Automated Analysis of Recorded Calls

I require an expert with advanced knowledge of Zapier and related platforms to create a sophisticated automation for my business. The goal is to automate the transfer of recorded calls from Ringcentral to [login to view URL] for analysis, and send the synthesized details to my email. Key Tasks: - Configure Zapier to manage Ringcentral call recordings. - Use [login to view URL] for analysis of these recordings. - Elicit necessary details from the analyzed calls including transcripts, sentiment analysis, action items, and risks. - Finalize a suitable output format for the analyses, a spreadsheet or an Asana task potentially. Skills and Experience: - Expertise in Zapier and related automation tools. - Good understanding of Ringcentral and [login to view URL] platforms. - Strong capabilities in sentiment analysis and risk identification. - Ability to work with multiple output formats. Your experience in handling a similar project in the past will be highly desired. I look forward to your contributions. Summary of what I'm looking for: Creating a zap that integrates RingCentral, [login to view URL], and a task management or communication tool (to send the analyzed data to each location's manager) involves a few steps. Here's a broad overview of how you might set this up using Zapier, assuming you are familiar with each platform's capabilities and limitations. ### Step 1: Trigger - New Recorded Call in RingCentral - **Trigger Event**: Choose the event that initiates the zap, such as a new recorded call in RingCentral. You will need to connect your RingCentral account to Zapier and select the specific trigger you're interested in. ### Step 2: Action - Send Recording to [login to view URL] for Analysis - **Action Event**: After the trigger, the zap should have an action that sends the recorded call to Otter.AI. This might require using a custom Webhooks by Zapier action if [login to view URL] is not directly supported by Zapier. - **Configuration**: You will likely need to configure this step to include the URL of the recorded call and any other necessary data [login to view URL] requires to process the recording. ### Step 3: Extracting Insights with [login to view URL] - [login to view URL] will analyze the call and provide outputs such as risks, action items, tasks, and summaries. You'll need to figure out how [login to view URL] can send these outputs back to Zapier. This may involve setting up [login to view URL] to send emails with this information or using [login to view URL]'s API if available. ### Step 4: Distributing Insights to Each Location's Manager - **Action Event**: Use an action in Zapier to distribute the insights from [login to view URL] to each location's manager. This could be via email, Slack, Microsoft Teams, or another communication tool your management team uses. - **Configuration**: You'll need to set up conditional logic or Paths in Zapier, if available, to send the relevant information to the correct manager based on the call's originating location or other identifiable information. ### Considerations: 1. **API Limits**: Be aware of any API limits for RingCentral, [login to view URL], and Zapier that might affect how often you can run this zap. 2. **Privacy and Consent**: Ensure you are compliant with any relevant laws regarding call recording, data processing, and privacy. 3. **Testing**: Thoroughly test your zap to ensure that the flow works as expected and that managers receive the correct information. If direct integration between RingCentral and [login to view URL] is not available on Zapier, you may need to use intermediate steps or services to facilitate the data transfer. Additionally, custom scripting within Zapier's Code by Zapier app might be necessary if the workflow requires more complex logic than what's available through standard zap configuration. Given the complexity of this setup, it might be beneficial to consult with someone who has technical expertise with Zapier and these specific platforms to ensure a smooth implementation.