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What Are Field Presets?

Field presets are pre-configured data extraction templates that tell the AI what specific information to look for in meeting transcripts. Each preset contains a set of fields. After a meeting is processed, the AI analyzes the transcript and fills in values for each field based on what was discussed. If a topic wasn’t covered, the field is left empty.

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Built-in Presets

BANT

Budget, Authority, Need, Timeline

MEDDIC

Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion

Sales Discovery

Pain Points, Current Solution, Decision Timeline, Budget Range, Stakeholders

Customer Success

Satisfaction Score, Feature Requests, Risks, Expansion Opportunities, Next Steps

General Meeting Notes

Summary, Key Decisions, Action Items, Follow-ups, Open Questions

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BANT

  • Budget — Budget or spending capacity discussed
  • Authority — Decision-maker identification
  • Need — Pain points and requirements
  • Timeline — When they plan to buy or implement

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MEDDIC

  • Metrics — Success metrics and KPIs
  • Economic Buyer — Person with budget authority
  • Decision Criteria — What matters in their evaluation
  • Decision Process — How they make decisions
  • Identify Pain — Key challenges and pain points
  • Champion — Internal advocate

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Sales Discovery

  • Pain Points — Problems they’re trying to solve
  • Current Solution — What they use today
  • Decision Timeline — When they expect to decide
  • Budget Range — Budget or spend range
  • Stakeholders — Key people involved

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Customer Success

  • Satisfaction Score — How satisfied they are
  • Feature Requests — Requested features
  • Risks — Churn or expansion risks
  • Expansion Opportunities — Upsell potential
  • Next Steps — Agreed follow-up actions

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General Meeting Notes

  • Summary — High-level meeting summary
  • Key Decisions — Decisions made
  • Action Items — Tasks and owners
  • Follow-ups — Follow-up items
  • Open Questions — Unresolved questions

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Custom Fields

Create your own extraction fields to capture information specific to your sales process or use case. Examples include:
  • Competitor Mentions — Which competitors were discussed
  • Integration Requirements — Technical or integration needs
  • Team Size — Size of the team or organization
Use custom fields to capture data that matters to your specific workflow. Combine them with built-in presets for a tailored extraction setup.

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How Extraction Works

1

Meeting is recorded and transcribed

The AI Notetaker records the meeting and generates a full transcript.
2

AI analyzes against field presets

The AI reviews the transcript and extracts values for each field in your active preset(s).
3

Values are extracted and displayed

Extracted values appear in the meeting view and are included in workflow payloads.

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Team-Level Configuration

Field presets are configured at the team level. Navigate to the Fields tab on the main Notetaker page to select or customize your extraction templates.