Smart Summaries in Omnibar

Generate a quick summary of what’s happening in a deal across conversations (emails and meetings) on demand. Smart Summaries provide your team with actionable insights to streamline decision-making and equip you with essential context for effective follow-up and collaboration on your deals. All team members can quickly access critical information to drive deals forward.

As a Leader

• Understand Opportunities Better, Faster: Use aggregated opportunity summaries to gain a quick yet comprehensive understanding of each top deal's status, key discussions, and pending actions.
• Oversee Pipeline Effectively: Monitor the health and progress of top opportunities in the pipeline to inform accurate forecasting and strategic planning.
• Plan the Right Next Steps: Leverage insights from summaries to guide team meetings, focusing on critical next steps and strategies for advancing top opportunities.

As a Rep

• Prepare for Client Interactions: Access concise summaries of previous communications to gain context and identify critical points before client meetings or follow-up calls.
• Identify Key Action Items: Utilize insights from opportunity summaries to determine next steps, ensuring timely and relevant follow-ups.

How to Generate Smart Summaries

Generate insights from all the activities (emails and meetings) that happened in a deal, directly from the Omnibar.

1. Choose which type of insights you want (Activity Summary or Next Steps) from the drop-down.

   • Activity Summary (Overview): A high level overview of the key discussions that happened over the last few weeks.

   • Key Next Steps: Top next steps identified across meetings and emails for the deal with the owner names and description
     
     
2. Select Generate Insights.

Summary Sources

Click the provided links to the original sources (emails or call moments) from which the smart summary was generated to review relevant emails and calls.