1.Monitors event ended calls
Integrate Google Calendar and scheduling systems to detect event ended calls and trigger recording lookup.
Attach call recording and evaluation to CRM deal
Automatically monitor call events ended across Google Calendar, Google Drive, Transcript LOL, Files By Zapier, AI by Zapier, and Pipedrive. Create and update when calls end, calendar events close, or scheduled calls finishβso you can store recordings, generate transcripts, and attach AI deal notes without manual note taking.
How this automation attaches call context to deal records
When Google Calendar event ended, missing recordings and insights can slow deal follow-up. This automation finds recordings and creates transcripts and generates AI evaluations and updates Pipedrive dealsβso your team can follow up with full context.
Google Calendaror swap with your favorite app
2.Finds recording URL from Drive
Integrate Google Drive, file search tools, and recording storage to locate the matching recording URL.
Google Driveor swap with your favorite app
3.Creates transcription from recording
Integrate Transcript LOL and transcription tools to generate a transcript file or link from the recording URL.
Transcript LOLor swap with your favorite app
4.Extracts text from transcript
Integrate Files By Zapier and text processing tools to extract plain text from the transcript for AI input.
Files By Zapieror swap with your favorite app
5.Generates deal evaluation and summary
Integrate AI by Zapier and analysis tools to generate an evaluation, improvement notes, and a numeric rating.
AI by Zapieror swap with your favorite app
6.Creates note and updates deal
Integrate Pipedrive and CRM records to add the AI note and attach the transcript link to the deal.
Pipedriveor swap with your favorite app
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