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How do I analyze meeting notes in Peak Service?

Paste notes or a transcript on the deal in the pipeline, on the client or in the project under Delivery. Peak extracts needs, objections, commitments, decisions and tasks and saves the analysis as a document in Peak Docs. In a project, it can create the tasks it found right away.

  1. Click “Paste meeting notes”.
  2. Enter title and date, paste the notes (at least 20 characters).
  3. In a project: check or uncheck “Create found tasks in the project right away”.
  4. Click “Analyze”.

Next step

Go to pipeline

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