Not everyone needs all the information all the time
Meeting intelligence (MI) workflows will help you share shorter and more relevant meeting summaries with your teams through Slack. This AI-powered feature helps in two key areas:
Deal visibility: After each call, the summary, next steps and coaching notes are sent directly to the deal room channel. This helps sales leaders and managers stay updated on your most important deals, without having to listen to call recordings or wait until their 1:1 with reps.
CRM Hygiene: After each call, reps get notified of the data points that Rattle identified from the call. This info can then be pushed to your CRM in a single click. With MI workflows AE’s can know specific details such as a change in an opportunity stage, new details of a user profile, or a chance to upsell or renew an account.
Before you start, you'll need:
An active Rattle account on any payment plan (thanks Captain Obvious 🫡), with Meeting Intelligence activated.
An integrated video conferencing tool. MI workflows support the list below:
To activate the Create custom objects on Salesforce feature: This allows Rattle to create a custom object called 'Rattle conversations' within Salesforce, which stores insights from call transcripts.
Creating an MI workflow
Navigate to Create workflow
Select Meetings from the main navigation menu on the left. Toggle to the Meeting Intelligence tab, and click Create workflow.
Call it what it is
Name your workflow for what it does, use a descriptive name. eg: Stage 4 Deals update or At risk accounts - CSM push.
Set conditions for Salesforce objects
Choose the Salesforce object from the drop-down menu, and then the applicable cross objects to link with.
For example, set up the workflow to tell the AE if there's a Renewal opportunity taking place within the Strategy stage.
Custom prompts are the real game changer here
Set up to 8 prompts in total:
Default prompts - Meeting notes, Next steps and Meeting minutes are default prompts. This section can contain a minimum of 1 prompt and a maximum of 3.
Custom prompts - Set up to 5 unique custom prompts, these will appear as a thread to your main MI summary.
Customization:
Prioritize prompts - Hold and drag the '=' symbol to prioritize your information. You can attach prompts to the main menu or move them to the thread.
Toggle prompts on and off based on your needs
Send yourself a sample of your custom prompt to test the accuracy. You must have at least 1 call recorded in the last month.
Use message buttons for next steps
Choose if you want message buttons displayed at the end of your summary by toggling them on or off.
You can edit the summary, or view the information directly within Salesforce.
Fine-tune the delivery
Choose exactly to whom and how the summary will be delivered on Slack:
DM or Channels - Sends the summary to the individual, or to a channel
Group DM - Creates a Slack group of the selected people, and sends the summary to the group
Deal rooms - Select deal rooms to send a summary every time a deal-call takes place
Send a Sample message to yourself to preview and tweak the content of the automated summary.
Click on useful tips to learn more about each section.
Additional information
Security: Rattle uses the OpenAI API to process call transcripts and deliver insights to your communication system (Slack) and your CRM. Rattle does not retain any call information or transcripts on its servers. For more detailed information regarding OpenAI's API data usage policies, please refer to the official OpenAI API data usage policy page here.
Field update suggestions: Once enabled, selected recipients will receive alerts containing field update suggestions based on the data points identified during meetings. This feature significantly streamlines data entry and ensures data accuracy.
Select the fields whose values you want to extract from the call transcript.
Optionally, add a prompt to fetch the appropriate value from the transcript.
Choose whether you wish to append the value fetched or overwrite the existing value on the field.
See also: