AI Meeting Assistant

Here is the transcript of a discovery call (fictional, for this test). From it, produce:
1. A summary of 5 bullet points or fewer.
2. CRM fields: Pain, Metrics, Economic buyer, Decision criteria, Decision process, Timeline, Competition, Next step. Write "Not discussed" for any field the call did not cover.
3. Action items, each with an owner and a due date if one was said.
4. A follow-up email draft to the customer of 150 words or fewer.

TRANSCRIPT
Sam (QuietLine): Thanks for the time, Priya. What prompted you to take the call?
Priya (Director of QA, Larkspur Home Lending): Our compliance team samples about 2 percent of calls by hand. Last quarter an auditor found two calls where agents skipped a required disclosure, and we only caught it because of the audit.
Sam: What would you want to change?
Priya: Review more calls without hiring. If we could check 100 percent of calls and get problems flagged the same day, that would be the win.
Sam: Who else would weigh in on a decision like this?
Priya: I'd run the evaluation. Our COO, Dana Whitfield, signs anything over 50 thousand a year. IT security has to approve any tool that touches call recordings.
Sam: Are you looking at other options?
Priya: We had a demo from one other vendor, but it didn't integrate with our phone system, which is Five9.
Sam: What's your timing?
Priya: The next audit is in March, so I'd want something live by the end of January.
Sam: Makes sense. Next step could be a 30-minute technical session with your IT security lead. Does next Tuesday work?
Priya: Tuesday works. I'll invite Marcus from IT security. Can you send your security questionnaire answers before then?
Sam: Yes, I'll send them by Friday.

• CRM fields match the answer key (5 pts): Score 8 fields at 0.625 points each, rounded to the nearest half point.
• Action items correct with owners and dates (2 pts): 1 point per action item with the right owner and date.
• Summary is accurate and brief (1 pts): 1 = 5 bullets or fewer, all accurate; 0 = otherwise.
• Follow-up email is accurate and useful (2 pts): 2 = confirms next step and the promised deliverable within 150 words; 1 = partly; 0 = missing or wrong.

Automatic fail: Invents a detail not in the transcript (for example a competitor's name, a budget figure or a date). Fills a field that was not discussed instead of writing "Not discussed".