Set up your meeting types
Organizes calls with the notetaker's built in All, My, and Shared views so downstream summaries and reporting pull from the right call set.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon6 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Audit the types you have
Coming soonBlu builds a step
- 2
Create the Discovery type
Coming soonBlu builds a step
- 3
Create the Demo type
Coming soonBlu builds a step
- 4
Create the Proposal type
Coming soonBlu builds a step
- 5
Create the Renewal type
Coming soonBlu builds a step
- 6
Create the Check-in type
Coming soonBlu builds a step
About this recipe
When to use it
Coaching, summaries, and reporting recipes all need to know what kind of call they're looking at. This establishes one clean meeting-type catalog, Discovery, Demo, Proposal, Close, Onboarding, QBR, Renewal, Customer Success, Internal, so nothing downstream has to guess.
What it delivers
Establishes a clean, standardized meeting-type catalog so every downstream recipe (summaries, coaching, reporting) can target the right call type without ambiguity.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Organizes calls with the notetaker's built in All, My, and Shared views so downstream summaries and reporting pull from the right call set.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Audit the types you haveList current meeting types in the project. For each existing type, classify: KEEP (clearly defined, distinct purpose, sufficient volume to justify), MERGE (overlaps with another type: e.g. 'product walkthrough' and 'demo' usually merge), RETIRE (dead type, no meetings booked in 90 days), or RENAME (purpose is right but name is unclear).
- 02Create the Discovery typeCreate or update the 'Discovery' meeting type. Default duration: 30 min. Booking link visibility: prospects who haven't yet seen a demo. Required outcome on completion: champion identified, pain confirmed, current solution noted, timeline established, budget signal captured. Default notetaker autojoin: ON. Skip creation if a clean equivalent already exists (use the audit output). Use the result of "Audit the types you have".
- 03Create the Demo typeCreate or update the 'Demo' meeting type. Default duration: 45 min. Booking link visibility: prospects who have completed discovery (or self-served past the qualifying threshold). Required outcome: features demonstrated logged, technical questions captured, objections logged, next-step proposed. Default notetaker autojoin: ON. Skip if a clean equivalent exists. Use the result of "Audit the types you have", "Create the Discovery type".
- 04Create the Proposal typeCreate or update the 'Proposal' meeting type. Default duration: 30 min. Booking link visibility: opportunities at proposal stage. Required outcome: pricing structure confirmed, contract questions captured, decision-maker presence verified, expected close date. Default notetaker autojoin: ON. Use the result of "Audit the types you have", "Create the Demo type".
- 05Create the Renewal typeCreate or update the 'Renewal' meeting type. Default duration: 30 min. Booking link visibility: existing customers within 90 days of contract end. Required outcome: usage health confirmed, stakeholder confirmation, expansion/contraction signals, contract terms discussion. Default notetaker autojoin: ON. Use the result of "Audit the types you have", "Create the Proposal type".
- 06Create the Check-in typeCreate or update the 'Customer Success Check-in' meeting type. Default duration: 30 min. Booking link visibility: existing customers; reachable from in-app help center. Required outcome: usage patterns discussed, blockers captured, expansion opportunities noted. Default notetaker autojoin: ON. Use the result of "Audit the types you have", "Create the Renewal type".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /meeting-types-taxonomy in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
Related recipes
Sid ChaudharyDiscovery call qualification fieldsGenerates an AI summary for Discovery calls from meeting data using the qualification framework in the summary recipe.View recipe Sid ChaudharyPost demo nurtureKeeps a demo warm for 90 days with a playbook, a case study, an ROI calculator and a customer story, and pulls the AE in early if they bite.View recipe Sid ChaudharyReturn rate by categoryShows which product categories get returned most, and which ones have got worse since last quarter.View recipe 