Sales & CRM

Call processing & transcripts

Integrated Sembly (AI call assistant): it records and transcribes each meeting, then an automation searches the CRM for an entity by participants' emails across types (lead, user, etc.).

Engagement

Industry
Sales & CRM

About the product

Integrated Sembly (AI call assistant): it records and transcribes each meeting, then an automation searches the CRM for an entity by participants' emails across types (lead, user, etc.). If found, the transcript is attached to it; if not, a Slack alert is raised for manual handling.

What we did

  • If found, the transcript is attached to it; if not, a Slack alert is raised for manual handling.

Stack

  • Sembly
  • N8N
  • CRM API
  • Slack

Similar problem?

This work came out of the direction below.