Summaries

OnePerfectSlice automatically generates a structured summary for every call — tailored by call type so discovery calls, demos, and QBRs each surface the context that matters most.

How summaries work

1. A call is ingested from your connected recording platform or uploaded directly
2. The call is automatically classified into a type (discovery, demo, QBR, etc.)
3. The summary template matched to that call type is applied
4. AI processes the transcript alongside any available CRM context
5. A structured summary is generated and available to your team, agents, and workflows

This happens automatically for every call — no manual trigger required.

Structured by call type

This is the key: every call type has its own summary template. A discovery call summary surfaces different context than a demo summary or a QBR summary.

Because every call of the same type follows the same structure, you can compare consistently across reps, accounts, and time periods. That’s what makes the context useful at scale — for your team, your workflows, and your AI agents.

For example:

• Discovery Call summaries surface pain points, decision criteria, budget signals, and competitive landscape
• Demo Call summaries capture feature reactions, objections addressed, and next steps
• Renewal Call summaries focus on renewal signals, churn risks, and value anchoring

See Call Classification for the full list of call types and what each template covers.

Access this context anywhere

Summaries are available in the app, through the API, and to AI agents via the MCP server.

In the app

Browse, filter, and search summaries from the posts feed.

Via the API

Search and retrieve summaries programmatically. Pipe them into Zapier, n8n, or your own tools.

Via MCP

Ask Claude to find summaries — “Show me summaries from Jane’s discovery calls this week.”