On Demand Webinars
Transforming post-meeting workflow: AI-powered summaries in monday.com
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Join us for an extraordinary webinar that will redefine how you manage your leads and clients post-meeting! Witness the future of streamlined productivity as we unveil a groundbreaking integration of OpenAI with monday.com, powered by Make. Imagine this: your meetings, whether through Google Meet, Teams, Zoom or any other platform, are effortlessly recorded, transcribed, and then AI steps in to summarize the key takeaways. Not only that, AI provides actionable suggestions for your next steps, making lead and client nurturing more efficient than ever. Say goodbye to time-consuming administrative tasks and hello to strategic client handling. Secure your spot now and experience the revolution in post-meeting workflow that will elevate your client relationships to new heights!
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Very welcome to tonight's webinar all about our new fantastic product from Omnitas, all about how we can now use AI to summarise your meetings, straight after your meetings and actually put the data into your systems. Your CRM maybe in particular, but it may be your project management system or whatever. So today I'm going to present you with all of that basically so very much welcome. I'm Frederick Kastner. Several of you already know me, uh, on this platform we're on now 23 uh, lovely webinar platform. We have a question section. So if you have any question as we go, please make sure to post them. I will try to answer them as we go. And I promise you already now that I will leave no questions unanswered. So if you have any questions as we go, please do that. So, uh, the agenda for today is we're going to go through why did we develop this? What was the basic pain points that we saw? Uh, how did we form the idea, uh, how does this product actually works? Uh, when is it going to be released? So when, when will we have a finished product? And then we have some advantages and possibilities that we can use. We actually take a look on output that we, uh, actually can generate, uh, with this piece of kit. So basically it took a start with me, um, myself, I'm remarkably good at not being able to do two things at the same time. Um, so having a meeting and taking notes, I'm, I'm personally not very good at that because I try to tend to actually focus on the person in the meeting, or else I will just have my notes in my sketchbook, my iPad, whatever. I'm using to take notes on and not focusing in on the meeting. Uh, or I also happen to have a fairly bad memory, so, it's a good chance especially, you know, today when we tend to end up with back to back meetings. So we're just moving from one meeting into the next. It's hard to also keep all of your the thoughts right in your head. If you don't have the time immediately after a meeting to basically take your notes. So these are some of the pain points, uh, that we had. So basically we were missing key information because we had forgot it. Uh, or we did our notes when it wasn't like fresh. Um, so and this is pains we had as a company and we kind of figured, yeah, maybe other people have it too. So actually, we started to ask around. This was something that many companies, both project organisations and sales organisations, especially, uh, tended to have a problem with. So we we had a thought and we started to formulate our idea. Uh, it's also about also about doing a lot of manual entry of text, which basically you have it in one form and then you need to put something into your CRM. It actually takes a fair bit of time. So if we can save 5 to 10 minutes per meeting, that might be half an hour a day, and that will rack up some some time and that can be better spent on other things. Uh, so the idea was to. Well. The development of AI have basically taken leaps and bounds in terms of what it can do with the large language models. So our thought was, how can we apply this and actually have it as an assistant that can actually help us? Uh, so what we wanted to do was basically have an automatic transcription of, of our meetings. And for me, I'm personally, uh, my native language is not English, as you can probably hear. Uh, it is Swedish. Uh, and that being said, Swedish is a language spoken about roughly, uh, 12 million people in the world. We're not that many. So most of the services that are out there can't cope with Swedish. Uh, even worse, if you happen to be Norwegian and Danish or Finnish or a host of other other languages, and we actually do have, uh, meetings in those as well. So we also wanted something that can actually not only do it in English, uh, and when done in English, it should also be able to cope with weird accents and stuff like that and actually figure it out. Uh, we wanted to be able to summarise. So not only what we've seen so much out there, there are already a number of tools which can transcribe your meetings. But are you really looking for something that's going to transcribe a 1 hour or 2 hour meeting and then read through everything? Probably not. You want something that can, in a good manner, summarise the meeting and bring out the action points from that meeting. So we have our takeaways so I know what I need to do. Uh it should also be able to be customised to, to my to my specifics. So that was the main idea that kind of grew with us. So what did we do? Well. ChatGPT or rather open AI was our choice because they have a lovely service for this, which we can leverage. Uh, of course, since we are make partners, we're going to use make here, just to build this out. So this is actually a system built out on the Mac platform. We have monday.com in there. And that's simply because Monday is our choice when it comes to CRM for a company like us. And of course, it's also a project management tool. So. Yeah, that's why we have monday.com. To be fair here. This system can be, applied to, well, Salesforce, HubSpot, whatever, more or less whatever meeting, uh, software you have to in our case, we have Google Meet as our main one. Um, but we do, uh, fair we have a fair usage of teams and zoom and stuff like that. Uh, so this is actually, multifunctional. So you can use it kind of, dependent on which actually software you have, which is also something we wanted to do. So should, should not only apply to certain things. And also using the OpenAI framework, we can actually do really, really good prompting. So we can actually specify how it should handle our notes and what the output we're looking for, what that should look like. So that was a main part and also why we chose OpenAI. It also has one of the best models out there. So GPT four and now the turbo variant of that, which means it can take in a lot of data, uh, and do a really, really good job of it. There are, of course, uh, other softwares as uh, or other large language models and that can be used. But we have chosen to go with, uh, well, the largest one. So. What we get is basically you have a meeting. As long as you hit record in that meeting, we will fetch the underlying information put into your CRM. The notes from that meeting. The notes is basically what basically happens is that we transcribe your whole meeting, and then we use AI to summarise that one, and we actually use AI to do the, uh, transcribing as well. And this is actually what lends that we actually can work with a lot of different