Step

What You Do

Why It Matters

1 · Describe Goal

In the “I want a report that…” field, write a clear objective: “Identify common customer pain points over the last 10 calls”

A precise goal tells the model what to surface and how to structure the output.

2 · Define Scope

Pick Date, Hosts, Meeting category, Audience, and (optional) Advanced filters for meeting name / transcript keywords. You’ll see Selected scope matches X recordings at the bottom.

Tight filters keep results relevant and avoid hitting the 200‑recording cap.

Optional

Tick Only consider segments spoken by external participant to focus purely on customer voice.

Great for feedback or competitor‑mention reports.

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Use Case

Prompt Example

1

Product Feedback Pulse

Aggregate recurring product feedback from Sales & CS calls in the last 60 days. Provide a trends chart.

2

Custom / Bespoke Export

Generate a product‑feedback report and export key findings to CSV for BI analysis.

3

Enablement Material Extraction

Find coaching moments where reps misunderstood objections. Extract quote + timestamp for training slides.

4

Filler‑Word Insights by Team

Compare filler‑word usage across Sales vs. Success teams. Highlight top 3 speakers per team and improvement over time.

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Use Case

Prompt Example

1

Coaching & Performance Reviews

Create a monthly Coaching Report for my AE team: strengths, weaknesses, next‑step compliance.

2

Objection Handling Digest

List the top 5 objections raised in discovery calls last quarter and how reps responded.

3

Competitive Insights

Analyze what customers said about Competitors X and Y in Q3 meetings. Summarize sentiment.

4

Business Review Prep

Generate a QBR brief covering KPIs, blockers, and wins for EMEA region (last 30 days).

5

Talk‑Ratio & Filler‑Word Trends

Chart talk‑to‑listen ratio and filler‑word rate per rep for the past month.

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Use Case

Prompt Example

1

Personal Coaching Snapshot

Summarize my filler‑word usage and missed next‑steps in my last 5 demos.

2

Stakeholder & Objection Tracker

List stakeholder names and main objections mentioned across my last three calls with ACME.

3

Deal Progress Timeline

Build a chronological list of next steps promised by the prospect in deal #DDX‑432.

4

Product Feedback Collector

Aggregate feature requests mentioned in my calls this month.