What's changing?
We're evolving Insights Templates into AI Fields.
AI Fields offer a more powerful and flexible way to extract structured information from meetings while unlocking new capabilities such as automation, CRM sync, reusable templates, and advanced reporting.
The transition is automatic and designed to be seamless for all existing users.
What happens to my existing Insights Templates?
Nothing changes on your side.
All existing Insights Templates will be automatically converted into AI Fields, including:
Existing templates
Historical data
Previously generated values
Existing automations and workflows
There is no need to recreate or migrate anything manually.
Will I lose any data?
No. All historical insights and generated values will remain available after the migration. Your recordings, reports, and workflows will continue to work as expected.
What's new with AI Fields?
AI Fields introduce several powerful improvements:
Auto-run : Automatically generate AI Field values for future meetings without manual intervention.
CRM Sync : Push AI-generated insights directly to HubSpot and Salesforce.
Reusable Templates : Create once and reuse AI Fields across your entire workspace.
Advanced Reporting : Filter, group, and analyze meetings using AI Fields in Meeting Views.
Custom Prompts : Build AI Fields tailored to your own processes, workflows, and business needs.
Do I need to do anything?
No action is required.
That said, we recommend:
Exploring the new AI Fields experience
Reviewing your existing workflows
Enabling Auto-run where relevant
Connecting AI Fields to your CRM if applicable
Frequently Asked Questions
Do I need to recreate my existing Insights Templates?
No. Everything is migrated automatically.
Will my historical data be preserved?
Yes. All historical data and generated values remain available.
Will my existing workflows continue to work?
Yes. Existing workflows will continue to function after migration.
Can I create new AI Fields?
Yes. AI Fields are available today.
Can I edit migrated AI Fields?
Absolutely. Migrated AI Fields can be edited and customized at any time.
What happens to previously generated insights?
Nothing changes. Existing generated values remain accessible after the migration.
Where can I learn more?
Check out the Using AI Fields guide to learn how to create, automate, and manage AI Fields.