Post-meeting automations run after a meeting ends. They are designed to turn raw conversation context into useful follow-up work while the meeting is still fresh.
Le traitement post-réunion produit les résultats de la réunion, comme le résumé, les actions, les Scorecards et les Trackers. L'actualisation intégrée maintient séparément les Frameworks, warnings, le Deal summary et les suggestions CRM.
#Purpose
Use post-meeting automations to summarize conversations, identify action items, draft follow-ups, update meeting-related context, review scorecards, track keywords, assign categories, or coach reps on what happened in the call.
#When it runs
The automation uses the After a meeting ends trigger. Bigmind provides meeting context such as the transcript, meeting context, summary instructions, scorecard context, todos, tracked keywords, categories, custom vocabulary, and user notes.
#Common templates
- Post-meeting follow-up: Summarizes the conversation and proposes follow-up actions.
- Extract action items from a meeting: Pulls commitments from both sides, assigns owners and timelines, and formats them for CRM follow-up.
- Call coaching review: Scores discovery, talk-time balance, objection handling, and next-step clarity after customer calls.
#Recommended setup
- Keep meeting-summary and action-item instructions specific to your sales process.
- Add skills for meeting reflection, follow-up writing, or coaching when the automation should follow a repeatable framework.
- Use Run now with a real meeting to confirm the output before activating it broadly.