Can We Customise the Summary Format?
Learn how to customize meeting summary formats using Playbooks, Outdoo AI's workaround feature for creating tailored AI-generated documents that match your specific needs.
You can choose which sections appear in call summary emails and Slack messages, and in what order, in Company Settings > Conversation Capture > Notification Templates. See Custom notifications.
For a fully custom format, use CRM Automation (playbooks) to create AI-generated documents tailored to your specific use cases.
How to use CRM Automation as a workaround
- Open CRM Automation:
- Click CRM Automation in the sidebar.
- Create a new playbook:
- Click Add Playbook and give the playbook a name.
- Define the document structure:
- Under Sections, add a section for each part of the document you need.
- In each section, write the instruction to the AI. Example: "What is the budget or financial resources available to the customer for investing in a solution?"
- Optionally, map a section to a CRM field so the answer is written to your CRM.
- Choose where it goes:
- Under Settings, choose whether results are sent by Email or to Slack.
- Save:
- Click Create Playbook. The playbook then generates a customized AI document after each meeting it applies to.
Here is a walkthrough video for your convenience.
Benefits of using playbooks
- Customizable: tailor summaries to reflect your preferred format and structure
- Automated: streamline the generation of structured meeting notes
- Consistent: maintain uniformity across all customer-facing interactions
Example Use Cases
- Sales Calls: generate summaries highlighting next steps and objections
- Customer Success Meetings: document action items with deadlines and assigned owners
- Product Feedback Sessions: organize feedback into clear categories
Hope this article was helpful. For any queries, please write to support@outdoo.ai