Meeting Concierge Resources
Find the prompt templates, action plan templates, flows, and Lightning components included with Meeting Concierge. Use this reference when configuring a playbook from scratch or customizing an existing one.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions |
Prompt Templates
Use these prompt templates when configuring playbook cards.
| Card | Prompt Template Name | Description |
|---|---|---|
| Client Summary | Create Annual Review Client Summary | Creates a comprehensive summary brief for annual client reviews, including portfolio performance, key strategic decisions, and relationship history. |
| Client Summary | Create Prospect Client Summary | Creates a comprehensive summary of prospect client meetings, including meeting details, key discussion points, and next steps. |
| Meeting Preparation Brief | Create Annual Review Preparation Brief | Creates a preparation brief for annual client reviews, including financial data, prior interactions, and open items. |
| Meeting Preparation Brief | Create Prospect Preparation Brief | Creates a preparation brief for prospect client meetings, including the client summary and other client data. |
| Meeting Discussion Guide | Create Annual Review Discussion Guide | Creates a discussion guide for annual client meetings, including structured talking points and agenda items based on client context. |
| Meeting Discussion Guide | Create Prospect Discussion Guide | Creates a discussion guide for prospect client meetings, including structured talking points and agenda items based on prospect context. |
| Meeting Follow-Up Summary | Create Annual Review Post Meeting Summary | Creates a post-meeting summary for annual client reviews, including decision points, action items, and next steps from advisor inputs. |
| Meeting Follow-Up Summary | Create Prospect Post Meeting Summary | Creates a post-meeting summary for prospect client meetings, including decision points, action items, and next steps from advisor inputs. |
| Documents | Document Summary Prompt | Clients can upload and manage documents relevant to the meeting, and generates a summary of uploaded meeting documents. |
| Agentforce Actions | Create Annual Review Client Email | Creates a draft email communication for annual client reviews, including meeting recaps
and next steps for existing clients. To send to the client, copy the generated text and paste it into your preferred email client or communication tool. |
| Agentforce Action | Create Prospect Client Email | Creates a draft follow-up email for prospect client communications, including meeting
recaps and next steps. To send to the client, copy the generated text and paste it into your preferred email client or communication tool. |
Prompt Templates (Managed Package)
The managed package includes these prompt templates for the Annual Review playbook.
| Card | Prompt Template Name | Description |
|---|---|---|
| Client Summary | Create Annual Review Client Summary FSC Package | Creates a comprehensive summary brief for annual client reviews, including portfolio performance, key strategic decisions, and relationship history. |
| Meeting Preparation Brief | Create Annual Review Preparation Brief FSC Package | Creates a preparation brief for annual client reviews, including financial data, prior interactions, and open items. |
Action Plan Templates
Use these action plan templates when configuring the Meeting Preparation Tasks and Meeting Follow-Up Tasks cards.
| Card | Action Plan Template Name | Description |
|---|---|---|
| Meeting Preparation Tasks | Annual Review Pre-Meeting Template | Confirm meetings with clients, review and resolve open cases before a meeting, gather and upload supporting documents, and send client meeting reminders. |
| Meeting Preparation Tasks | Prospect Pre-Meeting Template | Confirm meetings, research prospects, upload documents, and send prospect meeting reminders. |
| Meeting Follow-Up Tasks | Annual Review Post Meeting Template | Upload meeting notes, send client summary email, and confirm that action items are assigned. |
| Meeting Follow-Up Tasks | Prospect Post Meeting Template | Upload meeting notes, send prospect follow-up emails, update leads, create action item tasks, and send thank you notes. |
Action Plan Templates (Managed Package)
The managed package does not include action plan templates. To deploy and associate action plan templates, see Set Up Meeting Concierge (Managed Package).
