1.Detect new file in folder
Integrate Google Drive and file storage categories to watch for new transcript or meeting text files in a configured folder.
Create client call transcript files in shared drive
Automatically detect transcript and meeting text file uploads across Google Drive folders. Create and update archive copies when calls are external clients, so you can classify, extract company names, and keep CSM retrieval organized without manual filing.
How this automation protects your client transcripts
When transcript files land in the wrong place or without consistent naming, retrieval slows down for CSM workflows. This automation analyzes transcripts, extracts external client company details, and copies files into a shared archiveβso your team can find the right call fast.
Google Driveor swap with your favorite app
2.Analyze transcript for external client
Integrate Anthropic (Claude) and AI text processing to analyze the transcript and title to return external flag and client company token.
Anthropic (Claude)or swap with your favorite app
3.Split delimited model response
Integrate Formatter by Zapier and parsing tools to split the model response and extract the external flag and company token.
Formatter by Zapieror swap with your favorite app
4.Continue only for external calls
Integrate Filter by Zapier and conditional logic tools to continue only when the extracted flag indicates an external client call.
Filter by Zapieror swap with your favorite app
5.Copy file into team archive
Integrate Google Drive and shared drive management to copy the original file into the archive folder with the new renamed pattern.
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