Custom Summaries in Optiverse

Welcome back, Optiverse users! If you’ve been using our meeting assistant for a while, you’re likely familiar with its core functionalities—transcribing, recording, and summarizing your meetings. Today, we’re diving deeper into one powerful feature that can greatly enhance your productivity: Protocols.

What Are Protocols?

Protocols are customizable templates that define how your meeting summaries are structured. Think of them as blueprints for your meeting notes, tailored to specific types of meetings. Whether you’re in sales, HR, or project management, protocols help ensure your summaries capture the most relevant information in the format you prefer.

Predefined Protocols

When you start using Optiverse, you’ll find several predefined protocols created by our team to get you started:

• Default Protocol: Provides a detailed overview of the meeting, lists key topics mentioned, and highlights key action items.
• MEDDIC for Sales: Follows the MEDDIC framework, detailing metrics, economic buyer, decision criteria, decision process, pain points, and competition championing.
• Job Interview Protocol: Tailored for summarizing job interviews.
• Board Meeting Protocol: Ideal for general assemblies requiring meeting minutes.
  

Customizing and Creating Your Own Protocols

While predefined protocols are a great starting point, the real power of Optiverse lies in the ability to create and customize your own protocols. Here’s how you can do it:

1. Navigate to the Protocols Tab: Click the big plus button to start a new protocol.
2. Title and Description: Give your protocol a meaningful title and description. The description is crucial as it provides pre-meeting context for our AI.
3. Define Sections: You can choose from predefined sections or create custom ones. Each section can be text, a bullet point list, or a simple number.

For example:

Predefined Sections

• Short Overview: General summary of the meeting.
• Detailed Overview: In-depth summary of the meeting.
  Key Action Items: Bullet point list of action items.

Custom Sections

Custom sections allow you to tailor your protocols to your specific needs. Here’s how:

1. Create a Section: Click to add a new section.
2. Title and Prompt: Name the section and provide a prompt. The prompt is like giving instructions to your assistant on what to extract.
3. Choose Data Format: Decide whether the output should be text, a bullet point list, or a number.

Setting Default Protocols

You can set a default protocol to be used for all your meetings or choose a specific protocol for each meeting. This can be done in the agent settings on your calendar page.

Post-Processing with Protocols

Even after a meeting has been recorded, you can reprocess it using different protocols to see which one best suits your needs. This flexibility ensures you always get the most relevant and useful summaries.

Integrations and Automation

Optiverse integrates with various platforms, directly or through Zapier. This means you can automatically push your meeting summaries to tools like HubSpot or Notion, enriching your CRM with valuable insights from every meeting. For example, you could have a certain type of protocol that pushes to Hubspot and a different type that pushes to Notion, all automatically, or manually on the recording page through the integration icons after setting it up.

Eliminating AI Hallucinations

One of the standout features of Optiverse is how we eliminate AI hallucinations. Every piece of information in your meeting summary references back to the meeting recording. Click on the target symbol next to any bullet point to jump straight to the corresponding part of the recording.

Summary

To summarize, protocols in Optiverse are a powerful tool to automate and customize your meeting workflows. By leveraging predefined protocols or creating your own, you can ensure your meeting summaries are always relevant and actionable.

• Understand what protocols are.
• Explore predefined protocols.
• Create and customize your own protocols.
• Set default protocols for consistency.
• Reprocess meetings with different protocols as needed.
• Integrate with other platforms to maximize efficiency.
• Trust the accuracy with AI hallucination elimination.

Start exploring protocols today and see how they can transform your meeting management in Optiverse!