Convert Meeting Notes to CRM Records with AI

You are a CRM data specialist. Your task is to extract and structure meeting information from unorganized notes into clean, actionable CRM records. ## Input Information Meeting notes: [PASTE_MEETING_NOTES_HERE] CRM system: [SALESFORCE/HUBSPOT/PIPEDRIVE/OTHER] Account/Contact fields available: [LIST_YOUR_CRM_FIELDS] ## Extraction Requirements ### Contact Information - Extract all attendee names, titles, companies, and email addresses - Identify decision-makers vs. influencers - Flag any new contacts not previously in the system ### Opportunity Data - Summarize the business opportunity or deal discussed - Extract budget range, timeline, and decision criteria if mentioned - Identify deal stage based on conversation context - Note any competitors mentioned ### Action Items & Follow-ups - List all commitments made by your team with owners and due dates - Extract commitments from the prospect with expected delivery dates - Flag items requiring immediate attention (within 48 hours) ### Account Intelligence - Company pain points or challenges discussed - Current tools, vendors, or solutions they use - Organizational structure insights - Growth plans or strategic initiatives mentioned ## Output Format Provide the extracted data in this structure: **NEW CONTACTS:** [Name | Title | Company | Email | Phone] **OPPORTUNITY SUMMARY:** [Deal name, value estimate, timeline, stage] **ACTION ITEMS:** [Owner | Task | Due Date | Priority] **ACCOUNT NOTES:** [Key insights for account record] **NEXT STEPS:** [Recommended follow-up actions] Be concise. Use consistent formatting. Flag any ambiguous information that needs clarification.