Meeting Command Center

A Salesforce Lightning Web Component for managing daily meetings and creating AI-powered meeting recaps.

Overview

The Meeting Command Center provides a comprehensive dashboard for viewing daily meetings, creating AI-powered recaps, and managing meeting-related activities. It integrates with Salesforce's Einstein Generative AI to automatically generate meeting summaries, key outcomes, and next steps.

Features

• Daily Meeting View: View all meetings for a selected date with intuitive navigation
• AI-Powered Meeting Recaps: Automatically generate comprehensive meeting summaries using Salesforce's Models API
• Voice Transcription: Record and transcribe meeting notes using Deepgram API integration
• Meeting Preparation: Access meeting prep information and related account/contact details
• Actionable Next Steps: Convert meeting outcomes into Tasks and Events with AI-generated content

Components

Lightning Web Components

• meetingCommandCenter - Main dashboard component
• meetingRecapModal - Modal for creating meeting recaps with voice transcription
• recordHoverPopover - Hover popover showing record details

Apex Classes

• MeetingCommandCenterController - Main controller with methods for fetching events, generating AI content, and managing recaps
• MeetingRecapController - Controller for fetching meeting recap data

Dependencies

Key Dependencies

• Custom Objects: Meeting_Recap__c, Meeting_Prep__c
• Custom Metadata:
  • Tavily_API_Config__mdt (REQUIRED, for competitive intelligence)
  • Deepgram_API_Config__mdt (REQUIRED, for voice transcription)
• Static Resources: AgentforceRGBIcon
• Salesforce AI Platform: Einstein Generative AI (Models API)
• External APIs: Tavily API and Deepgram API (both offer free tiers)

Installation

Prerequisites

REQUIRED: Free API Keys

Before deploying, you MUST obtain free API keys from two services:

1. Tavily API (for competitive intelligence)

   • Sign up at https://tavily.com/ (free, no credit card required)
   • Get your API key from the dashboard

2. Deepgram API (for voice transcription)

   • Sign up at https://www.deepgram.com/ (free, no credit card required)
   • Get your API key from the dashboard

Both services offer generous free tiers perfect for development and testing.

Deployment Steps

1. Clone this repository:

   git clone https://github.com/dylandersen/meetingCommandCenter.git

2. Get API Keys (REQUIRED):
   • Get free Tavily API key from https://tavily.com/
   • Get free Deepgram API key from https://www.deepgram.com/
   • See DEEPGRAM_SETUP.md for detailed setup instructions
3. Ensure Einstein Generative AI is enabled in your org
4. Assign permission set Meeting_Recap_All_Fields to users who need access (after deployment)
5. Deploy to your Salesforce org using Salesforce CLI:

   sf project deploy start --source-dir force-app

6. Configure API Keys (REQUIRED - after deployment):
   • Update Custom Metadata records with your API keys:
     • Tavily_API_Config__mdt.Default → Add your Tavily API key
     • Deepgram_API_Config__mdt.Default → Add your Deepgram API key
   • See DEEPGRAM_SETUP.md for detailed setup instructions

Einstein Generative AI

Ensure Einstein Generative AI is enabled in your org (step 3 above). The component uses the sfdc_ai__DefaultOpenAIGPT4Omni model.

Deployment Order

1. Custom Metadata Types (if using Deepgram)
2. Custom Objects and Fields
3. Apex Classes
4. Static Resources
5. Lightning Web Components
6. Permission Sets
7. Flexipages/Tabs/Apps

Usage

1. Navigate to the Meeting Command Center tab or add the component to a Flexipage
2. Use the date navigation arrows to view meetings for different dates
3. Click "Recap Meeting" on past events to create AI-powered recaps
4. Use "Prep for Meeting" on upcoming events to access meeting preparation
5. View completed recaps by clicking "View Recap"

Testing

Run the test class:

sf apex run test --class-names MeetingCommandCenterControllerTest --result-format human

License

This project is open source and free to use. See LICENSE file for details.

Support

No support is provided for this project.

For non-support requests, please contact Dylan Andersen at dylan.andersen@salesforce.com.

Author: Dylan Andersen, Senior Solution Engineer, Agentforce at Salesforce