1.Detect completed conversation
Integrate Zapier Chatbots and chatbot workflow tools to detect conversation completion to capture transcript details.
Create lead and notify team from recruiter chatbot
Automatically parse candidate details across Zapier Chatbots, Google AI Studio (Gemini), Whippy, Slack, and Google Sheets. Create and update leads and audit logs and notify your teamβso you can move faster without manual follow-up.
How this automation captures new lead intake
When conversation completed occurs, delays can stall outreach and slow triage. This automation parses transcripts and generates candidate summaries, then creates or updates leads, notifies your team, and logs an audit rowβso you can act on intent quickly.
Zapier Chatbotsor swap with your favorite app
2.Parses transcript into fields
Integrate Code by Zapier and data mapping tools to parse transcripts and extract candidate name and phone to generate structured fields.
Code by Zapieror swap with your favorite app
3.Generates candidate summary
Integrate Google AI Studio (Gemini) and prompt tools to send the transcript and fields to generate a short candidate summary to produce outreach-ready text.
Google AI Studio (Gemini)or swap with your favorite app
4.Finds contact and creates lead
Integrate Whippy and contact matching tools to find or create a contact and create a lead to set source and assignment.
Whippyor swap with your favorite app
5.Notifies team in Slack
Integrate Slack and collaboration tools to send a channel message with the summary and phone to enable quick triage.
Slackor swap with your favorite app
6.Adds an audit log row
Integrate Google Sheets and spreadsheet logging tools to add a row with phone, summary, and the full transcript to maintain an audit trail.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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