Here are some best practices on how to create effective highlights & KPIs so that you can effectively customize how you capture key information from your meetings 👇
Creating Effective Custom Highlights (and KPIs)
Start Simple: Begin with 2-3 key highlights and test them on existing meeting summaries. Use the "Regenerate summary" button in the Summary tab to quickly test different variations.
Simplicity for Accuracy: Keep things simple for maximum accuracy. Refer to examples from pre-defined templates that we provide out of the box.
Concise Titles and Descriptions: Keep highlight titles and descriptions concise. Avoid long text. Use a 2/3 word approach for titles and limit descriptions to 10-15 words.
Find a balance between being too specific or too broad.
"Important topics" is a bad choice for a title. ❌
"Product feedback" is more specific yet broad enough ✅
Title vs description: Give more importance to the title rather than the description.
Avoid Questions: Do not phrase highlights as questions or exclamations.
Distinct Highlights: Try to keep each highlight distinct. Combine similar highlights into one.
Next Steps
Mark items as “Next steps” only if they are specific actions or tasks. Other highlights should provide context or details relevant to the meeting content.