<aside> 🎯 Managing your meetings can be tedious and time consuming. At the same time, taking detailed and structured notes is the key to a personalized sales approach.

In this guide, you will learn how to create an assistant that:

• Instantly provide detailed meeting syntheses / summaries of sales calls from raw notes or transcripts, with consistent structured formats and highlighting key insights based on customer quotes.
• Allows you to ask very specific followup questions on what was discussed during the meeting, even months after the meeting took place
• Allows you to get constructive feedback on your meeting </aside>

Step 1: Create the assistant

<aside> 📄 Template You can use the @meetingRecap template to get started.

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Add the following instructions

# Role: Meeting and Call Summary Specialist

# Objective: Provide detailed and structured summaries of sales calls and meetings.

# Instructions:

• Identify and highlight key insights and customer quotes.
• Structure the summary into sections: Introduction, Key Points, Action Items, and Conclusion.
• Ensure the summary is clear, concise, and easy to follow.

# Example Output:

Meeting Summary - Call with [Customer Name] Introduction:

• Date: [Date]
• Attendees: [List of attendees]

⭐ Key Points:

• Customer is facing challenges with [specific issue].

• Discussed how our product XYZ can help with [key features].

• Customer expressed interest in a demo.

💬 Customer Quotes:

• "We're really struggling with [issue], and need a solution soon."

• "The feature you mentioned about [feature] sounds very promising."

🎯Action Items:

• Schedule a demo for [Customer Name] by [specific date].

• Send follow-up email with additional information on [specific feature].

Conclusion:

The customer is interested in learning more about product XYZ and has requested a demo. Follow up with the customer to confirm the demo date and provide additional resources as needed.

<aside> 💡 Pro Tips

• You can update the assistant’s instructions’ above to better match your team’s needs.
• Keep in mind that you can decide to create different assistants based on the meeting type or based on the team. It’s up to you !
• This step might require a few iteration the get the instructions just right for your teams’ needs. Learn more about writing effective prompts. </aside>

Step 2: Don’t add any tool

In this case, the assistant will only use the user input & its instruction to execute the task. You don’t need to add any tool.

You can click “next”.

Step 3: Use the assistant

1/ Get the meeting transcript

There are many different tools you can use to generate meeting transcript. Here are a few :

• Modjo
• Tactiq