This is the process by which sales representatives record and share the results of meetings with customers.
The sales representative registers the schedule in advance and enters the results after the meeting is conducted.
After inputting the results, the AI (ChatGPT) creates a summary of the meeting results, which is then shared via email with the relevant parties.
Worker (#of Swimlane: 2)
Sales Representative (to be confirmed)
A member of the sales department who will do the report (specified in the process data item, and whose identity will be confirmed).
Sales Representative
Members of the sales department who will submit reports.
Business Flow (Complexity of Workflow: 10)
11. Schedule entry
Sales department members enter meeting schedules.
522'. Input results
Members of the sales department enter the meeting results (skipping the schedule entry).
32. Input results
Members of the sales department enter the results of the meeting.
54Summary of meeting results
Business Process Variables (#of Data Item: 23)
Sales Representativeq_user6*
${processInstance.initQuserId}
Lead Typeq_leadKind12
Stores the type of meeting partner (customer/lead).
Customer Contact Nameq_name1*
Stores the name of the person in charge of the meeting (customer/lead).
Customer Organization Nameq_organization2*
Stores the organization name of the meeting partner (customer/lead).
Email Addressq_email0
Stores the email address of the person in charge of the meeting (customer/lead).
Telephone Numberq_tel3
Stores the phone number of the person in charge of the meeting (customer/lead).
Customer Locationq_location5*
Stores the location of the person in charge of the meeting (customer/lead).
Client Scaleq_scale39
Stores the organization size of the meeting partner (customer/lead).
Initial Case Typeq_isFirst40*
Stores whether this is the first meeting with the meeting partner (customer/lead).
Meeting Mediumq_meetingKind38*
Stores the method used to conduct the meeting.
Scheduled Meeting Dateq_date9
Meeting Dateq_dateResult11*
Meeting Purposeq_purpose37*
Stores the purpose of the meeting (selected from options).
Meeting Durationq_time41*
Stores the time taken for the meeting.
60
Meeting Purpose Detailsq_purposeDetail20*
Stores the meeting purpose details (text).
Meeting Details/Reportq_report21*
Stores the meeting results (text).
<Things to check＞
・Tasks
・Target Business
・Scale
・Schedule
・Department in charge
・Correlation of related parties
・Competing products
Future Actionsq_nextAction22*
Stores actions and plans (text) after the meeting.
Attachementsq_file23
Stores materials created for this meeting and materials received from meeting partners (customers/leads).
Distributed Materialsq_document25
Stores materials presented to meeting partners (customers/leads).
Distributed Materials – Other Detailsq_documentOther26
This archive contains the BPMN icons that are not available in the Basic edition.
Arrangement Tips
Sharing with stakeholders can be modified to automatically post to Questetra’s internal SNS function Open Chat or external chat services such as Slack, rather than via email.
The integration part with ChatGPT can be modified to work with Azure OpenAI Service (AOAI) by replacing it with the add-on XML Azure OpenAI Service #Chat: Interact with Parameters.
※ However, Professional Edition is required for some of the above improvements
