Insights in automations have many use cases, including:
Identifying or extracting information from meetings
Questions
Customer details
Candidate information
Feature requests
Testimonials
Generating outcomes with custom instructions or filling out templates based on what was discussed in a meeting
Follow-up email
Memo
Project proposal
To get started, simply add an insight to an existing or new automation.
Go to Automations.
Select an existing automation or create a new automation.
Add a new insight step.
Choose from one of the templates or enter a name, description, and custom fields (optional) for the insight.
In the description, you can provide specific details and provide an example or a template.
Select Done and save the automation.
Once the automation runs for a meeting, you can open the meeting and view the insights in a separate tab. You can also go to Insights to view all generated insights.