languages and not only English or French, German, the large languages, but we can also work with smaller languages, because the I have come to that point where it can actually handle that. So and we're actually looking of a true to forms are on your screens right now is a true this is a true meeting we had with the client. Uh, I have afterwards anonymized it, of course. So, uh, the software actually gave me the name of the company and the name of the people who were in this meeting. Uh, but this is how it outputs it. So basically, now I've prompted it to output it so look for this actions, take the key points from all of those, and then end off with giving me the action points that needs to be done. This was should we call it a Kick-Off meeting that was being held with a client, which basically can see the action point goes into what are the steps we are going to need to do with this client? So my scenario in make, when it has done this, it puts it straight on to the customer card in my shoes and serum. In my case, that's monday.com. And for all of you Monday fans out there right now, it's being put in as an update on on on the customer. But very soon monday.com will actually open up the API for the emails and activities, and then we can actually put it straight in there. So that will be really, really nice if you use HubSpot or Salesforce or Pipedrive or whatever. We can of course also amend it into those systems. So the thinking here is this hopefully is something that can guarantee better meeting notes. Uh, actually having meeting notes at all, which we know is a problem in many sales organisations and especially giving them put into the CRM system, which also simplifies handovers to further departments down the line, and clear and concise messaging basically. So we always know what we're going to get. And we can also prompt it to, uh, add in. So if we're looking for certain pieces of information which should be in there, we can actually prompt that, uh, in, in the AI as well to look at and highlight that, right now we are in the final stages of our, uh, quality assurance process. So this will be, uh, ready and, uh, well, ready and able. I was about to say for you to, uh, look into further and actually have implemented in your tech stack within just a few weeks time. So if you the you feel that this is something that would be interesting for you, you are, of course, always welcome to reach out to me directly or any one of my colleagues, but also for you that's here tonight in this webinar, we will afterwards send out a link where you can just enter your name and email address in the form and we will, uh, keep you up to date with, uh, the actual release of the product, uh, and as well as the pricing point, which is actually not set right now. As we speak. And for you watching this later on on our own webinar platform or on YouTube. Check the description. I will have made sure that my marketing team has put the same form in there, so you can just click and go. And if you're actually watching this a few weeks from now, yeah, then we'll have a link to to the product. So you can just have a go directly. Uh, I will just check if there's any questions so far. Uh, no, nothing we have not covered, so that's that's good. Uh. So. So what's the benefits here? Well, first and foremost, this is built to, uh, be effective when it comes to time. So save a lot of time. Uh, and it's also a lot, as I already stated, make sure that we actually have the, uh, the notes in there and also that they ascribe to a certain structure, because that will actually make it easier for us when they always are output in a certain format. It's actually easier for us to, to find what we're looking for, because you know how it is. Some of our colleagues, they, uh, write their notes in one way, and others don't do it at all or in a completely different fashion. This will also, uh, harmonise how the meeting notes are put in. And also our thought, at least, is that that will make it simpler. Uh, it's actually. This is easy to integrate with, more or less. I'm not going to say any CRM actually, but more or less any CRM. Uh, all the big ones. Yeah, for sure. If you have a small quirky one, probably, uh, as long as you have an OpenAPI, uh, open API, uh, it should be doable. But if you if you have a small strange theorem, please reach out to me. Anyway, we'll take a look at that and we'll see what we can do. But this is made to be, uh, able to use widely, uh, of course, one of finally, one of the first one who can actually handle a whole host of, uh, languages here at home as we speak, everything from the Scandinavian or the Nordic languages. So basically all of them, uh, to English, uh, we have ended up with French and German as well. So, yeah, there's a few different languages going around. Um, but we always make our notes in English because everyone should be able to understand them. So my English colleagues should be able to understand the notes if I need to hand something over. Hence we have a company language which is, well, bad English. Um, so, uh, this is the nice point as well. Even if I have my meeting in Swedish, which that meeting note that meeting was actually held in Swedish, but it will translate it for me into English. Uh, which is nice. So it's just a one step process. Uh, and basically five minutes or something after I've ended the meeting. Yeah, there's a note in the system. It takes a bit of time because we need to do the transcribing and everything like that. So, uh, it's not that, uh, it takes a few minutes before it's actually shows up in your CRM system. Uh, the main point also, though, is one requirement is that, uh, you need to have your meeting software cloud so it can't be stored down directly to your hard drive. I don't even know if that is a thing, really, but as long as it ends up on some, uh, one driver. SharePoint, if you use Teams or Google Drive, if you use Google Meet, something like that, we're fine. Or even Dropbox. Uh. And also we can actually use this, as you saw on my screen earlier, it had prompted out, uh, the uh, to dos or the action points, but if you have something like Monday, we can actually turn these into actual to do as well. So we can really be on track with everything. Uh, now let's see if we have any questions. No. It's just Viggo writing in the chat. Go, Fredrik! Thank you. Viggo. Uh, fulsome. Full transparency here. Viggo is, uh, one of our project managers and team-mates. And it's actually him and me, um, who have built out most of this. So, uh. Shout out back to Viggo. Uh. Let's see, we have no more questions coming in right now. So with that, it's a nice short little webinar. And right now you can see both my email address and my phone number on the screen. You're more than welcome to reach out to me if you want to know more and have a look at your specific setup, we can take a look up on how this would be to implement for you. And also, we'll make sure to leave you with a form that you can just fill in, and me or one of my colleagues will reach right out to you, uh, and keep you up to date with actual launch. So with that said, uh, thank you so much for coming here today. Joining me for this short little webinar on our new product, uh, which is actually yet to have an get a name. So if you have a great name, uh, suggestion one I'll be happy to take it, but for now, have a very nice evening, morning or afternoon, wherever you are in the world. Thank you. Bye.