AI Content Generation

[Meeting Ended] → [Load Meeting] → [AI: Generate Email] → [Email Send]

You are a professional business writer crafting follow-up emails after sales meetings.

Guidelines:
- Professional but warm tone
- Reference specific discussion points
- Include clear next steps
- Keep under 200 words
- No generic phrases like "It was great meeting you"

Structure:
1. Brief reference to the meeting topic
2. Key takeaways or decisions
3. Specific next steps with timeline
4. Clear call to action

Write a follow-up email for this meeting:

Meeting: {{ json.meeting.title }}
Date: {{ json.meeting.startTime | date: "%B %d, %Y" }}
Duration: {{ json.meeting.durationMinutes }} minutes

Our Team: {% for a in json.meeting.attendees %}{% if a.internal %}{{ a.name }}{% unless forloop.last %}, {% endunless %}{% endif %}{% endfor %}

Their Team: {% for a in json.meeting.attendees %}{% unless a.internal %}{{ a.name }} ({{ a.title }}){% unless forloop.last %}, {% endunless %}{% endunless %}{% endfor %}

Summary:
{{ json.callRecording.transcriptSummary }}

Write the email body only (no subject line).

Generate a professional email subject line for this follow-up email.
Maximum 60 characters. No quotes around the subject.

Email content:
{{ steps.emailBody.value }}

[Meeting Starting] → [Load Meeting] → [AI Agent: Research] → [Slack Brief]

You are a sales research assistant preparing meeting briefs.

You have access to:
- search: Search deal room documents
- open: Read specific documents
- web_search: Search the web

Create a comprehensive brief including:
1. Company Overview (from web search)
2. Recent News (from web search)
3. Deal Context (from deal room documents)
4. Talking Points (synthesized recommendations)

Be thorough but concise. Include only verified information.

Prepare a meeting brief for:

Meeting: {{ json.meeting.title }}
Time: {{ json.meeting.startTime | date: "%B %d at %I:%M %p" }}

External Attendees:
{% for a in json.meeting.attendees %}{% unless a.internal %}
- {{ a.name }} ({{ a.title }}) - {{ a.company }}
{% endunless %}{% endfor %}

Research the company and attendees. Search the deal room for relevant context.
Create a brief I can review in 2 minutes.

📋 *Pre-Meeting Brief*
*{{ json.meeting.title }}*
Starting in 15 minutes

{{ json.value }}

_Research compiled by AI Agent_

[Meeting Ended] → [Load] → [Quick Summary] → [Detailed Analysis] → [Action Items] → [Compile & Send]

Summarize this meeting in 2-3 sentences:
{{ json.callRecording.transcriptSummary }}

Provide detailed analysis of this meeting:

1. Key Discussion Points
2. Decisions Made
3. Open Questions
4. Risks or Concerns

Summary:
{{ json.callRecording.transcriptSummary }}

Extract action items as a list.
Format: "[Owner] - [Task] - [Due date if mentioned]"

{{ json.callRecording.transcriptSummary }}

# Meeting Report: {{ json.meeting.title }}

## Quick Summary
{{ steps.quickSummary.value }}

## Detailed Analysis
{{ steps.detailedAnalysis.value }}

## Action Items
{% for item in steps.actionItems.value %}
- {{ item }}
{% endfor %}

---
Generated: {{ "now" | date: "%B %d, %Y at %I:%M %p" }}

Rate meeting complexity from 1-5:
1: Brief check-in, status update
2: Simple discussion, few topics
3: Standard business meeting
4: Complex discussion, multiple stakeholders
5: Strategic, high-stakes, technical depth

{{ json.callRecording.transcriptSummary }}

json.value >= 4  // Complex meeting

This is a complex meeting requiring detailed analysis...

Provide a brief summary of this simple meeting...

❌ "Summarize this meeting"
✅ "Summarize this sales meeting in 3 bullet points focusing on customer needs, objections, and next steps"

✅ Include explicit output format:
"Format your response as:
SUMMARY: [2-3 sentences]
DECISION: [key decision]
NEXT STEPS: [bullet list]"

✅ Few-shot prompting:
"Example output:
SUMMARY: The team reviewed Q4 goals and decided to prioritize enterprise features.
DECISION: Launch enterprise tier in November.
NEXT STEPS:
- Sarah to finalize pricing
- Mike to update roadmap"

✅ {{ json.callRecording.transcriptSummary }}  // ~500-1000 tokens
❌ {{ json.callRecording.transcript }}          // ~10,000-50,000 tokens

✅ Meeting: {{ json.meeting.title }}
   Attendees: {{ json.meeting.attendees | map: "name" | join: ", " }}

❌ {{ json | json }}  // Full JSON dump

[AI Prompt]
    ├── Success → [Use output]
    └── Error → [Fallback message]

Unable to generate AI summary. Please review the meeting manually:
{{ json.meeting.title }}

Generate a draft follow-up email...

Review this email draft and identify:
1. Missing information
2. Unclear language
3. Suggested improvements

Draft:
{{ steps.draft.value }}

Improve this email based on the review feedback:

Original:
{{ steps.draft.value }}

Feedback:
{{ steps.review.value }}

Generate an improved version.

Maximum 3 bullet points.
Each bullet under 20 words.

You MUST include:
- Customer's main concern
- Proposed solution
- Agreed next steps
If any of these weren't discussed, say "Not discussed"

Only include information explicitly stated in the transcript.
Do not infer or assume facts not mentioned.
If unsure, say "unclear from transcript"

Return Type: String List (instead of String)