58 karma · joined February 15, 2016
I agree that there's more that can be done for meetings that heavily rely on visuals. Right now, we save what was screen shared (if recordings are enabled) but the visual component isn't used in generating outcomes. Lots of interesting things that can be done with multimodal models here.
Right now, we provide the following customization levers: custom vocabulary (configurable from Settings → Account) and custom prompts (via insights you can define in workflows). We're also working on adding more control over the verbosity of the notes.
If you're looking to have full control over the outcomes generated, I would also suggest building your solution if the building/maintenance costs make sense. We're focused on providing an out-of-the-box solution that works really well with minimal setup (with customizations available for power users) and providing value beyond just summarization with search, workflow automation, and collaboration features (i.e. sharing, commenting) for teams.
If you do decide to try out Circleback, I'd love to get your thoughts as someone who's very well-informed about this space!
We've also built (and are continuing to build) functionality that goes beyond summarization:
- Integrations that connect with other apps/CRMs to automatically push relevant data after every meeting.
- We can automatically identify and take action on insights you care about. An example I showed in the linked video (https://youtu.be/13NX0QxG5hI?feature=shared&t=144): I have a workflow to identify the customer's industry after every demo call I do. There are some really cool use cases here, especially when combined with integrations, i.e. automatically updating a field in a CRM with the customer's industry, or create a new row in a Notion database. We'll soon be adding schema support for insights so you can have more control over the structure of the insights generated, too.
- AI-powered search across all your meetings: being able to get an answer to a question using the context of your/your team's meetings (regardless of whether they happened on Zoom, Meet, Slack huddles, or in-person) is quite powerful and something we're working on making much better.
We've had some customers request more detailed notes which we've enabled for them on the backend. We have plans to release more self-serve customization around verbosity as there's no one-size-fits-all solution.
Agree on linking notes to the transcript. Citing sources (from the transcript/recording) is something we're introducing to more surface areas in the product.
Right now, speaker identification (and thus everything downstream that depends on that) works better for meetings where Circleback joins the call (compared to those imported) but I wanted to share this anyway.