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Analyze Call Transcripts

Find buyer signals and agreed next steps in sales call transcripts

Use this Agent instantly or customize it - no programming needed

Review a ready sales call and share its findings
Reads
  • Ready call alert
    Ready call alert

    A status change tells the Agent which call page to review and helps prevent repeat work.

  • Call page status and brief
    Call page status and brief

    Your call page shows whether the transcript is Ready and whether a brief already exists.

  • Call transcript
    Call transcript

    Your completed transcript gives the Agent the buyer's words to support its findings.

  • Assigned sales rep
    Assigned sales rep

    Your call page names the rep who needs the brief and follow-up alert.

  • Team insight pages
    Team insight pages

    Your chosen marketing and product pages show where to share supported call themes.

Sales call workspace
Sales call workspace

Your sales call workspace holds call transcripts, rep assignments, and the pages where teams share buyer insights.
Is this call no longer Ready or already reviewed?YesNo
Skip the call
Is the transcript missing or incomplete?YesNo
Request the full transcript on the call page
Writes
  • Review blocker comment
    Review blocker comment

    A call page comment tells your team what the Agent needs before it can finish the review.

Is the assigned rep missing?YesNo
Request a rep assignment on the call page
Writes
  • Review blocker comment
    Review blocker comment

    A call page comment tells your team what the Agent needs before it can finish the review.

Is a needed team insight page inaccessible?YesNo
Request access on the call page
Writes
  • Review blocker comment
    Review blocker comment

    A call page comment tells your team what the Agent needs before it can finish the review.

Write the brief, alert the rep, share themes, and mark Reviewed
Writes
  • Sales call brief
    Sales call brief

    Your call page gets a source-linked summary of buyer signals and agreed next steps.

  • Rep alert
    Rep alert

    A comment mentions the assigned rep on the call page so they can find the brief.

  • Marketing themes
    Marketing themes

    Your marketing page gets relevant buyer themes with a link to the call.

  • Product themes
    Product themes

    Your product page gets relevant feature feedback with a link to the call.

  • Reviewed call status
    Reviewed call status

    Your call page shows Reviewed after the brief and any relevant team notes are in place.

This Agent waits for you to mark a completed call transcript Ready. It reads the call and briefs the assigned rep on the page. It shares relevant themes on your chosen marketing and product pages.

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HubSpot
Used as:
Show all Agents working with HubSpot
monday.com
Used as:
Show all Agents working with monday.com
Zoom
Used as:
Show all Agents working with Zoom

Made for your industry

Analyze Call Transcripts is made for businesses in these industries.

Made for your role

Analyze Call Transcripts is made for people in these roles.

Made for your department

Analyze Call Transcripts is made for people in these departments.

How Analyze Call Transcripts works

5 steps, in order, on every run.

  1. Read the Ready TranscriptRead the transcript and assigned rep after you mark the call Ready. Request missing transcript text or a rep on the call page.
  2. Identify Buyer SignalsIdentify buyer needs and objections in the transcript. Separate agreed next steps from unclear suggestions.
  3. Write the Rep BriefAdd the call findings to the transcript page. Mention the assigned rep in a comment so they can follow up.
  4. Share Team ThemesAdd relevant themes to your chosen marketing and product pages. Link each note to the call transcript.
  5. Mark the Call ReviewedSet the call status to Reviewed after adding the brief and applicable team notes. Leave it unreviewed if a shared page needs access.

How to Get Started

Connect your tools

Connect the tools you already use, such as HubSpot, monday.com or Zoom.

3 tools
Set your rules
  • Create a sales call transcript database with a Status property, a Rep person property, and transcript text in page blocks; mark a page Ready only after the transcript is complete.
  • Choose shared marketing and product insight pages and grant the Agent read and edit access to the transcript database and both pages.
  • Subscribe the Agent to page property update webhooks and allow it to read and update pages, append blocks, and create comments.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Analyze Call Transcripts:

What do I set up before using this Agent?

You create a call database with Status and Rep fields. You choose shared marketing and product pages and grant the Agent access.

What does the call brief include?

Your brief covers buyer needs and objections. You also see named competitors and feature requests. Agreed next steps appear only when the transcript supports them.

What if a transcript is incomplete or has no assigned rep?

Your call stays unreviewed. The Agent comments on the page to request the transcript or a rep.

Where do marketing and product insights go?

You choose shared pages during setup. Relevant themes appear there with a link to the call.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.