Customize AI meeting summaries
Out of the box, AI meeting summaries include three sections: key points discussed, action items, and risks. You can modify this structure to better fit your business needs — for example, add new sections, adjust how content is analyzed, or change the email template used to notify meeting participants. To do this, extend the "Meeting Summary" data model, update the relevant AI Skills and business processes, and adjust the email template.
Customization of AI meeting summaries is performed by a no-code developer or by a user that has the "Can manage configuration elements" (CanManageSolution code) operation permission.
Before you begin, make sure that the AI meeting summary feature is enabled. Learn more: Synchronize calendar with Microsoft Exchange and Microsoft 365.
Customizing AI meeting summaries consists of the following steps:
- Extend the "Meeting Summary" object.
- Update the AI Skills.
- Update the business processes.
- Adjust the email template.
Extend the "Meeting Summary" object
The "Meeting Summary" (MeetingSummary code) object stores the generated meeting summary. By default, it includes three fields corresponding to the three summary sections. To add a new section to the summary, add a new field to this object. Learn more: Add a custom object column (developer documentation).
Update the AI Skills
Two AI Skills are responsible for analyzing the transcript and generating the summary content:
- "TranscriptChunkAnalysis" — analyzes chunks of the meeting transcript.
- "Summary composer" — assembles the final summary from the analyzed chunks.
To reflect the new summary structure, update the logic in both AI Skills. Learn more: AI Skill development recommendations.
Update the business processes
The "Generate AI meeting summary from transcript" business process is triggered automatically when a meeting is saved in Creatio. It uses the "TranscriptChunkAnalysis" and "Summary composer" AI Skills to generate the summary and create a meeting summary record. Update this process to handle the new summary structure. Learn more: Business process setup.
Adjust the email template
After the summary is generated, Creatio sends an email notification to internal meeting participants using the "Meeting Summary" email template. Update this template to include the new summary section. Learn more: Work with message templates.
Manage email notifications
After an AI meeting summary is generated, Creatio automatically sends an email notification to all meeting participants who have active Creatio user accounts. As a system administrator, you can unsubscribe specific users from these notifications or disable sending notifications on a user's behalf.
To unsubscribe a user from receiving email notifications with AI meeting summaries, create a new record in the Meeting Summary Email Mute (MeetingSummaryEmailMute code) lookup and specify the contact for whom you want to disable email notifications.
To disable sending email notifications with AI meeting summaries on a user's behalf, enable the DisableEmailNotificationAIMeetingSummary additional feature. This disables sending email notifications for all users on the site. Learn more: Manage an existing additional feature (developers documentation).
See also
Use Creatio.ai for emails and meetings