Import call transcripts

The problem

Your calls are where the detail lives, but the transcripts pile up in a meeting tool nobody opens. Nothing links them to the people or deals they belong to, so a week later there is no record of what was said or who said it.

How the agent does it

The agent checks your call tool every 15 minutes for new transcripts, saves each one, and matches the participants to their rows in Contacts, linking the call to the right people and deal automatically. Your history stays current without anyone copying anything.

Setup

1. Connect your call recording tool in Integrations.
2. Ask it to pull new transcripts, save them, and link attendees to Contacts.
3. Point it at your Contacts and Deals databases so it knows what to match against.
4. Set the trigger to run every 15 minutes.
5. Run it once, confirm a recent call linked to the right people, and turn it on.

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