Set Up Meeting Summaries:
Navigate to the AI Agents section of the platform and create new agents tailored to your organization's needs.
Choose the Meeting Summary agent to tailor the agent for generating meeting-specific summaries.
By leveraging AI agents to create custom summaries tailored to specific meeting types, organizations can enhance efficiency, improve communication, and drive better outcomes across all teams. Meetric’s platform ensures that each meeting delivers actionable insights, supporting growth and alignment at every level
Benefits of Using Custom Summaries for Unique Meeting Types
Streamlined Follow-Ups:
Generate clear, actionable summaries immediately after meetings, ensuring no critical points are overlooked for booth video meetings and calls.
Custom summaries ensure all meeting notes follow a consistent structure, regardless of the team or individual conducting the meeting.
Time Savings and Productivity:
Automate the summarization process, freeing team members from manual note-taking and allowing them to focus on high-value tasks.
With automated summaries, team members can focus on execution rather than documentation.
By pushing custom summaries into the CRM under the correct company card, organizations benefit from streamlined workflows, improved collaboration, and enhanced customer relationships.
CRM integration transforms raw meeting data into actionable insights that drive efficiency, align teams, and ensure every interaction contributes to business growth
Team and Personalized Insights for Each part of the process:
AI agents adapt to the specific goals of different meeting types, delivering insights tailored to the unique objectives of each discussion.
Clearly defined action items and responsibilities in each summary ensure tasks are assigned and tracked effectively to each meeting type in the process.
How to Use AI Agents to Prompt Custom Summaries
How to Use AI Agents to Prompt Custom Summaries
Customize Prompts and Parameters:
Set prompts to instruct the AI agent on what information to extract and summarize. For example:
For sales calls: Key customer objections, next steps, and decision-maker insights.
For team updates: Action items, progress milestones, and unresolved issues.
For customer onboarding: Completed tasks, customer questions, and follow-up requirements.
Assign each AI agent to focus on one specific meeting type under add filters.
Note: Identify the unique types of meetings your organization conducts (e.g., sales pitches, project updates, customer onboarding, or internal reviews). How to do it, see chapter “meeting types”
Analyze and Review Summaries:
After a meeting, review the tailored summary generated by the AI agent.
Summaries will focus on the predefined structure, ensuring consistency and relevance.
Refine for Accuracy:
Adjust prompts or parameters based on team feedback or evolving needs.
Share with Teams:
Distribute the summaries to relevant stakeholders via the platform or integrate them into existing workflows and tools (e.g., Slack, CRM, or project management systems).