Prompts are “instructions for meeting summaries,” while custom fields are “items for integration with CRMs like Salesforce.”
A. Prompts are instructions for summaries, and custom fields are items for CRM integration.
- Prompts: Instructions for meeting summaries. They direct the AI on what content to output and in what format.
- Example: Output in the order of decisions / ToDos / discussion points
- Example: Include assignees and deadlines for each ToDo
- Custom Fields: Define items (input fields) for integration with CRMs like Salesforce.
- Example: Opportunity name, product name, deal stage
Guidelines for Use
- If you want to standardize the appearance and content of summaries → Prompts
- If you want to manage items for integration with CRMs like Salesforce → Custom Fields
