What it does
Use when a user mentions "call recording AI", "call insights extraction", "call coaching automation", or asks for related help. When a call recording becomes available, run AI extraction for objections + talk-listen ratio + sentiment + next-step signals, log to the linked deal, and alert managers on at-risk calls.
You get
Attribute
AI-Derived Attribute produced by this recipe.
Content Asset
Asset produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Build Call Insights AI Attribute
create_ai_attributeCreate an AI-derived attribute on the Meeting object called
Build Manager Alert Content
create_slack_contentGenerate Slack alert content for sales managers when a call
Build Recording Intelligence Workflow
Create WorkflowCreate a workflow firing on call_recording_available. Step sequence: (1) compute call_insights attribute from the transcript; (2) update the linked Meeting record
Build Coaching Dashboard
Build DashboardCompose a coaching dashboard: talk-listen ratio by rep (rolling 30 days) flagging anyone outside the 40-55% rep-talk healthy range; top 5 objection categories by frequency (network-level + per-rep); discovery question count distribution (flag reps consistently below 5/call); at-risk call count by rep and week; and a leaderboard of calls with the highest buying-signal density (these are good listen-back examples for team training).
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