Weekly Insights from Customer Calls
This AI workflow will analyze all of your customer calls from the past week and create a structured report with the following synthesized insights:
- Customer Profiles
- Use cases
- Strengths
- Weaknesses
- Alternative Tools
Gmail
Slack
OpenAISteps in this workflow
1
Trigger
2
Find customer call meeting notes
3
Create Report
4
Send message
How it works
1
Trigger
Trigger Trigger
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
3
Create Report
AppOpenAI
Action Prompt Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please review the attached meeting summaries and write a consolidated report of insights from customer calls.
First, please scan all of the transcripts and discard any that are not from customer meetings.
Next, review the transcript of each customer meeting carefully and analyze the following:
- Customer industries, roles, and business types
- Key use cases for AI and automation
- Things they like about Relay.app
- Things they struggle with in Relay.app
- Other tools they use or have tried
Once you've reviewed all of the customer meetings, please aggregate your findings into synthesized report of insights.
Please use bullet points, line breaks, and emoji to make it readable as a Slack message.
