Protocols & Summaries
Structured meeting summaries tailored to your workflow, from quick overviews to deep analysis, with integration ready output.
Protocols are customizable summary templates that define what data to extract from your meetings and how to format it. They turn raw transcripts into structured, actionable output that can feed directly into your CRM, task management tools, or team communication channels.
Not sure if you need protocols? If you have generalist workflows without fine grained structure, don't need to track specific data at scale across meetings, and aren't tied to templated documentation processes, you can skip protocols entirely and use the OptiAgent on the home page to find anything you need from your meetings on demand.
Who Benefits Most from Protocols
- Teams that follow repeatable meeting structures (e.g., sales calls, standups, client reviews)
- Organizations that need to push standardized data into external systems (CRM fields, project boards)
- Managers tracking specific metrics, decisions, or action items at scale across many meetings
- Anyone bound by documentation processes or compliance requirements
Section Overview
What Are Protocols?
Understand what protocol templates are, why they exist, and whether you need them.
Creating Custom Protocols
Build protocols using AI generation, PDF attachments, or manual section by section editing.
Deep Analysis Protocols
Multi agent processing for detailed, formatted analysis with tables and extended outputs.
Protocol Gallery
Browse ready made templates for common meeting types and industries.