If your organization subscribes to our AI insight feature, you have the option to generate a personalized insight on meetings.
Personalized insights: Summary tailored to your specific goals that users can change for each of their meeting insights. Users can determine what prompts they want to have as part of each insight.
To generate a insight on the meeting of your choice, open a meeting from one of your campaigns.
Personalized Insight
To generate a personal insight, click on the Personal Insight tab. Add, remove, or edit the prompts you would like included in your personal insight and click Create Personal Insight.
A pop up will appear with the credit cost needed to create your personal insight. You can always increase your credits by reaching out to your sales representative.
Once confirmed, you will receive an email when your personal insight has been completed.
Your personal insight will appear next to the meeting for you to review and share.
Insight Prompts
Key Takeaways: Main takeaways from the meeting and top points that you need to know
Meeting Summary: Meeting summary presented in an abstract format. This is great for an executive summary or internal memo.
Detailed Summary: Our most detailed option. This briefing includes the meeting attendees, meeting agenda points and discussions, elected official; and, if applicable, public comments and sentiment, and next next steps.
Quote Pulling: Key quotes from elected officials that you can search for in the meeting.
Competitors: Mentions of your competition.
Sales Insights: Tailored briefing for our government sales users. Identify the key opportunity stakeholder(s), strength of the opportunity, total award, and opportunity close date.
Budget Research: Gain insight into a government's budget creation process and how decision makers assign funding to different departments.
Policy Memo: Focused on providing detailed information in a concise policy memo format. Includes sections on the main takeaways, key speakers, and important decisions.
How to Set Up Your User Profile for AI Insights
Step 1: Click on the avatar in the top right hand corner of the Cloverleaf AI app. Then click on your email address in the DropDown Menu
Step 2: Fill in the information in the "Job Title" and "Industry" sections.
Step 3: Use the plus button to add "Focus Areas" and "Competitors".
Pro Tips:
- Use the same terminology that government officials will say (i.e. Next Generation 911, Next Gen 911, NG 911), avoiding business jargon or technical terms.
- Include different versions of your competitor(s) names (i.e. Coke, Coca Cola, Coca-Cola)