IP Library Granted Patent US 12,587,613
Granted Patent B2
US 12,587,613 · App. 18/454,212 · Granted Mar 24, 2026

System and method for documenting and controlling meetings with labels and automated operations

Inventors: Gerald Malan (Ann Arbor, MI); Lawrence Huston (Ann Arbor, MI); Andrew Mortensen (Ann Arbor, MI); Ranganathan Gopalan (Wayland, MA); Sarah Greenberg (Old Lyme, CT)
Assignee: Advisor360 LLC
H04N7/155H04N7/152
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Quick Facts
Patent No.
US 12,587,613
App. No.
18/454,212
Granted
Mar 24, 2026
Kind
B2
Abstract

A media presentation system includes a page editor enabling embedding into pages of clips referencing portions of a full time-indexed media recording. The pages can be shared with other users with different permissions levels. The media presentation system also allows for labeling and automated operations based on actions and phrased taken or spoken during meetings.

Claims (29)

1 . A method for controlling a meeting, the method comprising:

ingesting a recording of a meeting;

storing in a data store time-indexed media data of the recording of the meeting,

wherein the time-indexed media data comprises multiple data layers each with differing temporal elements;

analyzing the time-indexed media data for commands; and

controlling recording including starting and pausing the recording based on detected commands.

2 . The method of claim 1 , wherein the commands include ending recording of the meeting.

3 . The method of claim 1 , wherein the commands include redacting portions of the recording of the meeting.

4 . The method of claim 1 , wherein the commands include controlling a display of the meeting.

5 . The method of claim 1 , wherein the commands are indicated by a trigger word.

6 . A system for meeting recording and documentation, the system comprising:

a server system including a data store for ingesting time-indexed media data of a meeting and storing the time-indexed media data of the meeting, wherein the time-indexed media data comprises multiple data layers each with differing temporal elements;

a transcription and automation module for analyzing the time-indexed media data for commands; and

the server system controlling recording including starting and pausing the recording based on detected commands.

7 . A method for documenting meetings, the method comprising:

generating a graphical user interface that enables users to author documents and to embed reference data defining referenced portions of time-indexed content from the meetings in the documents wherein the time-indexed content comprises multiple data layers each with differing temporal elements;

displaying transcript text corresponding to the referenced portions; and

analyzing the time-indexed content and adding labels to the documents based on the analysis.

8 . The method of claim 7 , wherein the labels are displayed in association with the transcript text.

9 . The method of claim 7 , wherein the labels indicate action items.

10 . The method of claim 7 , wherein the labels indicate areas of importance.

11 . The method of claim 7 , further comprising enabling search function of the time-indexed content based on the labels.

12 . The method of claim 11 , wherein the search function provides a list of suggested labels to search.

13 . The method of claim 7 , further comprising displaying available labels during the meeting.

14 . The method of claim 7 , further comprising employing labels and/or other embedded information to extract user intent via a large language model (LLM).

15 . The method of claim 14 , wherein the embedded information is used to segment the transcript text.

16 . A system for documenting meetings, the system comprising:

a server system including a data store for ingesting time-indexed media data of a meeting and storing the time-indexed media data of the meeting, wherein the time-indexed media data comprises multiple data layers each with differing temporal elements; and

a transcription and automation module for analyzing the time-indexed media data for commands and analyzing the time-indexed media data and adding labels to transcribed documents of the time-indexed media data based on the analysis.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 26, 2025
From: PARROT AI INC.
To: ADVISOR360 LLC
Reel/Frame 070635/0158 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 28, 2023
From: MALAN, GERALD; HUSTON, LAWRENCE; MORTENSEN, ANDREW; GOPALAN, RANGANATHAN; GREENBERG, SARAH
To: PARROT AI, INC.
Reel/Frame 064715/0572 →
Continuity (2)
Provisional Application 63400070 · Aug 23, 2022
Related Publication 20240073368A1 · Feb 29, 2024
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