How to request alternative meeting summary templates in Demodesk

What and why

Demodesk generates a SPICED summary by default after every recorded call. The Library Catalog contains additional templates — Executive Summary, MEDDIC, and more — you can request manually for any meeting. This guide shows you how to switch templates on a per-meeting basis so the summary matches your qualification methodology, your stakeholder audience, or the deal stage.

Who this is for

Sales reps, AEs, and account managers who use methodologies other than SPICED, or who need different summary formats for different audiences — an Executive Summary to forward to a VP, a MEDDIC breakdown for pipeline review.

Prerequisites

• A Demodesk seat with Coaching & AI enabled
• At least one recorded meeting with a completed transcript

Steps

1. Open the meeting in your Meeting Hub

Navigate to Meeting Hub in the top nav and click the meeting you want to re-summarize. The default SPICED summary appears in the summary pane on the right side of the transcript view.

2. Open the Library Catalog

Click Library in the meeting view, then select the Catalogtab. All available summary templates live here — Demodesk defaults and any custom templates your admin has published.

3. Browse available templates

The Catalog lists every template you have access to. Common options include:

• SPICED— default sales methodology summary (Situation, Pain, Impact, Critical Event, Decision)
• Executive Summary— condensed overview for leadership forwarding
• MEDDIC— Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion

Each template shows a short description of what it produces and which audience it fits.

4. Select a template

Click the template name to open its preview, then click Request summary. The AI Assistant runs against the existing transcript using the new template’s prompt structure.

5. Wait for the summary to generate

Alternative summaries render in under a minute. The new summary appears alongside the original. Requesting a second template does not remove the SPICED version.

6. Copy, share, or sync

Once the alternative summary is ready:

• Copy the text directly into an email or Slack
• Sync to CRM if your admin has mapped that template to a Salesforce, HubSpot, or Pipedrive field
• Share the meeting link with the alternative summary visible

Tips

• Request multiple templates for the same call. An Executive Summary for your VP and a MEDDIC breakdown for your pipeline review can coexist on the same meeting record.
• Use MEDDIC for late-stage deals.It surfaces the Economic Buyer and Decision Process fields that late-stage forecasting depends on — fields SPICED does not always emphasize.
• Use Executive Summary for forward-heavy meetings. If your champion will forward the recap to a VP or CFO, an Executive Summary saves them the work of skimming a full SPICED write-up.
• Ask your admin about custom templates.Demodesk supports custom summary templates built to match your team’s methodology or industry vertical. If none of the defaults fit, request one from your RevOps or Enablement lead.
• Trigger alternative summaries automatically.For repeating workflows — for example, “always run MEDDIC on opportunities in Stage 4+” — an AI Crew agent can request the right template based on deal stage or meeting type.

Related skills and agents

• AI Assistant— generates and re-runs summaries against your transcripts
• AI CRM Concierge— pushes structured fields from any template (SPICED, MEDDIC, custom) into Salesforce, HubSpot, or Pipedrive
• AI Crew— build a custom agent that auto-selects the right summary template based on meeting type, deal stage, or attendee list
• Marketplace collections — browse the MEDDIC and Executive playbook collections at marketplace.demodesk.ai