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

Check the Demo meeting type

get_meeting_type

Confirms a Demo meeting type exists and the notetaker joins it automatically. Stops if it does not.

Produces:Meeting Type

Set what the demo summary captures

set_meeting_summary_recipe

Every demo summary records the features shown and how the room reacted, questions by category, objections and whether they were handled, technical blockers, whether a decision maker attended, what the buyer asked for next, and the agreed next step. Anything not discussed is marked as such rather than guessed.

Produces:Meeting Summary

Track what demos reveal

Build Dashboard

Most-demoed features, most-common objections, how often a decision maker attends, and what buyers ask for after a demo, split by rep.

Produces:Dashboard

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