1.Processes call recording available
Integrate RingCentral, call recording tools, and phone capture to trigger on processed call recordings and pass the recording payload for enrichment.
Update lead records with AI call summaries and transcript
Automatically monitor processed call recording availability across RingCentral and monday.com. Automatically create and update lead records when processed call recordings arrive, transcripts are generated, or recording links become available—so you can normalize phone numbers, enrich summaries, and append call details without manual follow-up.
How this automation updates lead records with call insights
When processed call recording available, manual enrichment lags and lead details go stale. This automation monitors call recordings and generates AI summaries, then finds and updates matching items in monday.com—so your team can enrich leads without chasing transcripts.
RingCentralor swap with your favorite app
2.Transforms phone number with AI
Integrate AI by Zapier, text transformation, and number normalization to remove country codes and return only a normalized local number for matching.
AI by Zapieror swap with your favorite app
3.Finds lead item by phone
Integrate monday.com, lead boards, and phone fields to search by the phone column and return the first matching lead item.
monday.comor swap with your favorite app
4.Updates lead item with call data
Integrate monday.com, lead boards, and record update tools to update the found item with summary, transcript, AI score, and recording link.
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