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Field Meeting AI

    Take follow-up actions with Field Meeting AI

    • Updated

    You can quickly perform follow-up actions after creating a note and linking it to a meeting. The content for these actions is drafted by Field Meeting AI based on the meeting overview. You can always edit the content before sending it, so you remain in control.

    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

    • Update your CRM with an AI-drafted event based on the meeting summary
    • Send an AI-drafted follow-up email

    You need this to succeed

    • Access to the Showpad Web App or iOS App
    • Field Meeting AI enabled by your administrator
    • At least one note captured and linked to a meeting
    • For CRM features, an active CRM integration with the meeting related to a CRM record

    Choose your success platform


    iOS
    Web App

    The quick way on the Web App

    1. Navigate to Shares and then Meetings.
    2. Click the relevant meeting to open the overview.
    3. In the Field Meeting AI sidebar, choose to Update the CRM or Send a follow-up email.
    4. Review, edit, and send the AI-generated content.

    Do this step by step

    To streamline your post-meeting workflow, use Field Meeting AI to edit and send AI-drafted CRM updates and follow-up emails directly from your meeting overview.

    1. Navigate to Shares and then Meetings.
    2. Click the relevant meeting to open the meeting overview.
    3. In the Field Meeting AI sidebar, you'll find suggested follow-up actions.

      • Update the CRM (Salesforce only): You can edit and send an update based on the meeting overview. This will be logged in Salesforce as a new Event or Task, or according to any custom natural-language instructions for the AI agent. It will be linked to the CRM record, such as an Account or Opportunity, that you related the meeting to. The Description field in Salesforce will include the meeting summary, the assets presented, the contacts, and any related records created and/or linked.
         

        1. To edit the update, click the pencil icon, update the fields, then click Save changes.
        2. Click Update now to send the update to your CRM.

        Note: Depending on the option enabled by your Showpad administrator (Tasks or Events), you can select between capturing the meeting in the CRM as an Event, a Task, or according to any custom natural-language instructions for the AI agent. These instructions can reference any object or field available in your Salesforce instance, e.g., "log events by filling the custom Event Custom Short Notes field on the My Event Capturing Object."

      • Send a follow-up email: You can edit and send a follow-up email. This draft is generated from the meeting overview. It will also include any content from your Showpad instance presented during the meeting. This can be sent as an Email Share, allowing you to track engagement.

        1. Click Edit & Send to adjust the Email Share as you like, then click Send. If you decide not to send the Share yet, click X to save your updated draft.

          Note: If your follow-up email doesn't include content or asset attachments, you'll be asked to either add them or continue sending the email without content via your preferred email client.

        2. To copy the message to your preferred messaging client, click Copy.

    The quick way on iOS

    1. Open a meeting that has at least one note linked to it.
    2. Tap the floating Follow-up button.
    3. Select Update CRM or Draft follow-up email.
    4. Review, edit, and send the AI-generated content.

    Do this step by step

    To streamline your post-meeting workflow, use Field Meeting AI to edit and send AI-drafted CRM updates and follow-up emails directly from your meeting overview.

    1. Navigate to the Meetings page.
    2. Tap the relevant meeting to open the meeting overview.
    3. Tap the floating Follow-up button to view suggested actions from Field Meeting AI:
      • Update CRM: Edit and send an update based on the meeting overview. This will be logged as a new Activity Event in Salesforce. It will be linked to the CRM record, like an Account or Opportunity, that you related the meeting to.
        1. To edit the event, tap the edit icon, update the fields, then tap Save changes.
        2. Tap Update now to send the update to your CRM.
      • Draft follow-up email: Edit and send a follow-up email. This draft is generated from the meeting overview. It will also include any content from your Showpad instance presented during the meeting. This can be sent as an Email Share, allowing you to track engagement.
        1. Tap Edit & Send to adjust the Email Share as you like, then tap Send. If you decide not to send the Share yet, tap Cancel. Select if you would like to Save, Discard, or Keep Editing the draft.

    Tip: To see follow-up actions, link at least one note to the meeting. Also, relate the meeting to a CRM record.

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