create_dsr_engagement_with_meeting

🚧
Early Access
This tool is in Early Access and is not enabled for all tenants yet. Contact your Customer Success Manager to request access.

Name: create_dsr_engagement_with_meeting_followup

Description: Create a new draft DSR (Digital Sales Room) as a meeting follow-up, named "Follow up of meeting: {meetingTitle}". The DSR's summary, contents, CRM contexts, and recording are all resolved and generated automatically server-side from the meeting itself — the caller needs to supply meetingId and dsrTemplateId, the DSR template to use.

Schema

{
  "type": "object",
  "properties": {
    "meetingId": {
      "type": "string",
      "format": "uuid",
      "description": "The globally unique identifier (UUID v4) of the meeting this DSR is following up on. May be supplied directly by the user, or otherwise resolved from a prior meeting tool (e.g. get_meeting_list) \u2014 never invent or guess this value."
    },
    "dsrTemplateId": {
      "type": "string",
      "description": "The ID of the DSR template to use for the follow-up DSR."
    }
  },
  "required": [
    "meetingId",
    "dsrTemplateId"
  ]
}

{
  "type": "object",
  "properties": {
    "draftDsrId": {
      "type": "string",
      "description": "The ID of the created draft DSR."
    },
    "draftDsrLink": {
      "type": "string",
      "description": "The preview link for the created draft DSR, so the user can open and inspect it."
    },
    "dsrName": {
      "type": "string",
      "description": "The DSR's name."
    },
    "articleId": {
      "type": "string",
      "description": "The ID of the layout article backing the DSR."
    }
  },
  "additionalProperties": true
}