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 both 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
Customize Prompts and Parameters
Set prompts to instruct the AI agent on what information to extract and summarize. Assign each AI agent to focus on one specific meeting type under add filters.
AI Agent Prompt Library
This library provides a collection of tailored prompts to help your AI agents generate effective and relevant summaries and insights from various types of meetings.
Please note: This library is meant for inspiration. You can use these prompts as a starting point and adapt them to your unique needs, or create entirely new ones.
Meeting Summary Prompts
These prompts are designed to create structured summaries for different meeting types, ensuring that all key information is captured and organized.
Summary for Mail Format
"Summarize the meeting and highlight the most important parts of the meeting as well as our next steps."
Summary for Recruitment
"Generate a concise, structured summary of candidate interviews that captures the most relevant details for the recruitment team. The summary should include:"
Candidate Background: "Key details about the candidate's experience, education, and specific skills relevant to the role."
Role Fit and Competencies: "Summary of the candidate's alignment with required skills and qualifications, highlighting examples of their past achievements or relevant projects."
Behavioral and Cultural Fit: "Observations on the candidate's communication style, personality traits, and responses to culture-fit questions, including any notable insights about work style and adaptability."
Motivations and Career Goals: "Summary of the candidate’s career aspirations, motivation for applying, and alignment with the company's growth path or values."
Key Strengths and Areas for Development: "Highlights of the candidate’s strengths, along with any gaps or areas where they may need additional training or support."
Candidate Questions and Concerns: "Record of any questions the candidate asked about the role, team, or company, as well as any potential reservations or dealbreakers."
Overall Impression and Next Steps: "Brief assessment of the candidate's suitability for the role and recommended next steps."
Summary for General Meetings
"Summarize the meeting according to the structure below and clearly account for each point:"
"Small talk"
"What does the customer's organization look like?"
"Clarify what the customer's business looks like, a description of their business operations, i.e. what they do as a company, this in bullet points."
"What people are also interesting to talk to within the customer's organization, please list names."
"What do the needs look like today?"
"What do the needs look like tomorrow/in the future?"
"What are the next steps?"
"Was a meeting booked?"
Summary for Customer Success Meetings
Usage and Adoption Patterns: "Discover how customers are using the product, including any underutilized features or requests for additional guidance to get the most value."
Renewal and Retention Signals: "Uncover indicators of dissatisfaction that could influence contract renewals, such as unmet needs, competitor mentions, or repeated issues."
Expansion Opportunities: "Detect signs of potential upsell or cross-sell opportunities, such as customer interest in advanced features, additional licenses, or integration capabilities."
Feedback on New Features: "Gather feedback on recent product updates or newly launched features to understand customer sentiment and any adjustment needs."
Customer Success Metrics: "Identify patterns that correlate with success metrics like time to value, onboarding efficiency, and usage frequency for proactive engagement strategies."
Customer Communication Preferences: "Gain insights on how customers prefer to communicate with Customer Success (e.g., preferred channels, response times, follow-up frequency)."
Summary for Internal Team Meetings
Action Items and Decisions: "Summarize key decisions made and assign action items with clear deadlines and responsible team members."
Challenges and Blockers: "Identify any challenges, roadblocks, or risks discussed during the meeting that could impact project timelines."
Overall Progress: "Provide a high-level overview of the team's progress on current projects and key performance indicators.
Next Steps: "Clearly outline the next steps and the overall plan moving forward."
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).