Guide to Field Meeting AI

Streamline your post-meeting workflow with Field Meeting AI, the intelligent assistant designed for busy sellers. Capture unstructured notes easily via voice, text, or even a photo of a whiteboard. Field Meeting AI then organizes these notes into clear, AI-powered summaries. Unlike standalone AI tools, Field Meeting AI is built directly into Showpad. This enables it to leverage your secure company content and CRM data to provide superior context, enabling instant follow-up actions, such as email drafts and CRM updates.

Record notes in your language

When you add notes in your native language, your AI-powered summaries, CRM updates, and follow-up emails will automatically be in that language.

Please note:

• When multiple languages are detected, the output will be in English.
• The language you choose for Showpad isn't used for the user interface text in the meetings and notes pages yet.
• Supported languages are:

Note: We are committed to providing you with high-quality, secure AI-generated content. See our Generative-AI FAQ to learn about the data privacy and quality controls we use with our AI features.

Key features

• Capture notes on the go using voice, images, or text.
• Automatically structure your thoughts into AI-powered overviews.
• Link notes to meetings for a comprehensive record.
• Instantly draft CRM updates and follow-up emails.
• Seamlessly integrate with your calendar to speed up meeting creation.

You need this to succeed

• Access to the Showpad Web App or iOS App
• Field Meeting AI enabled by your administrator
• For CRM features, an active CRM integration with Showpad

What's on the menu

Learn how to use Field Meeting AI to capture notes, log meetings, generate AI-powered overviews, and simplify your follow-up tasks. Click on the links below to see how to use each aspect of Field Meeting AI:

• Capture a note and view a structured AI overview
  Learn to capture your thoughts via voice, image, or text and let Field Meeting AI transform them into structured overviews.
• Log a meeting in Showpad
  See how to log your customer meetings in Showpad, either manually or by connecting your calendar to sync appointments automatically.
• Use the AI meeting overview generated from your notes
  Discover how Field Meeting AI creates a single, AI-powered overview by consolidating all notes linked to a meeting, giving you a complete record of your engagement.
• Take follow-up actions with Field Meeting AI
  Find out how to use the Field Meeting AI sidebar to perform follow-up actions, such as sending updates to your CRM or sending AI-drafted follow-up emails.