define the schema first
step by step
1
verify the meeting
Confirm the correct meeting, participants, time range, and transcript coverage. fix important names and speaker labels before extracting fields.
2
load the target schema
List the CRM fields that are allowed to change and who may approve them. exclude internal-only notes and fields the meeting cannot support.
3
extract a proposed record
Create a table with current value if known, proposed value, source moment, and confidence. leave unsupported fields blank.
4
distinguish proposal from acceptance
A quoted price, suggested timeline, or possible next step is not an agreement. preserve the exact evidence state.
5
check duplicates and later context
Search the CRM for the contact, company, and open deal. check for a later email or meeting that changed the outcome.
6
review the delta
Approve each changed field, especially stage, owner, amount, close date, and next action. remove private transcript detail.
7
write after approval
Apply the approved changes through the CRM UI or connection, then read back the saved record. keep the extraction artifact for traceability if policy allows.
extraction prompt
use meeting follow-up first when transcript quality or action items still need review.