built by
Airtable
Category
Product
Sales call transcripts are a treasure trove of insights—but without the right analysis, they’re impossible to act on. This play helps operations and product leaders turn raw feedback into clear, tagged insights automatically. AI categorizes themes, links feedback to features, and updates dashboards in real time—no manual tagging, no export headaches. Just a direct line to what your customers really need.
Turn customer calls into instant product insights
When to use this play
Use this play to turn scattered call transcripts into structured insights that inform smarter product and business decisions.
Prioritize the roadmap by aggregating and ranking feature themes from across customer conversations.
Monitor competitive threats by quantifying and analyzing mentions across sales calls.
Assess account health by identifying churn indicators and sentiment shifts in real time.
Pro tip
Add a custom AI tag for each competitor name or key feature area—this makes it easy to filter insights by theme, track trends over time, and share targeted summaries with stakeholders.
Business impact
Turn call insights into a strategic advantage—driving faster decisions, clearer visibility, and greater team efficiency.
Accelerate decision-making by closing insight gaps and aligning roadmaps to real customer needs.
Unify visibility with live dashboards that surface emerging trends across conversations in one workspace.
Reduce manual effort by automating tagging and feedback analysis, freeing teams to focus on more strategic work.
5 steps to get you started
Follow these five steps to transform raw call transcripts into structured insights your product team can immediately act on.
Sample Field Agent prompts
Start with these prompts for your AI fields in Airtable. Copy and paste into the open field, and customize them for your unique workflows.
Start here
Examine a conversation to find statements where a customer expresses problems or dissatisfaction.
Output:
List sentences or phrases from the transcript that detail pain points, each on a new line. If none are found, state, "No pain points detected."
Context and data:
Transcript: _<Insert field>_
Identify competitors mentioned in a call.
Output:
List all competitors mentioned.
Context and data:
Transcript: _<Insert field>_
Review a sales transcript to find clues about the customer's account health.
Output:
List any account health indicators, each on a new line. If none are found, state "No account health indicators found."
Context and data:
Transcript: _<Insert field>_
About Omni and Field Agents
Skip the code. Transform your data into custom interfaces, automations, and agents with Airtable’s AI-native app platform.
Omni helps builders do what they do best.
Truly transformative building requires a deep understanding of your business and the way you work. Omni is your Airtable expert and sidekick who seamlessly integrates with your data, information, and insights to help you build sophisticated workflows in minutes, not months.
Don’t just ask AI. Deploy it.
Put powerful AI agents to work across thousands of Airtable records and embed them into every business process. Airtable's intelligent agents think dynamically, drive decisions, and orchestrate actions across your entire operation.
Try Airtable for free or explore more real-world AI use cases in the Airtable AI playbook.
Turn customer calls into instant product insights
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