Articles on: Rooms

Auto-filling room fields from recordings

After a call, Katalyz can read the transcript and fill the room's fields for you — deal value, stage, stakeholders, competitors, and your own custom fields — each value traceable back to the moment in the call. You review, apply and can undo any value.


⚠️ Requires a transcript. Meetings recorded by Katalyz Recording or embedded from your meeting-intelligence tool with a transcript work; a recording with no transcript has nothing to extract. Auto-fill is free — it doesn't use credits.


Two places to run it


From inside the room — Data panel

  1. Open the room's Data panel from the left sidebar.
  2. Click Update with AI (magic-pen icon at the top of the panel).
  3. The panel switches to selection mode: every field has a checkbox and all are pre-selected. Untick what you don't want touched, then click Update N with AI.
  4. The assistant reads the room's recordings and messages ("Updating fields with AI… Reading the room's recordings & messages").
  5. A Review AI suggestions list appears: one row per field with the proposed value and the quoted source. Tick the rows you want and click Apply N selected.


To update a single field, hover it and click its magic-pen button ("Update "Deal value" with AI"). The result shows inline as AI suggests with Apply / Discard — or No value found if the transcript doesn't mention it.


Data panel in selection mode with "Update 6 with AI" button


From the recording — Meetings page

  1. Go to Meetings and open a recording.
  2. Open the Auto-fill tab.
  3. Click Auto-fill fields. Values are applied to the linked room straight away, and a result card lists every field filled.


The recording dialog also has an AI Summary tab (objective and next steps, editable) and a Transcript tab.


Reading the result


Each filled field shows:


  • The new value
  • A confidence pill — High, Medium or Low confidence
  • The source: who said it, when in the call, and the snippet
  • A CRM tag when the field is mapped to your CRM


Actions: Undo on any row (it turns into Reverted) or Undo all for the whole batch. From the Meetings page you can also Re-run auto-fill.


Extraction hints


The assistant fills a field according to its extraction hint — one line telling AI what to look for. Default fields ship with hints, for example:


  • Deal Value — The proposed contract or deal amount mentioned in the call.
  • Stage — The current stage of the deal based on what was discussed.
  • Stakeholders — People named as decision-makers or participants on the prospect side.


For your own fields, set the hint in Settings → Data → Custom objects → Edit property → Extraction hint. It's recommended at creation and required the first time someone runs an AI update on that field: the room panel stops with "Add extraction hints to continue", lets you write the missing hints in place, then continues. Hints on custom fields apply across all rooms.


CRM-mapped fields


Fields mapped to HubSpot or Salesforce (for example Deal Value → amount, Stage → dealstage) show the CRM logo next to their name. When auto-fill updates one of them, the value syncs to your CRM automatically. Undo restores the previous value in Katalyz and in the CRM.


See CRM field mapping.


Tips


  • Run auto-fill right after the call, then do a 30-second review — it's faster than typing and you keep control.
  • Low-confidence values are worth a second look; the source line tells you exactly where it came from.
  • If nothing is found for a field, the hint is usually too vague. Say what and how ("the annual contract value in euros, as stated by the prospect").


Updated on: 02/10/2026

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