Inputs & Pre-Processing Pipeline

The AI summarization engine triggers asynchronously via webhook immediately upon meeting termination (`recording.ended`).

• Input A: Transcript with Speaker Labels: Full text payload containing timestamped utterances, text strings, and speaker IDs. Known limitation: Speaker labels suffer from an 8% error rate, primarily caused by cross-talk, overlapping dialogue, or multi-person huddle rooms.
• Input B: Calendar Invite Attendee List: Ground-truth list of officially invited participants (Email, Name, Role).¹ Known limitation: 15% of meetings include an uninvited participant (e.g., ad-hoc joiners via shared link).
• Input C: Meeting Metadata: Duration, title, organization ID, and recording URL.

3.2 Summarization & Extraction Logic (LLM Pipeline)

The backend processing pipeline must execute three logical passes: 1. Meeting Overview Generation: Condense the transcript into a 3–5 sentence executive summary alongside 3 key thematic highlights. 2. Decision Extraction: Isolate explicit agreements, architectural choices, or policy resolutions made during the call. Format as an bulleted list of declarative statements (e.g., "Decided to migrate the primary auth service to OAuth2 by Q3"). 3. Action Item Extraction & Assignment Engine: * Extract explicit tasks, owners, and deadlines. * Crucial Constraint (Safety Guardrail): The engine must never assign an action item to someone who was not present in the meeting. * Resolution Strategy for Uninvited Attendees: If an uninvited participant (who joined without a calendar invite) is identified as the owner of a task, the system must cross-reference their presence against the audio/transcript participant logs. If verified present, they are added to a dynamic "Extended Participants" list for assignment validation. If their identity cannot be verified or they were absent, the task defaults to unassigned or falls back to the meeting host with a UI warning flag².

3.3 Sales Request: Automated Instant Emailing

• Requirement: Sales teams have requested that action items be emailed automatically to their owners the second a meeting ends.
• Product Specification & Guardrail: Due to the 8% speaker label error rate and potential hallucination risks, fully autonomous external emailing on meeting close creates high business risk.
• Implementation Design:
• Implement an Opt-In Workspace Policy configured by organization admins.
• For workspaces with "Auto-Send Sales Recaps" enabled, summaries and assigned action items are dispatched via email to internal organization members immediately upon processing completion.³
• For external participants or non-opt-in workspaces, a 10-minute "Grace Period / Review Window" notification banner appears in the Huddle desktop client, allowing hosts to review and edit assignments before dispatch.

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4. User Experience & Interface (UX/UI) Specifications

4.1 Post-Meeting View (Huddle Web & Desktop App)

Upon meeting conclusion, a new tab labeled "AI Summary" appears alongside the existing "Transcript" and "Recording" tabs within the meeting details drawer.

``` +-------------------------------------------------------------------+ | Huddle Meeting: Q3 Architecture Sync [Share] [Export]| +-------------------------------------------------------------------+ | Tabs: [Overview] [Transcript] [Recording] | |-------------------------------------------------------------------| | EXECUTIVE SUMMARY | | The team reviewed the Q3 scaling bottlenecks. Consensus was | | reached on moving auth infrastructure to OAuth2. Database latency | | issues will be mitigated via Redis caching layers. | | | | KEY DECISIONS | | • Migrate core auth service to OAuth2 by August 15. [Edit] | | • Adopt Redis cluster for session state caching. [Edit] | | | | ACTION ITEMS | | [x] Investigate OAuth2 token expiry edge cases | | Owner: Sarah Jenkins (Calendar Invite) | Due: Next Tuesday | | [ ] Set up staging Redis cluster | | Owner: Unassigned ⚠️ (Verify Attendee) | Due: Friday | | | | [Send Sales Recap Email Now] [Approve & Lock] | +-------------------------------------------------------------------+ ```

4.2 Interactive States & Edge-Case UI Handling

• Unassigned / Unverified Owner State: If the model detects an action item owner who was an uninvited participant or has an ambiguous speaker label, render a yellow warning badge: `⚠️ Unverified Owner — Click to Reassign`.
• Inline Editing: Every decision and action item card features an inline pencil icon allowing hosts or assignees to edit text, change owners via a searchable dropdown of confirmed attendees, or delete hallucinated items.

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5. Technical Architecture & Engineering Guidelines

5.1 Pipeline Flow & Data Schema

1. Webhook Listener: Receives `meeting.ended` event containing metadata and storage URIs.
2. Context Aggregator: Merges calendar invite list (`invitedusers[]`) with actual audio track speaker diarization outputs (`detectedspeakers[]`).
3. LLM Structured Extraction: Prompt engineering optimized for JSON output schema enforcement (using strict JSON mode / function calling):

```json { "meetingid": "string", "summary": "string", "decisions": ["string"], "actionitems": [ { "task": "string", "assigneeemail": "string | null", "assigneename": "string", "isverifiedattendee": boolean, "due_date": "ISO-8601 | null" } ] } ```

5.2 Error Handling & Fallbacks

• Speaker Label Inaccuracy (8% Error Rate): Mitigation via UI feedback loops. If an assignee name has low confidence score (< 0.85) from the diarization model, flag the action item with a review indicator in the UI.
• Uninvited Participant Handling (15% Occurrences): The validation layer must query the roster of active audio streams. If an email is missing from the calendar invite but present in audio metadata, tag them as `guest_participant` and permit assignment only if their voiceprint or explicit self-identification ("Hi, this is Dave from Finance joining late") is logged in the transcript text. Otherwise, fail-safe to unassigned.

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6. Non-Functional Requirements & Constraints

• Latency: Summary generation and database write must complete within < 120 seconds of meeting termination for a standard 45-minute meeting.
• Security & Privacy: Meeting transcripts and summaries must be encrypted at rest (AES-256) and in transit (TLS 1.3). Customer data must never be used to train foundational models across tenant boundaries.
• Reliability: 99.9% pipeline uptime. In the event of an LLM timeout or parsing failure, the system must gracefully fall back to displaying raw transcripts with an error banner stating "AI summary generation delayed. Click to retry."

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7. Metrics & Success Criteria (KPIs)

1. Adoption Rate: % of completed meetings where users view, edit, or export the AI summary (Target: > 40% within 30 days post-launch).
2. Action Item Completion Rate: Increase in marked-complete action items compared to legacy manual workflows.
3. Accuracy & Correction Rate: Frequency of manual edits made to action item owners and speaker assignments (Target: < 5% manual override rate, validating low false-positive rates for uninvited attendee checks).
4. Sales Workflow Efficiency: Reduction in post-call administrative turnaround time reported by enterprise sales teams using the automated email dispatch feature.