I will build an ai workflow for transcript summaries and CRM notes
Sobre este Serviço
Turn supplied meeting or call transcripts into consistent summaries, decisions and action items.
I will build a custom Node.js/TypeScript workflow that sends your text to an agreed AI model and returns structured output. Action owners and due dates are included only when present in the transcript; missing details are marked for review.
Choose a local prototype, a reusable file-processing workflow, or an integration that saves a note to one agreed CRM after your approval.
Your delivery includes:
- Source code and configuration instructions
- An agreed summary/action-item format
- Tests using your approved sample transcripts
- A short walkthrough and documented limitations
This service starts from text you already have. Audio transcription, meeting recording, live call capture and additional integrations require a separate scope. AI output needs human review. You provide the model account; usage and hosting fees are separate.
Message me with a redacted transcript, your desired output and the CRM you use. I will confirm compatibility and scope before you order.
Conheça mais sobre Sami
GoHighLevel CRM and Automation Specialist
- A partir deAustrália
- Membro desdejul. de 2022
Idiomas
Inglês
Perguntas frequentes
Do you record or transcribe meetings?
No. Supply a plain-text transcript you are authorized to process. Recording, audio transcription and meeting-bot connections are separate projects.
Which AI model will you use?
We agree on one provider and model before ordering. Claude is an available implementation option. You supply your own account and pay its usage charges.
Will the AI invent action owners or dates?
The workflow instructs the model to preserve stated information and flag missing details. Samples are checked for unsupported statements, but AI output still requires review.
Can you send notes to my CRM?
Premium covers one compatible CRM API and note-creation action after your approval, using an existing record ID. API access and buyer plan compatibility must be confirmed first.
What does handover include?
Source code, environment-variable guidance, sample input/output, test results and a walkthrough. Ongoing operation, maintenance and new integrations are separate.
