Skill inputs for touchpoint and meeting skills

reference brazil Updated Sep 22, 2026 1 min read account-lifecycle-otto-skill-inputs-touchpoints.md
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Table and field inputs for the touchpoint summarization, transcript analysis, prep brief, and next steps skills.

Touchpoint summarization skill

Includes the inputs that identify the table and fields used when a touchpoint summary is generated.

Input Description
Input table Touchpoint [sn_acct_lc_touchpoint]
Input fields Squad, Progress
Input Description
Input table Meeting details
Input fields Conference details, Meeting type, Meeting start time, Meeting end time, Customer notes, Meeting notes, State

Transcript Analysis skill

Analyzes a transcript chunk against the full meeting overview, next steps, and topic summaries to extract per-participant communication style, focus area, and sentiment, plus a chunk-level sentiment score.

Input Description
Input table Virtual Meeting Details table (sn_meeting_mgmt_virtual_meeting_details)
Input fields Conversation analysis, Meeting information

Prep Brief Data Generator skill

Produces a structured, citation-backed preparation brief for an upcoming customer meeting.

Input Description
Input table Virtual Meeting Details table (sn_meeting_mgmt_virtual_meeting_details)
Input fields Emails since last meeting, Touchpoint reference records, Stakeholders, Series classification, Meeting, Prior meetings, Account

Next Steps Task Description skill

Generates short and detailed task descriptions plus an assignee for each meeting. Creates next steps or actions required using the meeting overview and summary as context.

Input Description
Input table Meeting Details table (sn_meeting_mgmt_meeting_details)
Input fields Meeting summary, Meeting overview

Parent Topic:Skill inputs for ServiceNow Otto for Customer Success Management

Keywords skill inputstouchpointmeeting
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