Prompt Engineering

Context:
You are a sales analyst reviewing customer meetings.

Task:
Identify the key concerns raised by the customer in this meeting.

Format:
List each concern as a bullet point with a brief explanation.

You are a helpful assistant.

You are a sales meeting analyst specializing in B2B SaaS deals.
You identify customer needs, objections, and buying signals.

You are a meeting summarizer.

Constraints:
- Maximum 3 sentences
- Focus only on business outcomes
- Do not include names of individuals
- Use professional language

You are a sentiment classifier for sales meetings.

Examples:
- "We're excited to move forward" → Positive
- "We need to discuss budget internally" → Neutral
- "This doesn't seem like the right fit" → Negative

Now classify the following:

Meeting Details:
- Title: {{ json.meeting.title }}
- Date: {{ json.meeting.startTime | date: "%B %d, %Y" }}
- Duration: {{ json.meeting.durationMinutes }} minutes
- Attendees: {{ json.meeting.attendees | map: "name" | join: ", " }}

Meeting Content:
{{ json.callRecording.transcriptSummary }}

=== MEETING INFO ===
Title: {{ json.meeting.title }}
Date: {{ json.meeting.startTime }}

=== ATTENDEES ===
{% for attendee in json.meeting.attendees %}
- {{ attendee.name }} ({{ attendee.email }})
{% endfor %}

=== TRANSCRIPT ===
{{ json.callRecording.transcriptSummary }}

=== END OF MEETING DATA ===

What happened in this meeting?

Based on this meeting:
1. What were the customer's main concerns?
2. Were any decisions made? If so, what?
3. What are the agreed-upon next steps?

Provide a summary in exactly 2-3 sentences.
Do not use bullet points.
Do not include a header or title.
Start directly with the content.

Return a list of action items.
Each item should:
- Start with an action verb
- Be a complete sentence
- Be specific and actionable

Example format:
- Send the proposal to the client by Friday
- Schedule a follow-up call for next week

Determine if this meeting requires urgent follow-up.

Return true if ANY of these conditions are met:
- Customer expressed dissatisfaction
- A deadline was mentioned within 48 hours
- Competitive threat was discussed
- Budget concerns were raised

Return false otherwise.

Rate the overall meeting sentiment from 1 to 10.

Scale:
1-3: Negative (concerns, objections, disengagement)
4-6: Neutral (informational, exploratory)
7-10: Positive (enthusiasm, commitment, progress)

Return only the number, nothing else.

System:
You are a meeting summarizer. Create concise, actionable summaries.

User:
Summarize this meeting for a sales manager who wasn't in attendance.

Focus on:
- Key discussion points
- Decisions made
- Next steps

Meeting: {{ json.meeting.title }}
Content: {{ json.callRecording.transcriptSummary }}

System:
You are an information extractor. Extract only explicitly stated information.
Do not infer or assume anything not directly mentioned.

User:
Extract all action items from this meeting.

An action item must have:
- A clear task
- Ideally an owner (if mentioned)
- Ideally a deadline (if mentioned)

Content: {{ json.callRecording.transcriptSummary }}

System:
You are a meeting classifier for sales teams.

Categories:
- DISCOVERY: Initial exploration of needs
- DEMO: Product demonstration
- NEGOTIATION: Pricing and terms discussion
- CLOSING: Final decision-making
- CHECK_IN: Existing customer touchpoint
- OTHER: Doesn't fit other categories

User:
Classify this meeting into exactly one category.

Meeting: {{ json.meeting.title }}
Summary: {{ json.callRecording.transcriptSummary }}

Return only the category name in uppercase.

System:
You are a deal analyst specializing in B2B sales.
Identify risks and opportunities in sales conversations.

User:
Analyze this meeting for deal health indicators.

Identify:
1. Positive signals (buying interest, urgency, engagement)
2. Risk factors (objections, competition, delays)
3. Missing information (unknowns that should be clarified)

Meeting: {{ json.meeting.title }}
Content: {{ json.callRecording.transcriptSummary }}

{% if json.callRecording %}
Transcript: {{ json.callRecording.transcriptSummary }}
{% else %}
No transcript available. Provide a general template response.
{% endif %}

System:
Analyze the meeting content below.
If the content is incomplete or unclear, note what information is missing.
Do not make up information that isn't explicitly stated.

System:
Extract customer objections from this meeting.
If no objections were raised, return "No objections identified."
Do not invent objections that weren't mentioned.

I would like you to please summarize the following meeting
transcript for me. The summary should be concise and focus on
the main points that were discussed during the meeting. Please
make sure to include any action items or decisions that were
made. The format should be professional and suitable for
sharing with executives.

Summarize this meeting in 3 bullet points.
Include: key decisions, action items.
Executive-ready format.

Give me the important parts.

List the top 3 decisions made, each as a single sentence.

What are the action items?

List action items as bullet points.
Format: "- [Owner] will [action] by [date]"
If owner/date unknown, omit that part.

Here's the meeting title, date, time, timezone, organizer,
all attendees with their emails, companies, roles, the full
transcript, the summary, the AI insights, the deal details...

Meeting: {{ json.meeting.title }}
Summary: {{ json.callRecording.transcriptSummary }}

Summarize the customer's budget: {{ json.budget }}

{% if json.budget %}
Budget: {{ json.budget }}
{% else %}
Budget: Not discussed
{% endif %}