What was happening

If you started a brand-new (blank) meeting note and attached Current trade actions (or a linked transcript), the first click on Refine generated a note without using those attachments. The attachments only showed up after you clicked Refine again.

What we fixed

Attachments on a blank meeting note are included on the first Refine. That means:

• Current trade actions are reflected in the first generated note, not just retries.
• Linked transcripts are used immediately, including when you attach more than one transcript to consolidate into a single note.

Where to find it

1. Go to Meeting Notes
2. Select New blank note
3. Use the Refine bar at the bottom to attach Current trade actions or a transcript, then click Refine