- Sales Automation
- AI Sales Documentation
- AI-generated call reports
Using AI: generate formatted reports from sales call transcripts
Automatically transform raw sales call transcripts into polished, formatted reports by leveraging AI-driven summarization and templating. This streamlines the review process, providing consistent, digestible insights for coaching, performance tracking, and stakeholder updates without manual editing. Teams benefit from faster feedback loops, improved decision-making, and reduced administrative workload.
Filter by common apps:
tl;dv
Zapier Tables
ChatGPT (OpenAI)
Google Docs
Fathom
Webhooks by Zapier
Google Sheets
Google AI Studio (Gemini)
Google Drive
Close
Formatter by Zapier
Gmail
- Generate a summarized report from sales call recording in tl;dv, analyze with ChatGPT, and create a document in Google Docs
- Summarize sales call transcripts, create document, and add row in spreadsheet
Summarize sales call transcripts, create document, and add row in spreadsheet
- Generate summarized document from tl;dv transcript, find records in Zapier Tables, analyze with ChatGPT, and create Google Doc
Generate summarized document from tl;dv transcript, find records in Zapier Tables, analyze with ChatGPT, and create Google Doc
- Analyze sales call transcripts, generate report in Google Drive from Fathom and Google AI Studio
Analyze sales call transcripts, generate report in Google Drive from Fathom and Google AI Studio
- Summarize sales calls in Close, generate notes with ChatGPT, format dates with Formatter, and create notes in Close
Summarize sales calls in Close, generate notes with ChatGPT, format dates with Formatter, and create notes in Close
- Evaluate sales call transcripts, generate feedback with ChatGPT, send insights via Gmail, and create a document in Google Docs
Evaluate sales call transcripts, generate feedback with ChatGPT, send insights via Gmail, and create a document in Google Docs
- Generate performance review documents in Google Docs from meeting transcripts with ChatGPT
Generate performance review documents in Google Docs from meeting transcripts with ChatGPT
