Custom insights
Quick navigation
- What are Custom Insights?
- How Custom Insights work
- How to create Custom Insights
- Tips for writing good prompts
- Practical examples
- Benefits of Custom Insights
1. What are Custom Insights?
Sally helps you clearly highlight key information - such as topics, tasks, and decisions - in your standardized meeting summaries.
You can start by selecting a meeting type to ensure the summary automatically highlights the most important details for that type of meeting.
If that still doesn’t capture everything you need, you can take it a step further with Custom Insights - giving Sally direct instructions on what additional information to extract.
This allows you to tailor summaries exactly to your workflow and priorities.
2. How Custom Insights work
With Custom Insights, you can add your own fields to your meeting summaries.
These fields appear below Sally’s standard summary sections and can contain any type of content — such as tickets, customer feedback, or checklists.
In the example below, we created a field called “Custom Insight (Checklist)” and used a prompt to generate a custom checklist.
This is just an example - you have complete freedom in designing your Custom Insights.
How it works:
You provide Sally with a prompt describing what she should extract — and she automatically adds this information to future summaries.
3. How to create Custom Insights
- Open "Settings" in Sally.
- Click "Content Settings".
- Navigate to the "Custom Insights" tab.
- Click "+ Create Insight".
- Follow the 3-step setup in the new window:
① Step 1 – General information
- Give your insight a clear name.
- Select the meeting type it applies to.
- Decide whether this Custom Insight should be organization-wide.
- Example: If you want Sally to highlight customer objections in every qualification call, choose Qualification Call.
- Tip: Start by choosing a meeting type. If that’s not enough, Custom Insights let you extract exactly the details you want.
② Step 2 – Write a prompt
- Describe in plain language what Sally should include in the new section.
- See Tips for writing good prompts.
③ Step 3 – Preview
- Select a past meeting to test your prompt.
- Adjust if necessary and save.
- Your insight will now appear in the Custom Insights overview (you can edit or delete it at any time).
- For every future summary of the selected meeting type, a new Custom Insight section will appear at the bottom.
You can then click “Generate Now” to apply your prompt.
- After loading, you will receive your Custom Insight:
4. Tips for Writing Good Prompts
To get the best results from your prompts, keep the following principles in mind.
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Tip 1: Be specific
The clearer your prompt is, the better Sally can extract the information you want from the conversation.
Try to define clearly:
- What type of information you want (e.g., tasks, decisions, risks)
- What additional details should be included (e.g., responsible person or due date)
❌ Vague Prompt ✅ Precise Prompt List the most important things from the meeting. List all open tasks from the meeting and include the responsible person and the due date (if mentioned). What came out of the discussion? List all decisions made during the meeting and add a short explanation of the context (max. 1 sentence).
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Tip 2: Use simple and clear language
Prompts do not need to be complicated. Clear and simple wording usually works better than long or complex sentences.
The AI often understands short, direct instructions more reliably than complex descriptions.
| ❌ Complicated Prompt | ✅ Clear Prompt |
|---|---|
| Please identify within the meeting summary all potential operational measures or next steps that were discussed or implicitly agreed upon during the conversation. | List all agreed next steps from the meeting. |
| Analyze the conversation flow and extract all customer statements that may indicate requirements, concerns, or wishes regarding the product. | List all customer statements that contain concerns or requests as bullet points. |
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Tip 3: Keep the focus narrow
Ideally, a prompt should focus on one clear task.
If you try to extract too many things at once, the result may become cluttered or difficult to read.
Instead, it is often better to create several separate insights, for example:- Open tasks
- Risks or concerns
- Customer feedback
- Decisions
This keeps your summaries structured and easier to use.
❌ Too Broad Prompt ✅ Focused Prompt List tasks, decisions, risks, and customer feedback from the meeting. List only the open tasks from the meeting as bullet points. Summarize everything from the conversation. List all risks or concerns mentioned during the meeting.
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Tip 4: Define the output format
You can specify how Sally should present the results in the prompt.
For example:
- Bullet points
- Numbered lists
- Tables
- Checklists
If you define the format, the results will be more consistent and easier to reuse.
❌ Unclear Prompt ✅ Prompt with Defined Format List the tasks from the meeting. List all tasks from the meeting as a numbered list and include the responsible person. Show me the tasks from the conversation. Create a table with the columns Task, Responsible Person, and Due Date for all tasks mentioned in the meeting.
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Tip 5: Only extract relevant information
Custom insights are most useful when they focus on important information that appears regularly in meetings.
Only ask for things you actually need on a recurring basis—for example tasks, customer feedback, or risks.
Too many insights can unnecessarily clutter your summaries.
❌ Too General Prompt ✅ Relevant Prompt Collect all information from the meeting. List only the customer feedback from the meeting as bullet points. Extract everything important from the conversation. List all risks or problems mentioned during the meeting.
4.2. Complete Prompt Examples
| ❌ Poor Prompt | ✅ Good Prompt |
|---|---|
| List the most important things from the meeting. | List all open tasks from the meeting. For each task, include the responsible person and—if mentioned—the due date. Format the output as bullet points. |
| Summarize the customer feedback. | List all statements from the customer that contain feedback, requests, or concerns. Format the output as bullet points and, if possible, label them as (Feature request), (Pricing concern), or (Product feedback). |
| What was decided in the meeting? | List all decisions made during the meeting as a numbered list. Each item should include: the decision, a short context (max. 1 sentence), and—if mentioned—the person responsible for implementation. |
5. Practical examples
Example 1 – Well-structured development tickets
Prompt:
Generate development tickets in the following structure:
Ticket ID, Title, Short Description (max. 3 sentences), Responsible Person, Due Date,
Priority (High/Medium/Low), Status (Open/In Progress/Done). Group tickets by responsible person.
Why it’s useful:
Ideal for teams that need actionable tickets directly from meeting discussions. No missing details, no extra work — everything immediately in the right format.
Example 2 – Follow-up email for the customer
Prompt:
Draft a professional follow-up email for the customer that summarizes the meeting in polite business English.
Include: greeting, brief recap of main discussion points,
agreed next steps with deadlines, and a friendly closing with my signature block.
Why it’s useful:
Perfect for account managers or project leads who need a ready-to-send client email. Sally handles tone, structure, and completeness automatically.
Example 3 – Checklist for international colleagues
Prompt:
Create a checklist of all agreed tasks from the meeting and translate it into Spanish.
Keep it short, use bullet points, and start each item with an action verb.
Use DD/MM/YYYY for deadlines.
Why it’s useful:
Great for international teams: colleagues who prefer Spanish get a clean, ready-to-use to-do list — without anyone needing to translate manually.
6. Benefits of Custom Insights
- Save time: Automates repetitive follow-up tasks.
- Stay flexible: Sally shows exactly what you need — without unnecessary clutter.
- Increase productivity: Clear results help you act faster.
- Reduce errors: Standardized automation minimizes human mistakes.
- Improve collaboration: Precise, uniform summaries keep everyone aligned.
With Custom Insights, your meeting summaries become a powerful, tailored tool.
Try it out and experience how easy it becomes to document results, prioritize tasks, and take action immediately.