AI helps you convert long, unstructured meeting transcripts into organized, professional notes inside your Deal Room. You can use AI to create or refine:
Meeting summaries
Next steps or action items
Key points or decisions
Clarifications and structured rewrites of messy notes
AI works on entire meetings or on specific sections, giving you full control over the output.
Where AI Is Used
In every meeting — whether draft or shared — you can use AI to:
Generate content from an imported transcript
Rewrite or clarify existing notes
Expand or shorten summaries
Create structured next steps
Standardize tone and formatting
AI never publishes changes automatically. All suggestions must be reviewed and approved before they are saved.
How AI Enhances Meeting Notes
1. Create structured summaries
If you import a transcript or add raw notes, AI can generate a clear, concise summary. This helps internal teams and buyers revisit key points without reading the full conversation.
2. Extract clear next steps
AI identifies action items, owners, and follow-ups mentioned in the meeting. This ensures responsibilities are captured and both sides stay aligned.
3. Rewrite and refine
If your notes are rough, incomplete, or written in shorthand, AI can:
Improve clarity
Remove filler
Standardize tone
Add structure (bullets, headings, sections)
4. Work section-by-section
You can apply AI to only the parts you want to modify:
Only rewrite the Summary
Only regenerate Next Steps
Only clean up a specific paragraph
This keeps the rest of your meeting notes unchanged.
Prompts and Prompt Templates
AI relies on prompts to understand what type of output you want.
Personal prompts
Created by individual users for their own workflow.
Useful for preferred writing style or summary structure.
Shared prompts
Created by admins and visible to everyone in the entity.
Ideal for standardized outputs such as:
Discovery call summary
Technical demo recap
Action item format
Qualification checklist
Go to Settings and Select AI Settings to create your Meetings prompts.
Shared prompts help teams produce consistent meeting documentation.
Reviewing and Publishing AI Results
When you use AI, you will always:
See suggested changes in a modal
Review the differences
Accept or discard the output
AI never updates your notes automatically. You decide what gets saved and published.
What Buyers See
Buyers only see shared meetings.
If you use AI to update a shared meeting, the changes become visible to buyers immediately after publishing.
Buyers cannot:
Edit meeting notes
Modify next steps
Change summaries
They only see the version you approve.
Best Practices
Use transcripts whenever possible — AI produces more accurate output with more context
Use shared prompts for standardized meeting structures
Review AI output before publishing
Update next steps after every important meeting
Use section-by-section editing when refining shared meetings
Summary
AI in Meeting Notes helps you turn conversations into structured, actionable documentation with minimal effort. Whether you import a transcript or add notes manually, AI can summarize discussions, extract next steps, and refine content — while you remain fully in control of what gets published.