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September 8, 2025
New Idea

Improve AI Follow Up notes and summary

Related products:CS Timeline & Activity Tracking
  • September 8, 2025
  • 0 replies
  • 38 views

Enhance the current AI Follow-Up functionality to generate richer, more actionable call summary notes. —similar to the capabilities available in Microsoft Teams Premium.

Proposed Enhancements:

  1. Categorize Topics

    • Automatically group discussion points into relevant categories.

    • Provide a structured, easy-to-scan summary rather than a flat transcript-like recap.

  2. Include More Details

    • Add supporting context for each discussion point (who raised the topic, rationale, key data mentioned).

  3. Take note of action items for attendees other than the meeting organizer

    • Include a list of action items for other people other than just the meeting organizer.