Turn every demo call into structured data three teams can use

A demo call generates product feedback, sales coaching material, and deal-progression signal, but only if someone actually extracts it. This customizes the AI summary to pull features shown, questions asked, objections raised, and technical concerns flagged, feeding all three uses at once.

Salesmeeting-notetakerB2BSaaSStandard3 steps3 outputs

Meeting Type Meeting Summary Dashboard

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What it does

Customizes how the AI summarizes demo calls to extract features shown, questions asked, objections raised, technical concerns, and the proposed follow-up, feeding product feedback, sales coaching, and deal-stage progression in parallel.

You get

a structured demo-call summary template

How it works

Confirm Demo Meeting Type

get_meeting_type

Retrieve the Demo meeting type from the meeting taxonomy. Confirm it exists with notetaker autojoin enabled. If absent, halt and direct the user to /meeting-types-taxonomy.

Produces:Meeting Type

Set Demo Summary Recipe

set_meeting_summary_recipe

Configure the AI summary recipe for the Demo meeting type. Extract structured fields: (1) Features Demoed — list of product features shown, with engagement signal per feature (attendee asked questions / silent / pushed back); (2) Questions Asked — list of attendee questions with category (capability, integration, pricing, security, onboarding, other); (3) Objections — list of objections raised verbatim, with category (price/timing/competition/feature-gap/authority/trust) and resolution status (handled/parked/unresolved); (4) Technical Concerns — specific technical questions or blockers (integrations needed, data residency, SSO, compliance); (5) Decision-Maker Signal — was a decision-maker on the call, were they engaged; (6) Follow-up Requested — what attendee asked for (case study, trial, technical demo, custom proposal, references); (7) Next Step — what was agreed. Use 'not_discussed' for missing fields rather than guessing.

Produces:Meeting Summary

Build Demo Insights Dashboard

Build Dashboard

Compose a demo insights dashboard reading from structured summaries: top 10 features by demo frequency (which features sell themselves vs. need more pitch); top 10 objections by frequency (objection-handling content priorities); decision-maker attendance rate (low % = multi-threading problem); follow-up-requested distribution (what does the market actually want); and most-asked technical concern categories (product / engineering input). Group by rep and time period.

Produces:Dashboard

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