Recorded calls and meetings
How to transcribe calls and video meetings for upload to folders
Recorded calls and meetings are some of the most valuable mediums for customer insights. This guide will walk you through how to get them into your folders
Previously transcribed calls
Step 1: Create a CSV and import transcripts
Make the first row a header row and include fields like first name, last name, email, and submission content
Copy/paste your transcripts into the content cell of each row, creating one row for each call/meeting transcript
Import the CSV into CustomerIQ and map to a folder
Previously recorded calls and meetings (not transcribed)
Step 1: Setup a zap from Descript to CustomerIQ
Signup or login to your Descript account
Go to your Zapier zaps page and create a new zap
Click the trigger card and search for Descript
Use "New Transcription Ready" as the event
Authenticate with Descript
Now click the Action card and search for CustomerIQ. Note: If you haven't join the CustomerIQ Zapier integration yet, do so by clicking this link: https://zapier.com/developer/public-invite/190520/bb64cfd83c0861b92d7f316fa9b3080b/
Use "Create folder submission" as the event
Get your API key from Apps and Integrations > API Key and authenticate with CustomerIQ
Choose the folder to send transcriptions to (we recommend leaving highlights extraction ON)
Map the Transcribed text field to the Submission filed in CustomerIQ
Test the integration
Publish the zap
Step 2: Upload your recording to Descript
Open Descript
Create a new audio or video project
Upload your meeting file
On the menu next to your file click Transcribe File
Confirm transcription
Step 3: See transcription in CustomerIQ
When the transcription is complete you will see it in your CustomerIQ folder along with all the related highlights
Recommended meeting recording tools
In the future if you'd like to start recording calls and meetings we recommend a few applications:
Google Meet (business plan): Recordings are stored in Google Drive folders. Create a zap to add transcripts to CustomerIQ folders
Zoom: Use Zapier to send recordings to Descript then send to CustomerIQ
Grain: Here's our guide on how to send transcripts to CustomerIQ using Zapier
Fireflies.ai: Here's our guide on how to send transcripts to CustomerIQ using Zapier
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