What it does

Use when a user mentions "discovery call summary recipe", "qualification call AI summary", or asks for related help. Customize how the AI summarizes Discovery calls — extracting the qualification framework explicitly (champion, pain, current solution, decision criteria, timeline, budget) so the summary feeds directly into deal qualification scoring.

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 Discovery Meeting Type

get_meeting_type

Retrieve the Discovery meeting type from the project

Produces:Meeting Type

2

Set Discovery Summary Recipe

set_meeting_summary_recipe

Configure the AI summary recipe for the Discovery meeting type. Extract structured fields: (1) Champion — name, title, level of buy-in (high/medium/low/none), explicit quotes showing commitment; (2) Pain — pain statement in prospect

Produces:meeting_summary_recipe

3

Build Discovery Quality Dashboard

Build Dashboard

Compose a Discovery call quality dashboard reading from the structured summaries: % of discovery calls with all 7 fields captured (target: 70%+); breakdown of most-frequently-missed fields (signals coaching opportunities); discoveries with

Produces:Dashboard

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Discovery Call Summary Recipe

What it does

You get

How it works

Confirm Discovery Meeting Type

Set Discovery Summary Recipe

Build Discovery Quality Dashboard

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