Customer call insight generator
Relay.app Team
Steps in this workflow
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
Activates automatically every Saturday to begin the insight collection process. This scheduled trigger ensures your team receives consistent weekly updates about customer feedback and needs.
Searches your Gmail for emails with "Your meeting recap" in the subject line from the past week. The search automatically filters for relevant meeting notes to ensure only customer call recaps are included in the analysis.
Analyzes the meeting notes to create a comprehensive customer insights report. The AI extracts information about customer industries, use cases, feedback about Relay.app, pain points, and competitive intelligence, then formats everything into a readable Slack message with bullet points and emoji.
Posts the finished insights report to your Slack channel. The message is formatted for readability and contains all the extracted customer insights for team-wide visibility.