topic Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28 in Ask Me Anything and Panel Discussions

[Closed] AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Tue, 01 Apr 2025 07:33:22 GMT

Hey Community!

This week (March 24- 28) we're bringing in our product manager and product marketing managers from the Sales Hub, looking after the AI Meeting Assistant, to answer your questions about one of HubSpot's newest tools - AI Meeting Assistant.

If you're not familiar with the AI Meeting Assistant, check it out here.

We'll be here all week answering questions such as:

What is the AI Meeting Assistant
How can this tool save me time?
What tools does this integrate with?
What's on the product roadmap for AI Meeting Assistant?
What the meeting assistant as great at and maybe not so great at

Look forward to answering your questions.

If the AMA hasn't started yet, don't fret, you can ask questions now and our hosts will get back to you next week!

Drop your AI Meeting Assistant questions in the thread below ⬇️

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

BMcGoldrick — Sat, 22 Mar 2025 17:58:37 GMT

I would like to know more about this as I have been promoted to marketng and will be more invoilved in the company website, to build landing pages, help to improve SEO, etc

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Mon, 24 Mar 2025 09:02:47 GMT

Hi @BMcGoldrick , that's great to hear!

AI Meeting Assistant is a Sales Hub Professional+ feature, so I'm afraid it's not designed to help improve your company web presence. The tool helps sales reps prep for upcoming meetings, by reminding them of upcoming meetings, doing research on the contact and company, and providing follow-up assistance after meetings.

For your marketing and web development needs (landing pages, SEO improvements, etc.), you'd want to look into Marketing Hub and Content Hub features. These tools are specifically designed to help with marketing automation, website optimization, content creation, and SEO strategy.

Thanks!

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

BérangèreL — Mon, 24 Mar 2025 15:15:20 GMT

Hi @jbogaert, thanks for sharing this fantastic new AI Meeting Assistant with us!
I cannot wait to use it! 🔥

I cannot leave this news without sharing it!
Hi @JDevine143, @AClauson, @SMueller6, @wolfksr, @BHoward1, @Jnix284, @danmoyle, @TomM2, @HubDoPete, @HVouti, @SRocketCurt, @Lucila-Andimol, @EReeseRealtor, @JStone0110, @MSGAConsulting, @APilanali, @FeelBetter_Co, @CateDuarte, @JJuarezrd do you have questions about this new AI Meeting assistant?

Our Product Team is here for you and will reply to your questions, don't miss this opportunity!

Looking forward to reading your comments/questions!

Have a wonderful day! 🌞

Warmly,
Bérangère

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

BérangèreL — Mon, 24 Mar 2025 16:38:15 GMT

Hi, adding also: @JanŠrajer, @MyronQ, @CAndresen, @VDauksta9 and @DGreen6 please send your burning questions about the new AI Meeting Assistant, our Product Team will be delighted to help you! ❤️

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

PamCotton — Mon, 24 Mar 2025 19:22:28 GMT

A huge thank you to @jbogaert for hosting this week (March 24-28) for an AMA on AI Meeting Assistant!

Inviting our Community users @Fra-Zuck, @brenner, @Tesore , @JLetellier, @JPair, @George_Levin , @CMohamed3 , @SSteigerwalds9 @THeller , @jolle, @MBurack, @paradummy , @hubspotter594, @Roeland_RS.

Do you have questions about how it works, saves time, or what’s next? Drop them below and we will get back to you!

Thank you,

Pam

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

denny_cushing — Mon, 24 Mar 2025 23:41:51 GMT

How does the AI Meeting Assistant handle sensitive or confidential information discussed in meetings? Can Admins control data retention policies or opt out/exclude accounts from AI processing for specific meetings? (I dedicate this one to my INFOSEC team. 😎)

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

JJacobson6 — Tue, 25 Mar 2025 09:03:32 GMT

Hey @jbogaert,

Thank you for opening up this space to chat about the AI Meeting Assistant.

