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MODIFIED Requirements

Requirement: Meeting automation rules support lifecycle triggers

Meeting Assistant SHALL support rule triggers for created, state_transition, speaker_identified, transcript_line, and attendee_added.

An attendee_added trigger MAY filter by equals, contains, or regex against the attendee value being added. equals and contains filters SHALL match case-insensitively.

Meeting Assistant SHALL apply attendee-added transformations before storing attendees added from meeting metadata, accepted recording-prompt metadata, workflow add_attendee steps, screenshot OCR, speaker identity updates, and summarizer add-attendee tools.

Scenario: Attendee added rule filters and transforms a metadata attendee

  • GIVEN a configured rule that triggers on added attendees containing @contoso.com
  • AND the rule sets attendee.name to a display name derived from the added attendee
  • WHEN Meeting Assistant adds attendee Ada Lovelace <ada@contoso.com> from meeting metadata
  • THEN the stored meeting attendee is the transformed attendee name
  • AND the original attendee string is not stored

Requirement: Meeting automation rules support conditions and steps

Meeting Assistant SHALL expose the added attendee name to attendee_added rule conditions and Razor step templates as attendee.name.

The set_property step SHALL support setting attendee.name during attendee_added events.

Rules with an attendee_added trigger SHALL be limited to transforming attendee.name with set_property.

Direct meeting note file writes SHALL NOT emit attendee_added or transform attendee values.

Scenario: Attendee added rules can use regex and Razor

  • GIVEN a configured attendee_added rule with a regex filter over the added attendee
  • WHEN Meeting Assistant adds an attendee matching the regex
  • THEN the rule can set attendee.name with a Razor template using Model.Attendee.Name