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Creating an FAQ from Sales Call Transcripts in Clari

Avatar of Shyam R.Shyam R.
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Hey, I need help with this workflow. I want to extract data from all my sales call transcripts from Clari, and analyze them for questions asked by the prospects, and answers given by the sales reps and use this to create an FAQ document to train the sales team. Has anyone built this workflow before? How do I go about it? I’m relatively new to clay.

4 comments

  • Avatar of Channeled
    Channeled
    APP
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    To create a workflow in Clay for extracting and analyzing data from Clari sales call transcripts, you can follow the FETE (Find, Enrich, Transform, Export) framework: 1. Find: Import your Clari sales call transcripts into Clay. 2. Enrich: Use Clay's AI capabilities to analyze the transcripts for questions asked by prospects and answers given by sales reps. 3. Transform: Organize the extracted information into a structured format, categorizing questions and answers. 4. Export: Use the "write to table" feature to compile the analyzed data into an FAQ document. For a more detailed walkthrough, you can explore Clay University or schedule time with a Clay expert to help you set up this specific workflow.

  • Avatar of Channeled
    Channeled
    APP
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  • Avatar of Anirudh W.
    Anirudh W.
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    Shyam R. came across this query. I do something similar for Grain recordings to extract insights. Here’s what I do -

    1. 1.

      Webhook transcripts and intelligent summary to clay

    2. 2.

      filter my relevance (using clay agent) + extract insights if relevant

    3. 3.

      Convert the clayagent 2 data into consumable bites

    4. 4.

      If you wish to send it to a sheet you can just push it to a sheet/slack to use as battle cards for sales teams

  • Avatar of Channeled
    Channeled
    APP
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    ·

    To create a workflow in Clay for extracting and analyzing Clari sales call transcripts, you can follow a similar process to what you're doing with Grain recordings: 1. Import Clari transcripts into Clay using webhooks or API integration. 2. Use Clay's AI capabilities to analyze the transcripts for questions asked by prospects and answers given by sales reps. 3. Filter for relevance and extract insights using a Clay agent. 4. Transform the extracted data into consumable bites. 5. Use the "write to table" feature to compile the analyzed data into an FAQ document. 6. Optionally, push the data to a sheet or Slack for use as battle cards for your sales team. This workflow follows the FETE (Find, Enrich, Transform, Export) framework, which is helpful for building Clay flows.