1.Triggers on new call recording
Integrate RingCentral and call recording storage to start the workflow when a new call recording event arrives.
Attach call transcript and action items to client record
Automatically monitor new call recordings across RingCentral, Zapier Tables, ChatGPT (OpenAI), Jotform, and OneDrive. Create and update call transcripts and action-item summaries when recording arrives, recording uploads, or audio file comes inβso you can attach CRM notes, extract priorities, and save PDF copies without manual paperwork.
How this automation captures call notes in your CRM
When a new call recording event arrives, important details can get lost between manual transcription and CRM updates. This automation transcribes audio, extracts action items, and saves transcript and PDF filesβso your team can attach complete call notes quickly.
RingCentralor swap with your favorite app
2.Finds matching client record
Integrate Zapier Tables and CRM lookup tools to match the recording source phone and identify the correct client record.
Zapier Tablesor swap with your favorite app
3.Creates transcript and action items
Integrate ChatGPT (OpenAI) and transcription tools to generate a transcript and extract prioritized action items.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates call-summary submission
Integrate Jotform and form processing tools to post the transcript and action items into a standardized call-summary form.
Jotformor swap with your favorite app
5.Saves PDF copy to OneDrive
Integrate OneDrive and cloud storage tools to create a dated PDF file copy in a dedicated call-transcription folder.
OneDriveor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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