How to Use Custom AI Prompts for Meeting Templates

Meetings are essential for any team but can be time-consuming and sometimes chaotic. Without a well-defined meeting agenda or structure, key points get lost, and valuable time is wasted. This is where AI comes into play. Custom AI prompts can change how you conduct meetings by helping you create effective meeting templates and summarizing key points.

This article will explore the following:

• How to use AI prompts for creating meeting-minute templates
• Provide specific examples for product managers, sales teams, marketers, and engineers
• Show how to make meetings more productive and organized for each role

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How to Use Custom AI Prompts for Meetings

Maximizing meetings starts with having the right tools at your disposal. With AI tools like Tactiq, you can use custom and pre-built AI prompts to create meeting-minute templates that capture and organize meeting notes effectively. Here's how you can use these prompts to enhance your meetings:

Get tailored meeting insights with custom AI prompts

Imagine being able to ask Tactiq AI any question about your meeting and receive important insights instantly. With Tactiq, you can save your prompts and build a personalized AI library tailored to your job and role, all powered by a sophisticated AI model. This way, you always have the right prompts at your fingertips.

Discover hidden insights in meeting transcripts

Submit unlimited custom prompts to unlock specific insights from your meeting transcript. Tactiq will generate a tailored response, making extracting the most important information easier.

Turn meeting insights into anything you want

With Tactiq, you can transform your meeting notes into various formats, such as wiki updates, documentation, follow-up emails, blog posts, and more. AI prompts make it simple to convert raw meeting data into actionable outputs.

Build a catalog of personal prompts

Organize your favorite prompts into customizable libraries. This feature lets you generate the insights you need from any meeting with just one click.

How to create your own AI prompts in Tactiq

Creating your own AI prompts in Tactiq is simple. Follow these steps to tailor meeting outputs to your needs:

1. Install the Tactiq Chrome Extension. Once added to your browser, Tactiq will automatically activate during meetings and transcribe in real-time. Tactiq integrates with Zoom, Google Meet, and Microsoft Teams.
2. After your meeting, go to your list of transcripts, then select a transcript.
3. Write a custom prompt in the text box, then click “Ask” to generate a specific meeting output.

4. Click “Save” to save the AI response as a new prompt. You can also group it in different meeting kits.

5. Under “Meeting kit for a new prompt,” select “Create Meeting Kit.” Write a name for the meeting kit, then hit “Save.”

6. To use this meeting kit, select a meeting from your list of transcripts. Click “View More” and locate the meeting kit. Your new prompt will be applied to all future meeting transcripts in one click.

By following these steps, you can create a system for capturing and organizing your meeting minutes.

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Custom AI Prompts for Product Managers

Product managers ensure the development and success of products. Effective meetings are essential for coordinating with teams, gathering feedback, and making strategic decisions. Create your own AI prompts tailored to your product management needs.

Example Prompts for Product Managers

As a product manager, you can create your AI prompts within Tactiq for your role. By asking specific questions about your meetings, you can discover important insights. Here are some sample prompts you can use as a product manager:

"What are the key discussion points during the product roadmap meeting?"

This prompt captures the main ideas and decisions made regarding the product's future direction. It ensures that everyone is aligned on the next steps and priorities.

"Summarize the customer feedback received and how it impacts our product strategy."

Use this prompt to gather all customer feedback discussed in the meeting and understand its implications. This step is important for making decisions about product adjustments and improvements.

"List the action items and responsibilities assigned during the sprint planning session."

This prompt helps you keep track of all tasks and responsibilities assigned during sprint planning. It ensures accountability and helps your team stay on track with their deliverables.

"Identify any potential risks or obstacles mentioned during the product meeting."

Use this prompt to capture any risks or challenges discussed, helping you proactively address them.

"Outline the key performance indicators (KPIs) agreed upon for the upcoming product launch."

This prompt ensures that all KPIs are clearly documented and understood by the team.

With custom AI prompts, product managers can transform their meetings into tools for driving product success.

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Custom AI Prompts for Sales Teams

Sales teams thrive on clear communication, effective strategy, and timely follow-ups. To ensure every sales meeting is productive and outcomes are actionable, create AI prompts tailored to your sales needs.

