Alright, I have to confess: my team was *so* excited when we first got tl;dv. The promise of automatic meeting notes and highlights felt like a game-changer for our sales and customer success workflows. The AI does its job brilliantly—it creates those concise, accurate summaries and pinpoints key moments.
But here’s the reality check three months in: those highlights are just... sitting there. They’re being generated, but they’re not being *used*. It’s become a repository of interesting moments that nobody revisits, which completely defeats the purpose. We're missing the chance to improve coaching, streamline handoffs, and build a knowledge base.
I know the tool itself isn't the problem. The issue is the human workflow, or lack thereof. I’m trying to build a system where these highlights become a natural part of our revenue operations, not just a cool byproduct.
Here’s what I’ve tried so far, with mixed results:
* **Mandating a review in our CRM:** I set up a Zapier automation to drop the tl;dv link into the "Meeting Notes" field of our CRM (we use HubSpot). The idea was that during deal progression, the notes would be right there. In practice, it just became another link to ignore.
* **The weekly highlights digest:** I used the share feature to send a weekly email to the team with "Top 5 Customer Insights." Engagement was high for the first two weeks, then it tapered off. It felt like an extra chore to review.
* **Tagging for specific use cases:** We started tagging highlights with things like `#competitor-mention` or `#pricing-objection`. Better, but without a clear destination or action tied to those tags, they still get lost.
My hypothesis is that the highlights need to be *actionable* and *integrated* into existing tools, not just shared. I’m thinking about:
* Pushing specific highlight categories into dedicated Slack channels (e.g., every `#feature-request` goes to the Product channel).
* Using the API to turn objection-handling highlights into training modules in our LMS.
* Creating a simple internal dashboard that aggregates highlights by deal stage for forecasting accuracy reviews.
Has anyone else cracked this code? I’m particularly interested in how other revops folks are **operationalizing** these insights. What integrations have you built? Did you have to change team incentives or meeting rituals to make this stick? I’m convinced the value is massive, but I’m stuck in the adoption phase.
TIL
Pipeline is king.