- AI-Agent
- Ready to Run
Transcribe Call Recordings
Start transcription and check full text on customer timelines
Use this Agent instantly or customize it - no programming needed
- Call IDCall ID
Your call ID identifies the updated call with the synced recording.
- Call recordingCall recording
Your call recording must play before transcription can start.
- Customer associationCustomer association
Your call's customer link identifies the timeline where its transcript belongs.
- Transcript check statusTranscript check status
Your call's check status shows whether someone has confirmed its transcript.
Your customer call workspace detects recorded calls, starts transcription, and shows each transcript on the customer's timeline.
- Recording issueRecording issue
The account owner can review a recording that will not play or transcribe.
- Customer match requestCustomer match request
The account owner can identify which customer belongs with the call.
- Transcription requestTranscription request
Your recorded call has been marked ready for transcription.
- Recording issueRecording issue
The account owner can review a recording that will not play or transcribe.
- Full call transcriptFull call transcript
You can read the full conversation from the call on your customer's timeline.
- Checked call statusChecked call status
Your call shows that its full transcript appears on the intended customer's timeline.
This Agent starts when a portable recorder's recording reaches a customer call. It checks the audio and customer, then starts transcription. You can read the full text on that customer's timeline.
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monday.comUsed as:
- Customer call workspace
monday.com detects recorded calls, starts transcription, and shows each transcript on the customer's timeline.
ZoomUsed as:
- Customer call workspace
Zoom detects recorded calls, starts transcription, and shows each transcript on the customer's timeline.
Made for your industry
Transcribe Call Recordings is made for businesses in these industries.
- Advertising and Marketing
Make agency client calls readable from the right account history.
Show all Agents for the Advertising and Marketing industry - Software
Make software customer calls readable from the account history.
Show all Agents for the Software industry - IT Services
Keep recorded client service calls readable in customer history.
Show all Agents for the IT Services industry - Consulting
Keep recorded client calls readable in the right customer history.
Show all Agents for the Consulting industry - Financial Services
Keep client call transcripts visible on the right customer timeline.
Show all Agents for the Financial Services industry - Real Estate
Keep buyer and seller call transcripts with the right customer.
Show all Agents for the Real Estate industry - Insurance
Keep policyholder call transcripts on the right customer timeline.
Show all Agents for the Insurance industry
Made for your role
Transcribe Call Recordings is made for people in these roles.
- Account Executive
Keep recorded sales calls readable on the right customer timeline.
Show all Agents for the Account Executive role - Sales Representative
Put full customer call transcripts where follow-up begins.
Show all Agents for the Sales Representative role - Account Manager
Put full client call transcripts on the right customer timeline.
Show all Agents for the Account Manager role - Real Estate Agent
Keep buyer and seller call transcripts on their customer timelines.
Show all Agents for the Real Estate Agent role - Consultant
Make recorded client conversations readable in customer history.
Show all Agents for the Consultant role - Insurance Agent
Put policyholder call transcripts on the right customer record.
Show all Agents for the Insurance Agent role - Financial Advisor
Keep recorded client calls readable on the right account timeline.
Show all Agents for the Financial Advisor role - Client Services Manager
Keep client call transcripts in reach for account follow-up.
Show all Agents for the Client Services Manager role - Customer Success Manager
Keep customer call transcripts beside the account's history.
Show all Agents for the Customer Success Manager role
Made for your department
Transcribe Call Recordings is made for people in these departments.
- Sales
Make recorded customer calls readable on the right timeline.
Show all Agents for the Sales department - Client Services
Place client call transcripts in the right customer history.
Show all Agents for the Client Services department - Customer Success
Keep customer call transcripts visible for the next check-in.
Show all Agents for the Customer Success department - Account Management
Keep recorded account calls readable before the next follow-up.
Show all Agents for the Account Management department
How Transcribe Call Recordings works
3 steps, in order, on every run.
-
Check the recorded callOpen the call and confirm its recording plays for one intended customer. Ask the account owner to resolve missing audio or an unclear customer.
-
Start call transcriptionMark the recording ready for transcription and wait for the full text. Flag failed or empty transcripts for the account owner.
-
Confirm the transcript on the timelineOpen the full transcript from the right customer's call timeline. Mark the call checked once the text appears.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Connect the portable recorder's call upload so each recording is added to a call in the customer call workspace.
- Enable call transcription and give the account owner access to customer call transcripts.
- Choose the customer call property that marks a transcript as checked, so later call updates do not repeat the work.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Transcribe Call Recordings:
You connect your recorder's uploads to customer calls and enable call transcription. Give the account owner access to those transcripts.
The Agent leaves the call unchecked and asks the account owner which customer it belongs to.
The Agent leaves the call unchecked and flags the recording for the account owner to review.
Yes. You choose the call property that marks the transcript checked, so later call updates do not repeat the work.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.