> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/meetings/custom-insights/summary-and-next-steps.md).

# Summary and next steps

Use this example to have Cogram draft a summary and next-steps list after each meeting. Copy it as-is, or adjust the prompt to fit your needs.

To set this up, see [Custom Insights](/meetings/custom-insights.md).

{% tabs %}
{% tab title="Custom Insight Prompt" %}
Using the provided transcript of a virtual meeting, first, write a professional executive summary. The summary must be under 50 words and provide a concise overview of the key meeting outcomes. Use the past tense and a professional tone. Then write a concise list of key next steps for the meeting participants with assignees.

Meeting title:\ <mark style="color:blue;">`{{meeting_title}}`</mark>

Invitees:\ <mark style="color:blue;">`{{invitees}}`</mark>

Meeting transcript:\ <mark style="color:blue;">`{{transcript}}`</mark>

Now, first, write a concise, high-quality executive summary based on the meeting transcript, that focuses on key discussions and outcomes. Then write a concise list of the most important next steps with assignees.
{% endtab %}

{% tab title="Example Output" %}
During the meeting, May provided an update on the progress of the teamwork, stating that the structural work is nearly complete despite weather delays. They are adjusting shifts to mitigate further delays. May also mentioned that materials have been sourced for the updated specifications, but there have been quality issues with the new glass. The interior construction is on schedule, with a focus on plumbing and electrical infrastructure. May proposed discussing intricate lighting designs for the communal area and setting up a technical meeting. May reminded Alexander to finalize the landscapes by next Friday. The meeting concluded with plans to reconvene at the same time.

**Next Steps:**

1\. Coordinate a technical meeting to confirm the electrical load capacity for the intricate lighting designs in the communal area on the 125th floor.

* Assignee: Arun Lynn
* Deadline: Coordinate and send time slots for the meeting by end of day Friday

2\. Finalize landscapes to stay on schedule with the outdoor areas.

* Assignee: May Roark (to relay to landscape team)
* Deadline: Provide landscape plans by next Friday
  {% endtab %}
  {% endtabs %}


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.cogram.com/meetings/custom-insights/summary-and-next-steps.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.