Summary and Next Steps

This example Custom Insight allows Cogram to automatically create a summary and next steps for your meetings based on the prompt instructions. You can adjust this prompt to align with your requirements or directly copy and paste it as a new Custom Insight.

For guidance on how to implement this, please see the Sample Custom Insight page.

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: {{meeting_title}}

Invitees: {{invitees}}

Meeting transcript: {{transcript}}

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.

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