Example Prompts for Sales Teams

Sales professionals can create personalized AI prompts within Tactiq to simplify their meetings. By asking Tactiq AI targeted questions, you can gain valuable insights that drive your sales strategy and enhance team performance. Here are some sample prompts you can use for your sales team:

"What are the main points discussed in the sales pipeline review?"

This prompt helps you capture key discussions about the sales pipeline, including potential deals, stages of current opportunities, and any bottlenecks that need addressing.

"Summarize the feedback from clients and prospects shared in the meeting."

Use this prompt to gather and analyze client and prospect feedback. This feedback is essential for refining your sales approach and addressing any concerns or objections effectively.

"List the follow-up actions and assigned responsibilities from the sales meeting."

This prompt ensures that all follow-up actions are documented and responsibilities are clearly assigned, helping your team stay on top of their tasks and follow through on commitments.

"What new sales tactics were proposed in the meeting?"

Use this prompt to document new strategies suggested to enhance the sales process.

"Summarize the performance metrics reviewed and their implications for the sales strategy."

This prompt helps capture the key performance metrics discussed and their impact on future plans.

By using custom AI prompts, sales teams can transform their meetings into productive sessions that drive results. This AI tool helps you capture essential insights, simplify follow-ups, and improve sales performance.

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Custom AI Prompts for Marketers

Marketing teams are always juggling multiple campaigns, strategies, and creative ideas. To ensure that meetings lead to desired outcomes and clear strategies, create your own AI prompts that suit your marketing needs.

Example Prompts for Marketers

Marketers can create personalized AI prompts within Tactiq to tailor their meeting outputs to specific needs. By asking Tactiq AI targeted questions, you can gain valuable insights that drive your marketing efforts and improve collaboration within your team. Here are some sample prompts you can use as a marketer:

"What are the key points discussed in the campaign planning meeting?"

This prompt helps capture all important discussions about upcoming campaigns, including objectives, target audience, strategies, and timelines.

"Summarize the creative ideas and suggestions shared during the brainstorming session."

Use this prompt to gather and document all creative ideas discussed. This will make it easier to evaluate and implement the best ones.

"List the action items and deadlines assigned during the marketing strategy meeting."

This prompt ensures that all tasks and responsibilities are clearly outlined and deadlines are set, helping your team stay organized and on track.

"What marketing channels were discussed for the upcoming campaign?"

Use this prompt to document the channels used to ensure the team is aligned on the strategy.

"List the competitor analysis points mentioned in the meeting."

This prompt helps summarize insights about competitors to inform your marketing strategy.

By using custom AI prompts, marketing teams can turn their meetings into strategic sessions that yield tangible outcomes and propel you closer to your marketing objectives.

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Custom AI Prompts for Engineers

Engineering teams thrive on and set deadlines. Effective meetings are crucial for discussing project progress, addressing technical challenges, and planning future work. With Tactiq, you can create AI prompts tailored to your engineering needs.

Example Prompts for Engineers

Engineers can create personalized AI prompts within Tactiq to tailor their meeting outputs to specific project needs. By asking Tactiq AI targeted questions, you can gain valuable insights that drive your engineering projects forward and improve team collaboration. Here are some sample prompts you can use as an engineer:

"What are the key takeaways discussed in the sprint planning meeting?"

This prompt helps capture all critical discussions about upcoming sprints, including task assignments, timelines, and project goals, ensuring everyone is aligned and ready to start.

"Summarize the technical challenges and solutions proposed during the meeting."

Use this prompt to gather and document all technical challenges discussed and proposed solutions. This summary will make tracking problem-solving efforts and decisions easier.

"List the action items and responsibilities assigned during the project update meeting."

This prompt ensures that all tasks and responsibilities are clearly outlined, helping your team stay organized and focused on their deliverables.

"What are the proposed features and functionalities discussed for the next release?"

Use this prompt to capture detailed discussions on new features and functionalities.

"Summarize the code review feedback and suggested improvements."

This prompt documents feedback from code reviews to ensure continuous improvement.

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Transform Your Meetings with Custom AI Prompts

By using Tactiq’s custom AI prompts, teams across various roles can transform their meetings into highly productive sessions that drive meaningful outcomes.

Whether you're a product manager, sales professional, marketer, or engineer, creating AI prompts allows you to capture essential insights, streamline follow-ups, and enhance overall performance. These tailored prompts ensure your meetings lead to desired outcomes.