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_typeRetrieve 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.
Set Demo Summary Recipe
set_meeting_summary_recipeConfigure 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.
Build Demo Insights Dashboard
Build DashboardCompose 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.
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