I'm often overwhelmed with follow up after meetings due to my other day to day responsibilities as a sole business owner.

How does the AI Meeting Assistant help with post-meeting follow up?

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

danmoyle — Tue, 25 Mar 2025 12:42:59 GMT

Thanks @BérangèreL (and @jbogaert!). I'll take a look and share with my colleagues at Impulse Creative!

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Tue, 25 Mar 2025 14:22:11 GMT

Hi @denny_cushing, excellent question!

In order to get insights from Meeting Assistant, you have to turn on the AI settings for CRM data and Customer conversation data. You can do this in Settings > Account Management > AI.

Your data will never be used for model training by our AI service providers, but you should avoid sharing any sensitive information that you don't want stored in HubSpot.

Currently, there is not an option to exclude specific meetings from AI processing if you have it turned on for your account. You can, however, choose to not record a meeting and choose not to log any sensitive data related to that meeting into HubSpot.

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Tue, 25 Mar 2025 14:29:19 GMT

Hi @JJacobson6 !!

Great question about post-meeting follow-up - that's actually one of my favorite parts of the AI Meeting Assistant, especially for busy folks like yourself running a business solo.

After your meeting ends, the AI Meeting Assistant helps streamline your follow-up process in several key ways:

The "Follow-up opportunities" section on the Schedule tab highlights meetings that need your attention. You can click on any past meeting and hit the "Follow-up" button to access all the post-meeting tools.
If you made the call through HubSpot (or with Zoom if you've set up recording sync), you'll get an AI-generated meeting summary that captures the key points. This is available if you've enabled AI Assistant and call recording in your account settings.
The tool suggests specific follow-up activities tailored to that meeting - like sending a follow-up email or updating your meeting notes. You can take action on these suggestions with a single click.
Lastly, what I think you'll find appreciate is that you don't even have to write your follow-up emails manually, you can click "Generate a follow-up email" and it'll provide an AI-generated email for you to review before sending.

Hope this helps explain it's follow-up functionality a bit better 🙂

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

TSpearman — Tue, 25 Mar 2025 18:56:33 GMT

How does the AI Meeting Assistant help improve meeting productivity, and what are its key features?

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

LSmith284 — Wed, 26 Mar 2025 08:09:03 GMT

Does the AI Meeting Assistant provide background on my meeting attendees? Can it give insights on their roles, recent marketing interactions and topics of interest?

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Wed, 26 Mar 2025 13:15:39 GMT

Hey @LSmith284 !

Yes, the AI Meeting Assistant gives you solid background on your attendees. It shows summaries of all recent interactions - emails, calls and notes from both the contact and company records. The Assistant analyzes these to highlight potential pain points and opportunities specific to your business.

You'll also see their recent website visits, giving you insight into what topics they're currently interested in. This helps you guide conversations toward what they care about most.

All this information comes in an easy-to-digest format, so you can quickly prepare for meaningful discussions without spending hours on research.

Re: AMA (Ask Me Anything): AI Meeting Assistant | March 24-28

jbogaert — Wed, 26 Mar 2025 13:17:59 GMT

Hi @TSpearman !!

Let's break it down. The AI Meeting Assistant brings all relevant insights about your attendees into one place. This saves you valuable time on meeting prep so you can focus on meaningful conversations.

Key features include:

Meeting acceptance tracking that shows status for all invited attendees, with suggested activities to reach out to anyone who hasn't accepted yet
Comprehensive summaries of recent engagements with the contacts and companies you're meeting with, giving you quick context
AI-identified pain points extracted from previous interactions, along with suggested opportunities for how you might address these customer challenges
Ready-to-use Copilot prompts that help you quickly research the company, their tech stack, and other relevant information
Post-meeting reminders to set meeting outcomes, log notes, and send follow-up emails – ensuring you keep your CRM updated and your opportunities moving forward

All of this comes together to streamline your meeting workflow and help you make every conversation count!