AI Meeting Assistant

AI meeting assistant applications have become incredibly popular and useful for organizations - saving time and effort on repetitive tasks surrounding meetings such as note-taking. But with current solutions, a lot still needs to be done by humans after the notes are created outside of these AI meeting assistant products. That's why integrations with third-party applications can be the differentiator between a simple meeting assistant application, and one that can enable automation in all of the applications your users interact with - CRMs, project management, messaging, and beyond.

Agentic Actions for AI Meeting Assistants

Agentic actions enable your AI meeting assistant product to not just search for answers when a question is prompted, but also perform operations using context from meeting transcriptions and external documents from RAG. In this use case demo, we have built a fully integrated chatbot application that will model an AImeeting assistant user's journey, and showcase how an AI meeting application can:

1. Create and assign followup tasks in Asana

2. Send Slack messages

3. Create or update custom Salesforce objects and fields

Creating tasks in Asana: Integrated with Project Management Software

In our first use case, our application - given a meeting transcript - was able to perform actions in a project management application like Asana. In this use case, we can:

• Allow users to configure their Asana integration, such as selecting their project and team

• Draft an Asana task using context from a meeting transcript

• Assign a teammate to the task

• Create the task in Asana

With Paragon, we used the pre-built Connect Portal UI component to manage Asana's authentication and to surface configuration options to the end-user, such as which Project/Team to create tasks in and a simple workflow handles the task creation logic. Note: Scoping it to a specific Project/Team is optional.

Sending Slack notifications/messages: Integrated with Messaging Applications

In the messaging use case, our AI meeting application was able to use context from the meeting transcript and send messages in Slack. In this example, we highlighted how guardrails can be implemented into an agentic action workflow by using a Human-in-the-Loop (HITL) process on the application side, and how Paragon can can again take care of integration specific details whether it’s Asana or Slack.

Creating/updating records in Salesforce: Integrated with CRMs

In our last use case, we enabled a Salesforce integration that allows users of our meeting assistant application to create custom Salesforce objects. As we know that many organizations have their own custom Salesforce objects, we wanted to make sure users could:

• Map custom fields from their unique Salesforce objects to the schema of our meeting application

• Extrapolate context from the meeting transcript to populate the fields for a Salesforce opportunity

• Create new records as well as update existing records

Revisiting Paragon’s pre-built Connect UI, we allowed our users to configure custom field mappings they may have in their “opportunity” object.

After the desired fields are mapped, we extrapolated information from the meeting transcript to create a Salesforce Opportunity, with the custom fields we wanted.

In our last example, we have a slightly more involved Paragon workflow that maintains data idempotency of our Salesforce objects. The workflow logic checks if the opportunity already exists, and updates the object if so.

Wrapping Up

In this AI meeting assistant demo, we highlighted how integrations can make your application more useful for your users - not only automating meeting transcript summaries and takeaways, but also using meeting context to create tasks, messages, and Salesforce objects. With Paragon, implementing these automation features in your users’ third party applications doesn’t have to be hard.

Integrations can be the differentiator between your application and your competitors; integrations can also open doors for new functionality on your product roadmap. If you’re interested in differentiating and opening these doors, we’d love to have a meeting.