Using AI Fields

Turn your meetings into structured, actionable data

AI Fields help you automatically extract the information that matters most from your meetings.

Instead of reviewing recordings manually, you can ask Claap a specific question and generate a structured answer for every meeting.

For example, you can create AI Fields to answer questions such as:

What is the customer's main pain point?
Was a competitor mentioned?
What budget was discussed?
What are the next agreed actions?
What feature requests were mentioned?

The generated answers appear directly in your Meeting Views and can also be synced to your CRM.

Creating your first AI Field

1 - Open a Meeting View

Navigate to Meetings and open the view where you'd like to analyze your recordings.

2 - Click Add Column

AI Fields are created directly from your Meeting Views.

Click Add Column on the right side of the table

3 - Click Add New AI field

Scroll down to launch the creation of your new AI field.

4 - Create from scratch or use a template

You can either create a custom AI Field from scratch using your own prompt, or get started quickly with one of Claap’s ready-made templates designed for common use cases.

5 - Using AI Field Templates

Templates help you get started quickly with common workflows.

Examples include:

Action Items
Budget
Champion
Customer Needs
Customer Satisfaction
Decision Criteria
Critical Event
Deal Timing

Simply select a template and click Create AI Field.

You can always customize the prompt afterward.

Understanding the AI Field settings

AI Field settings let you control how AI generates, structures, and formats responses.

AI Field Name	The field name becomes the column title displayed in your Meeting View. Choose a clear name that describes the information being extracted. Examples: Customer Pain Points Budget Champion Feature Requests
CRM Field	Optionally connect your AI Field to a CRM property. When connected, Claap can automatically sync generated answers to your CRM. Common use cases include: HubSpot properties Salesforce fields Qualification frameworks Customer feedback tracking
Type	The Type determines how the answer will be formatted. Paragraph: Best for detailed explanations and longer text responses. Action List: Best for generating actionable tasks or next steps that can be tracked and completed. Bullet Points: Best for concise summaries and key takeaways. Checkbox: Best for yes/no questions or binary outcomes. Date: Best for extracting or generating a specific date. Multi-select: Best when multiple options can be selected from a predefined list. Numeric: Best for numbers, quantities, percentages, or other numerical values. Rating: Best for scores, evaluations, or satisfaction levels on a defined scale. Rich Text: Best for formatted content that may include headings, lists, links, and styling. Select: Best when only one option should be chosen from a predefined list.
Prompt	The prompt tells Claap what information to extract from the meeting. The more specific your prompt is, the better the results will be. Good example : What are the customer's three main pain points? Better example : List the customer's three main pain points and provide supporting context for each. Best practices : Ask one question at a time Be specific Define the expected output Avoid broad prompts such as "Tell me everything about the meeting"
Test	Before deploying your AI Field, click Test. Testing allows you to: Validate your prompt Review generated answers Improve accuracy Refine formatting We recommend testing every new AI Field before rolling it out broadly.
Share with Workspace	AI Fields can be private or shared. Shared : Available to other workspace members. Ideal for company-wide reporting and standardized workflows. Private : Visible only to the creator. Ideal for testing and experimentation.
Auto-run on New Meetings	Auto-run automatically generates answers whenever a new meeting is processed. Instead of manually generating insights after each call, Claap handles everything in the background. Auto-run is particularly useful for: Action Items Budget Tracking Champion Detection Customer Pain Points
Save as Template	Created an AI Field that works well? Click Save as Template to make it reusable across your workspace. Templates help teams maintain consistency and standardize reporting.
Generate Ai fileds	Two options are available : Generate all rows: Generate values for this AI Field across all rows in the table, including rows that already contain data. Existing values may be overwritten. Generate empty rows only: Generate values only for rows where this AI Field is currently empty, leaving existing values unchanged.

Viewing AI Field results

Generated values appear directly inside your Meeting View as columns.

This allows you to compare insights across multiple meetings without opening recordings individually.

Filtering meetings with AI Fields

Once AI Fields have generated values, they become available as filters inside your Meeting Views.

You can quickly find meetings where:

A competitor was mentioned
Budget was discussed
A champion was identified
Customer satisfaction is low
Action items exist

This becomes especially valuable as your meeting volume grows.

AI Fields Library (Admins only)

Workspace admins can manage AI Fields centrally through the AI Fields Library.

Navigate to: Settings → AI Fields

What can I do in the AI Fields Library?

The library provides a centralized view of all AI Fields created in your workspace.

For each AI Field, you can see:

Name
Visibility
Owner
Creation Date
Status

You can also:

Search AI Fields
Review active fields
Review archived fields
Archive unused fields
Restore archived fields

Active vs Archived

The library includes three tabs:

All	Displays every AI Field in the workspace.
Active	Displays currently available AI Fields.
Archived	Displays archived AI Fields.

Private vs Shared AI Fields

When creating an AI Field, you can choose whether it should remain private or be shared with your workspace.

Private AI Fields

Private AI Fields are only visible in the view where they were created and only accessible to you.

Use private AI Fields when you want to:

Experiment with new prompts
Test reporting ideas
Build personal workflows
Validate a use case before rolling it out to the team

Private AI Fields are marked as Private in the AI Fields Library.

Shared AI Fields

Shared AI Fields are available across your workspace and can be used by other team members.

Use shared AI Fields when you want to:

Standardize reporting across teams
Create company-wide dashboards
Track common qualification frameworks
Build repeatable workflows

Examples:

Budget
Champion
Customer Pain Points
Action Items
Decision Criteria

Shared AI Fields help ensure everyone is working from the same source of truth.

What happens if I share a private AI Field?

You can convert a private AI Field into a shared AI Field at any time.

Once shared:

Other workspace members can access it.
It becomes available across the workspace.
It can be reused in other views and workflows.

Best practice: Start with a private AI Field while testing your prompt. Once you're happy with the results, share it with your workspace so everyone can benefit from it.

Understanding AI Credits

AI Fields run on AI Credits. Every plan includes a monthly pool of credits shared across your whole workspace, so there's nothing to manage per person.

Here's what's free and what costs a credit:

Free, use them freely: