1.Detect new file in folder
Integrate Google Drive and storage folders to retrieve the new transcript file content for scoring row creation.
Create CSM call autograde row from uploaded transcript
Automatically monitor new check-in transcript files across Google Drive and CSM tools. Create and update scoring rows and notify your CSM channel when transcript uploaded or new file added to folder or transcript text extracted—so you can build scoring rows, surface next steps, and eliminate manual data entry.
How this automation creates scoring rows from transcripts
When check-in transcripts are uploaded but not standardized, CSMs lose time on scoring and next step follow-up. This automation retrieves transcript text, analyzes it into structured JSON, creates a Google Sheets row, and sends a Slack alert—so your team can act on insights fast.
Googleドライブor swap with your favorite app
2.Analyze transcript into JSON
Integrate Anthropic (Claude) and AI parsing to extract rapport, follow-ups, stats reviewed, funnel step, rating, and next steps.
アントロピック(クロード)or swap with your favorite app
3.Create scoring spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to create a row that records client, rep, date, scores, and next steps.
Google Sheetsor swap with your favorite app
4.Send CSM alert message
Integrate Slack and team messaging to post a concise alert with churn risk, call rating, and prioritized next steps.
Slackor swap with your favorite app
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