In this article, you will learn:
- What are Quick Actions and
- How to use Quick Actions.
What are Quick Actions and why using them?
Quick Actions is an AI-supported feature designed to help you quickly rephrase or translate text within Sherpany. Whether you want to improve clarity or ensure your meeting documentation is accessible to multilingual teams, Quick Actions makes the process simple and efficient—without relying on external tools.
By integrating this feature into Sherpany’s secure infrastructure, we eliminate the need to use third-party cloud services (such as Google Translate, Grammarly, DeepL, or ChatGPT), reducing potential risks to sensitive information. Quick Actions helps you save time, improve collaboration, and maintain confidentiality.
This functionality runs entirely within Sherpany’s secure infrastructure, ensuring your data remains private and compliant with our high security standards. Sensitive meeting information never leaves our protected environment.
How to use Quick Actions?
This feature is currently accessible within the following text fields in Sherpany:
- Purpose of the meeting (in the meeting details tab)
- Agenda item description (in the meeting agenda tab)
- Minutes notes (in the meeting minutes tab)
- Comments on meetings
Information
Sherpany ensures that both the original and AI-generated text are preserved, so you remain in full control of your content.
- Locate the Quick Actions bot icon: In applicable text fields, you’ll see a small bot icon in the top-right corner.
- Open the Quick Actions menu: click on the bot icon to open the Quick Actions menu.
- Choose your action:
- Rephrase your text to improve clarity
- Translate it into English, German, French, or Italian
- Let the AI process your request: once you select an action, the AI processes it. The text field is temporarily locked, preventing further edits during the process.
- Review the results: When the AI completes the action, the rephrased or translated text appears below your original text. You can then:
- Keep the new version
- Modify it
- Delete it
Information
Quick Actions is available to customers with the Copilot Bundle.