The /meeting-notes slash command transforms call transcripts into structured meeting notes, extracting key insights and next steps from your conversations.
How It Works
Type /meeting-notes in the chat input
Paste your transcript - Include the full call transcript
Get structured notes - Receive organized meeting documentation
Share or save - Copy to CRM or share with stakeholders
What Gets Generated
Section | What You Get |
Problem Statement | The core challenge the prospect/customer is facing |
Current State | How they handle things today and what's not working |
Future State | Their desired outcome and success criteria |
Next Steps | Action items with owners and timelines |
Example Workflows
Discovery Call Recap
/meeting-notes [Paste your call transcript here]
Output includes:
Identified pain points and their business impact
Current solution gaps
Buying criteria and decision process
Agreed next steps
Demo Follow-Up
/meeting-notes Here's the transcript from our demo with Acme Corp: [Transcript]
You'll receive:
Features that resonated most
Concerns raised and how they were addressed
Questions to follow up on
Proposal requirements
QBR Summary
/meeting-notes QBR call with customer success - Q4 review [Transcript]
Generates:
Achievements and wins from the period
Areas for improvement
Expansion opportunities identified
Renewal risk factors if any
Best Practices
Use complete transcripts - More context leads to better extraction
Include speaker labels - Helps distinguish prospect vs. your comments
Add meeting context - Mention it's a discovery, demo, or QBR
Review for accuracy - AI extracts what was said, not what was implied
Save key insights - Use "Save to Memory" for important learnings
Tips for Better Results
Remove excessive filler words if your transcript is very long
Include timestamps if you want chronological structure
Specify if you need a specific format (e.g., MEDDIC, BANT)
Ask follow-up questions to expand on specific sections
Handling Different Transcript Sources
Source | Tips |
Gong/Chorus | Export and paste the full transcript |
Zoom | Use the transcript file from recordings |
Manual notes | Paste your detailed notes as-is |
Otter.ai | Copy the transcript directly |
Use Cases by Role
Role | Best Use |
SDR/BDR | Document discovery findings for handoff to AEs |
AE | Create meeting summaries for deal notes and managers |
CSM | Capture customer feedback and success metrics |
Sales Manager | Review team calls for coaching opportunities |