Skip to main content
Intempt

Demo Call Summary Recipe

Customize how the AI summarizes Demo calls — extract features shown, questions asked, objections raised, technical concerns flagged, and the proposed follow-up — so demo data feeds into product feedback, sales coaching, and deal-stage progression in parallel.

MeetingsB2BSaaSStandard3 steps3 outputs
Run this recipe

What it does

Use when a user mentions "demo call summary recipe", "demo AI summary configuration", or asks for related help. Customize how the AI summarizes Demo calls — extract features shown, questions asked, objections raised, technical concerns flagged, and the proposed follow-up — so demo data feeds into product feedback, sales coaching, and deal-stage progression in parallel.

You get

Meeting Type

Meeting Type produced by this recipe.

meeting_summary_recipe

Meeting Summary Recipe produced by this recipe.

Dashboard

Dashboard produced by this recipe.

How it works

1

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
2

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

Produces:meeting_summary_recipe
3

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

Ready to run this recipe?

Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.

Sign up free

You set the strategy. Agents run the plays.

Nine AI agents across design, marketing, sales, and analytics. One customer context, tracked from first pixel to final dollar.

Start for free
Demo Call Summary Recipe | Intempt Recipe