Here we will be using an inbound agent to capture the transcript in a Google sheet.

An inbound agent accepts calls on your behalf.\
\
You will need, the Model ID, and a location to send the transcript. \
You can also format this information to only collect some information.

Synthflow AI
1.
Phone Call Completed
Add step
Google Sheets
2.
Create Spreadsheet Row
Add step

Here we will get the phone number, and transcript.

You will also need the Model ID from your Inbound agent

Garo Inbound
Inbound
Model ID: 17...21500
API Key: 17...36830
Dashboard
Configure
Prompt
Actions
Deployment
Calls
🔒Admin
Showing 1 – 7
of
7
CONTACT
STATUS
CREATED
DURATION
CAMPAIGN
LABELS
+491631746036
Completed
Sep 16, 2024
01:32
Test
–
+498064101985
Failed
Sep 16, 2024
–
Test
–
+18064101985
Hangup On Voicemail
Sep 16, 2024
00:20
Test
–
+18064101985
Completed
Sep 16, 2024
01:46
Live
–
+18064101985
Completed
Sep 16, 2024
00:08
Live
–
+18064101985
Completed
Sep 16, 2024
00:21
Test
–
+18064101985
Completed
Sep 16, 2024
00:15
Test
–

To start click on the trigger step, and add a Synthflow trigger, Currently we only have one trigger and that is "Phone call Completed"

Once here, make sure to connect your Synthflow account. \
\
Click Continue

Next find the model number in Synthflow of the Inbound Model ID you want to collect the data from.

Model ID
*
1726493181579x554307227313421500

Test the step to pull in a call transcript from a previous call.

Phone Call C
original record pulled on Sep 17, 2024

You will need to make a test call to get transcript data so please call the agent first before testing the step.

once you have a test call you will see a few pieces of information that you can choose to collect.

Call Transcript

bot: Hey, you've called to Elephante RevOps. How may I assist you today?
human:  Just demoing the product.
bot: Got it! 
bot: If you have any questions or need information about our services, feel free to ask. 
bot: Would you like a quick overview of what we offer? 
human: (Now the user has not responded in a while, you would say:)
bot: Just checking in... 
human:  Yeah. It sounds like you're speaking in UK accent.
bot: Oh, interesting! 
bot: I can assure you I'm here to help no matter the accent. 
bot: So, what would you like to know more about? 
bot: Our services, pricing, or something else? 
human:  You you help with HubSpot. Right?
bot: Absolutely! 
bot: We specialize in HubSpot onboarding to help you get the most out of your investment. 
bot: Would you like more details on how we can assist with that? 
human:  Yes, please.
bot: Great! 
bot: Our HubSpot onboarding service includes everything from initial setup to training your team. 
bot: We ensure a smooth transition and help you leverage all the features HubSpot offers. 
bot: Would you like to schedule a free consultation to discuss this in more detail? 
human:  No. Thanks.
bot: No problem at all! 
bot: If you have any other questions or need further assistance, just let me know. 
human:  Alright.
bot: Alright then! 
bot: Have a fantastic day, and feel free to reach out anytime. 
human:  Alright. Thanks.

In this tutorial we are only moving the Transcript but you can collect any piece of information here and move it anywhere else.

Make sure the Spreedsheet is connected correctly and choose "Create spreadsheet row"

App *
Google Sheets
Change
Action event *
Create Spreadsheet Row
Account *
Google Sheets success@synthflow.ai
Used in 4 Zaps
Change
Google Sheets is a secure partner with Zapier. Your credentials are encrypted and can be removed at any time. You can manage all of your connected accounts here.

Configure the details in the configure section using the plus buttons on the boxes to enter information from previous steps.

Drive
My Google Drive
Spreadsheet
*
Zapier Test
Worksheet
*
Sheet1
name
﻿
﻿
1. Lead Name:Nick﻿

Phone number
﻿
﻿
1. Lead Phone Number:+491631746036﻿

Transcript
﻿
﻿
1. Call Transcript:bot: Hey, you'…lright. Thanks.﻿


The variables "Number" and " Transcript" here are from inside Google sheets. \
\
The first row of the google sheet is where you fill these out to get them inside of Zapier.

Once you test this it will move the information over to Google sheets.

Transcript

bot: Hey, you've called to Elephante RevOps. How may I assist you today?
human:  Just demoing the product.
bot: Got it! 
bot: If you have any questions or need information about our services, feel free to ask. 
bot: Would you like a quick overview of what we offer? 
human: (Now the user has not responded in a while, you would say:)
bot: Just checking in... 
human:  Yeah. It sounds like you're speaking in UK accent.
bot: Oh, interesting! 
bot: I can assure you I'm here to help no matter the accent. 
bot: So, what would you like to know more about? 
bot: Our services, pricing, or something else? 
human:  You you help with HubSpot. Right?
bot: Absolutely! 
bot: We specialize in HubSpot onboarding to help you get the most out of your investment. 
bot: Would you like more details on how we can assist with that? 
human:  Yes, please.
bot: Great! 
bot: Our HubSpot onboarding service includes everything from initial setup to training your team. 
bot: We ensure a smooth transition and help you leverage all the features HubSpot offers. 
bot: Would you like to schedule a free consultation to discuss this in more detail? 
human:  No. Thanks.
bot: No problem at all! 
bot: If you have any other questions or need further assistance, just let me know. 
human:  Alright.
bot: Alright then! 
bot: Have a fantastic day, and feel free to reach out anytime. 
human:  Alright. Thanks.

To get Name or other variables from an inbound agent you can use an Information extractor and the prompt to get the agent to ask the persons name and pass it as a variable!

Fine-Tuner

Zapier

Google Contacts

Google Sheets is a powerful online tool to help you do quantitative analysis. Learn how to use formulas to manipulate and analyze datasets, such as Google Sheets' COUNTIF and SUMIF functions, among many others.

Set-up an Inbound Call