📅Sales Meetings

Ask Dapti about your sales meetings: list them, get structured summaries with action items, and surface patterns across multiple meetings.

Dapti has access to every meeting the AI Note Taker has recorded for your workspace. It can list them, dig into any one of them for a full structured summary, and spot patterns across the whole set. Below are three of the most useful meeting conversations.

For Dapti to see a meeting, the AI Note Taker has to have joined the call. See the AI Note Taker guide to make sure it joins your future meetings automatically.

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List Your Recent Meetings

Ask Dapti for a quick read on what meetings happened recently. Dapti returns a table with every meeting, its date, duration, and a clickable link to the full record.

Try this prompt:

Show me my recent sales meetings.

Every meeting the Note Taker recorded, in one clickable list.

Other meeting-list prompts you can use:

• "What meetings do I have this week?"

• "Show me my meetings from last week"

• "Find meetings with [participant name]"

• "Which of my meetings ran longer than an hour?"

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Get a Full Meeting Summary

Ask Dapti to dig into any specific meeting and return a structured summary with everything that mattered: who was there, what was discussed, what was committed to, and what to do next.

Try this prompt:

Give me a detailed summary of the Sprites Demo meeting and key action items.

Dapti reads the transcript and returns an organized brief with overview, key topics, stakeholders, action items with owners and priorities, AI-generated sales coaching tips, and call insights.

Dapti's structured meeting brief: overview, topics, stakeholders, action items, AI sales tips, and call insights.

Other deep-dive prompts you can use:

• "What were the key takeaways from the [meeting name] call?"

• "Pull all action items from my meeting with [participant]"

• "Who said what during the [meeting name] call?"

• "What objections came up in the [meeting name] meeting?"

The action items Dapti extracts include owner and priority. Use these to feed your task tracker or follow-up email without rewatching the call.

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Surface Patterns Across Meetings

The most powerful question to ask Dapti is across multiple meetings at once: what keeps coming up, where does friction cluster, and what is your team consistently hearing.

Try this prompt:

What are the most common questions or objections coming up across my recent Office Hours meetings?

Dapti clusters questions and objections across multiple meetings and translates them into strategic recommendations.

Other pattern prompts you can use:

• "What product features do customers ask about most often?"

• "What is the most common reason a deal doesn't move forward?"

• "Where are prospects getting confused in my demos?"

• "What are the top three things to fix in our onboarding?"

Patterns are most useful when you have 5 or more meetings to compare. The more recordings Dapti can read, the sharper the cross-meeting insights become.

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Next Steps

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