Agentforce Action Card Flows
These flows work with the Agentforce Actions card. You can also use them as starting points for custom flows. Custom flows must be screen flows and accept a MeetingPlaybookStageId input variable of type String.
| Card | Flow Name | Description |
|---|---|---|
| Agentforce Action | Meeting Concierge: Open Lead Record |
Opens the account record related to the meeting playbook. |
| Agentforce Action | Meeting Concierge: Annual Review Create Person Life Event From Meeting Notes |
Creates a Person Life Event record by using details from meeting notes for annual review. |
| Agentforce Action | Meeting Concierge: Annual Review Create and Update Financial Goals |
Updates existing financial goals related to a meeting playbook and creates new goals based on suggestions extracted from the meeting notes for annual review. |
| Agentforce Action | Meeting Concierge: Prospect Create Tasks from Meeting Notes |
Creates task suggestions from meeting notes for prospecting client meetings. Then the user selects task suggestions to create task records. |
| Agentforce Action | Meeting Concierge: Annual Review Create Tasks from Meeting Notes |
Creates task suggestions from meeting notes for annual review. Then the user selects task suggestions to create task records. |
Flows
These flows work with the Meeting Concierge components.
| Flow Name | Description |
|---|---|
| Meeting Concierge: Get Client Details |
Gets the details from post-meeting notes and client overview records, and sends those details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Annual Review Meeting Playbook Stage Discussion Guide |
Gets the annual review details of a meeting playbook stage record and the related client summary and preparation brief records, and then sends those details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Annual Review Client Household Details |
Gets the annual review details of the primary member of the household, their financial accounts, goals, past interactions, life events, and cases and sends those details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Annual Review Post-Meeting Summary |
Gets the annual review details of a meeting playbook stage record and its related stage text and content document records and sends those details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Annual Review Summaries |
Gets the annual review summaries for a prospect from various sources, including the client summary, LinkedIn profile, news or press articles, and referral notes. |
| Meeting Concierge: Get Prospect Client Details |
Gets the details of the post-meeting notes and client overview records and sends those details to the related prompt template as prompt instructions. |
| Meeting Concierge: Get Prospect Client Summary |
Gets the details of a potential new client or lead record, including name, job, and contact information, and sends those details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Prospect Details |
Gets the prospect details of a meeting playbook stage record, the related client summary, and the preparation brief, and sends the details to the associated prompt template as prompt instructions. |
| Meeting Concierge: Generate Prospect Post-Meeting Summary |
Generates a summary of post-meeting notes from meeting playbook details, stages, and advisor inputs for a prospect, and sends the summary to the associated prompt template as prompt instructions. |
| Meeting Concierge: Get Prospect Brief Summary |
Gets the details of a prospect client summary and related document summaries, including LinkedIn profiles, news articles, and referral notes. The flow sends those details to the associated prompt template as prompt instructions. |
Flows (Managed Package)
The managed package includes these flows.
| Type | Flow Name | Description |
|---|---|---|
| Client Summary | Client Summary FSC Package | Retrieves client data for the Client Summary prompt template. |
| Prep Brief | Prep Brief Summary FSC Package | Retrieves client data for the Preparation Brief prompt template. |
| Goals | Periodic Create New Goals Or Update Existing Goals FSC Package | Creates or updates financial goals based on meeting outcomes. |
| Calendar | Create Meeting from Event FSC Package | Scans calendar events and creates meeting playbook records for matching meeting definitions. |
Lightning Components
Add these components to record pages and home pages to show meeting information.
| Name | Description | Supported Pages |
|---|---|---|
| Today’s Meeting | Shows today's meetings as a horizontal list of cards. On Account, Lead, or Contact pages, shows meetings for that record. On the Home page, shows all of today's meetings. | Home page |
| Agentforce Meeting Concierge | Show meeting preparation, in-session, and follow-up content for a meeting record. | Meeting Playbook record page |
| Meeting Highlights | Shows a configurable highlights panel for the current meeting playbook record. | Meeting Playbook record page |
| Upcoming Meetings | Show upcoming meetings for an Account in a vertical card list. Show the closest
upcoming meetings first. For households you'll see all meetings for all members of a household. |
Account record page |
