Automate Meeting Follow-Ups with Configurable AI Skills (Full Transcript)

[00:00:00] Speaker 1: AI skills run on your calls and automatically pull out exactly what you need. A follow-up email after a sales call, a candidate scorecard after an interview, a daily digest of everything your team discussed. In this video, we'll show you how to run AI skills based on your workflows. From your dashboard, click AI Skills. You'll land on the Discover tab. The recommended and most popular skills are listed at the top, used by tens of thousands of teams. Use the drop-down to filter by category. Sales, Recruiting, Marketing, Customer Success, HR, and more. Click any skill to see what it does. Sales Call, for example, organizes key insights from your sales conversations. Pain points, business needs, next steps, everything worth acting on after the call. Hit Try Skill and it runs on your last three meetings right away, so you can see the actual output before committing to it. If it looks good, hit Enable. You can also edit to configure it. At the top are the instructions. This is what tells the skill what to extract from your meetings. You can edit it anytime to fit your needs. Under Schedule, choose when it runs. Per meeting means it runs automatically after each call. Switch it to daily, weekly, or monthly, and it runs across all your meetings on a cadence, useful for trend reports or team digests. Each skill uses one AI credit per meeting it runs on. So a per meeting skill on five calls uses five credits. A weekly skill that summarizes 20 meetings uses 20. You can always check your credit usage and settings. You can set the output as text or a chart and control who can see the results. Under Run Skill On, choose which meetings it applies to. Select Custom, and you can filter by meeting title, host, participants, or meeting type. So your Sales Call skill only runs on actual sales calls, not your internal stand-ups. Connect your tools in the Integrate section, and the output goes straight there after every meeting, into the right pipeline, the right stage, automatically. If you don't find a skill that fits, build your own. Hit Create Skill and describe what you want. The more specific you are, the better the output. Set your schedule and filters, and save. All your enabled skills live in the Active Skills tab. Switch between My Skills and Team Skills, and filter by category, schedule, who created them, or who they're running for. And this is where everything lands, the feed. Every output from every skill shows up here, and just like Active Skills, you can filter by who created the skill, the schedule it runs on, and who it runs for. Here's a follow-up email, drafted automatically after the call. Subject line, body, next steps, ready to send. This one runs per meeting, so every call gets its own email without you lifting a finger. Here's a product feedback skill running on a weekly schedule across all your customer calls. Feature requests, bug reports, recurring themes, all consolidated in one place. Next is a candidate scorecard. Each candidate scored across multiple parameters with a final verdict. That's AI Skills. Automations you can turn on in seconds, or build exactly to your needs.