This guide will help you understand how to use customize the Summary section in AI Workflows (formerly known as AI Studio). Summaries consisting Pre-Meeting Brief, Meeting Summary and Deal Summary features.
We kindly ask you to please follow along to explore how these tools can support your workflow and save valuable time before and after your meetings.
What is AI Workflows?
AI Workflows allows you to customize and automate intelligent summaries for your sales and customer conversations, helping you prepare before meetings and capture key insights after they happen.
You will also find your saved or default email templates along with saved prompts for Ask Sybill in this tab.
Summary Types in AI Workflows
There are three types of summaries you can set up within AI Workflows:
Pre-Meeting Brief – To help you prepare ahead of time
Meeting Summary – To review insights after a meeting
Deal Summary – To track the overall progress of deals
Each summary type is customizable to your needs, with smart defaults provided by Sybill (referred to as Sybill fields).
Pre-Meeting Briefs: Smart Preparation for Every Meeting
The Pre-Meeting Brief provides relevant context for your upcoming meetings, pulled from previous calls, CRM data, and web research.
Default Sybill Fields
By default, each Pre-Meeting Brief includes the following six fields:
Agenda – Overview of meeting objectives
Related Tasks – Any tasks carried over from previous calls
Qualification – MEDDPICC or sales qualification data (only visible for sales meetings)
About the Company – Company description and web-based research
About Participants – Research on meeting attendees
Past Interactions – Summaries of previous meetings with this contact or company
Note: The Qualification field will only appear when the meeting type is set to Sales.
Customization Options
Please feel free to customize your briefs:
Add new fields with your own prompt
Choose which meeting types they apply to (Sales, Customer, Marketing, etc.)
Preview them on the right-hand side for any upcoming meeting
This makes it easy to tailor your preparation to specific contexts.
Meeting Summaries: Capture Insights Post-Meeting
Meeting Summaries help you reflect on recorded calls and gather insights for internal reporting, follow-ups, or coaching.
Default Sybill Fields
Eight default fields are included:
Meeting Outcome
AI Tasks
Conversation Starters
Qualification (only for Sales meetings)
Pain Points (only for Sales or Customer meetings)
Participants
FAQ (only for Discovery, Demo, or Interview calls)
Key Takeaways
Objections
You can add your own fields and define conditions such as meeting type and stage.
Preview in Real-Time
On the right-hand side of the customization view, you can preview any meeting summary using real data. Please select a recent meeting to test your custom configuration.
Custom Field Logic and Conditions
Custom fields work similarly across Pre-Meeting Briefs, Meeting Summaries, and Deal Summaries.
When adding a field, you can:
Define the field title
Write your own AI prompt
Choose which meeting types or deal stages it applies to
Please note that Sybill fields may have certain visibility conditions, as explained above. Custom fields will always follow the conditions you set.
Frequently Asked Questions
1. Can I remove Sybill’s default fields?
Not at the moment. However, please feel free to add your own custom fields and prioritize them in your workflow.
2. Why isn't the Qualification field showing in my Pre-Meeting Brief?
The Qualification field only appears when the meeting type is set to Sales. Please check your calendar invite’s meeting type tag.
3. Can I preview a summary before the meeting happens?
Yes. Please select an upcoming meeting from the right-hand panel to generate a preview.
4. Can I use these features for non-sales teams?
Absolutely. AI Workflows supports a wide range of meeting types such as Marketing, Customer, Product, Engineering, HR, and more.
Troubleshooting Tips
Custom field not showing up
Please double-check the meeting type and conditions set for that field.
Try selecting a different meeting in the preview panel to test the setup.
Preview not loading
Ensure that the selected meeting is an external meeting with participants.
Some previews require call recordings or CRM context.
Qualification or FAQ not visible
Please verify that the meeting type matches the field’s logic:
Qualification: Sales meetings only
FAQ: Discovery, Demo, or Interview within Sales
We hope this guide helps you get the most out of AI Workflows. Please explore, customize, and let the workflows work for you. Should you have any questions, please reach out to our support team.