AI Reports offers a streamlined way to analyze your team's meetings, uncover trends, and drive data-backed decisions. Whether you're a sales leader identifying customer objections, a marketing manager understanding key triggers, or a CS professional tracking feature requests, AI Reports help you optimize your workflows with precision.
How to Create a New AI Report
1. Access AI Reports
Navigate to the AI Reports tab from the top navigation bar in your Demodesk dashboard.
Click on "New AI Report" to start creating your report.
2. Define Your Topic
Enter a Report Topic summarizing the focus of your analysis.
Examples:
"Extract insights from meeting transcripts by highlighting feedback related to product bugs and feature requests, innovative ideas, and customer pain points. Organize the highlighted information into structured categories: "Bugs," "Feature Requests," "Ideas," and "Jobs to Be Done/Pains to Solve." Compile a detailed and actionable report, ensuring each section includes clear descriptions, use cases, user impact, and specific examples to reinforce the insights."
"Go through the meeting transcripts and generate feedback on how to improve sales pitches, including what worked well, any objections, suggestions for improvement, and common questions. Group this feedback into four sections: "Strengths," "Objections and Challenges," "Opportunities for Improvement," and "Frequently Asked Questions." Create a clear report with actionable points, using examples to show what can be improved and what should be repeated in future pitches."
"Review the meeting transcripts and find information about current deals, their status, potential challenges, and expected closing timelines. Organize the details into four sections: "Deals Likely to Close," "At-Risk Deals," "Pipeline Opportunities," and "Action Items." Create a clear report with specific insights, including deal progress, risks to address, and next steps to improve the weekly forecast and drive success."
💡Tip: The more specific your topic, the better your report insights will be.
3. Configure Your Report Scope
Name: Assign a name to your report. We will add a suggestion here for you.
Date: Select the time range of meetings you would like to analyze.
Host: Filter the meetings for specific hosts from your team members or groups.
AI Meeting Category: Focus on specific categories of meetings (Demo, Discovery, Prospecting, or Other).
Meeting Audience: Select Internal, External, or All Meetings.
You can opt to analyze insights from external participants exclusively.
4. Save and Generate the Report
Once all fields are configured, click Save to generate your report.
A message will appear: "Getting your report ready... It may take a few hours to process."
You’ll be notified via email when the report is ready.
Only you can view the reports you generate.
How to Optimize Your Report
Define a Clear Topic
Be specific and detailed. Include exact names, keywords, or concepts to guide the AI.
State your desired insights and specify the report structure (e.g., sections and headers).
Refine the Scope
Use filters like date ranges, team members, and meeting categories to focus on relevant data.
A smaller, targeted dataset ensures faster and more accurate results.
🎯 Precision and relevance are key to generating actionable insights
Editing, Deleting, and Re-Running Reports
Editing Reports
To edit the configuration of an existing report:
Locate the report you want to update.
Click the "..." button in the upper-right corner of the report.
Choose Edit to update the Topic, Name, or Scope of the report.
Re-Running Reports
Need to refresh your report with the latest data? You can do as follows:
Locate the report you want to re-run.
Click on the "Run" button in the upper-right corner of the report.
The report will now be generated based on the latest meetings.
For example, you can set the time range to Last Week and re-run it every Monday for weekly updates.
Note: You cannot modify the report's configuration when using this option.
Deleting Reports
To permanently delete a report:
Locate the report you want to delete.
Click the "..." button next in the upper-right corner of the report.
Select Delete from the menu.
Confirm your choice.
Important: Deleted reports cannot be recovered. Proceed with caution.
5 Tips on how to create the best report
Think about the Goal and Purpose of your report
Before starting with the report configuration, ask yourself:
What decision are you aiming to make with this input?
Why is this report valuable to you?
Ensure the AI has all the necessary information to generate an accurate report.
Remember to include:
Details about your company, product, or service.
Any other relevant data or context the AI should use to generate the report.
Write the Topic as Clear Instructions
Frame the topic as if you're giving precise instructions to someone compiling the report. This makes it easier for the AI to deliver the results you expect.
Be Concise and Clear
Avoid unnecessary details. Use straightforward language to convey your requirements effectively.
Refine Your Input
The quality of your report depends on the effort you put into your questions and topic inputs. Take time to refine them. You can use tools like ChatGPT or other large language models (LLMs) to polish and enhance your topic before finalizing.
How AI Reports Drive Success
AI Reports turn meeting data into actionable insights for every team:
Sales: Refine pitches, tackle objections, and improve outreach with reports like "What messaging drives discovery call success?" or "Top objections and how to handle them in demo calls."
Product: Prioritize feature requests and solve recurring pain points with reports such as "Most requested features by clients."
Customer Success: Improve onboarding and save at-risk accounts with insights like "Top challenges new customers face during onboarding."
Marketing: Understand customer behavior and craft campaigns that resonate using reports like "What messaging resonates with prospects in demo calls?".
Get the insights you need to work smarter and achieve more. If you have any questions or need our help with anything, feel free to reach out to us here.