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Getting started with Automated Agenda Item Summarization

Getting started with Automated Agenda Item Summarization

Nyota's Agenda Item Summarization feature makes handling conversations, interviews, and sales calls more efficient. This guide walks you through the steps to start using this powerful tool.

Step 1: Prepare Your Agenda

  1. Write up your agenda as you usually would.
  2. If there are specific questions or topics you'd like summarized, include them in your agenda.
  3. You can use both the agenda item title for the main topic and description for additional questions or points to cover.

Step 2: Run your meeting

  1. Run your meeting as you normally would.
  2. Nyota will search your conversations based on semantic similarity, this means Nyota will look for synonyms and other similar terms, so you don't have to repeat the questions or terms exactly as they are in the agenda. (It helps, but you don't have to)

Step 3: Review the meeting notes

  1. Once the meeting ends, review your agenda. Where available, we'll show your original agenda item together with a summarized response.

    2. If the agenda item seems like a question, Nyota will try to answer it briefly

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    If it looks more like a standard agenda item, we will briefly summarize the surrounding area.

  2. Make any adjustments and share with the participants

Step 4: Automate your flow (Optional)

  1. Pro tip: You can use tags in your agenda items to easily distinguish what they're about to make it easier to search them and populate fields in your CRM or Knowledge base.
  2. If you'd like to connect Nyota with HubSpot or other CRM tools, check out the Zapier integration guide.
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Tips and Best Practices

  • Flexible Phrasing: Nyota's semantic search can handle variations in phrasing, so write naturally.
  • Integrate with CRM Tools: Automate your workflow by connecting Nyota with your CRM system, saving you valuable time.
  • Explore and Experiment: Feel free to test different agenda structures to find what works best for your specific needs.

Nyota's Agenda Item Summarization is a robust tool designed to make your conversations more productive. By following this guide, you can start taking advantage of this feature, saving time, and focusing on what matters.