Marketing automation · Runs after a meeting is transcribed
Collect customer quotes from calls.
Quotes about customer problems, your product, and alternatives, grouped by theme. This automation runs after a meeting is transcribed. Fieldwork emails you the report when something needs attention.
Collect customer quotes from calls — Sep 17
Automation run • Sep 17
Collect customer quotes from calls
Output
Three external customer quotes qualify for Harbor & Pine’s messaging page, covering problems, the product, and alternatives. Maya Calder’s comments are excluded because she works for Harbor & Pine.
The customer call took place September 17, 2026, from 8:30 to 8:55 AM Portland time. Timestamps below are elapsed transcript times.
Added to Harbor & Pine’s messaging page in the Fieldwork knowledge base:
| Theme | Exact words | Speaker | Timestamp |
|---|---|---|---|
| Customer problems | “I need something warm at my desk that doesn't feel like wearing a sleeping bag.” | Wren Hollis | 04:12 |
| Our product | “The Cascade Merino Crew fits under my rain shell without bunching at the elbows.” | Kit Alder | 11:38 |
| Alternatives | “I've been using a cotton sweatshirt, but it stays damp after the walk to work.” | Wren Hollis | 18:06 |
No other qualifying customer quotes or named competing brands appeared in the transcript. These excerpts preserve the speakers’ wording without turning it into marketing claims.
The page now includes all three excerpts under their matching themes, with the meeting date, speaker and timestamp.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Read my meeting transcript.
- 2
If people from outside my organization attended, collect their exact words about their problems, our product, and alternatives.
- 3
Record who said each quote and when, and add it to the messaging page under the relevant theme.
- 4
Exclude quotes from people in our organization.
Adjust the automation in Chat
Tell the agent what to do differently and ask it to set up that version with the same trigger.
- Set this up to include surrounding context for each quote.
- Set this up to group quotes by product and theme.
- Set this up to use my specified messaging page.
Fieldwork emails the report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
What starts this automation
Runs after a meeting is transcribed.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
No messages sent
An automated run has no tool that sends, posts, or replies. The agent can update notes and its log in your Fieldwork knowledge base.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect.
More automations for marketing.
Questions about this automation.
- How does it start?
- Connect your email and calendar system. It runs after a meeting is transcribed, using its transcript and notes, and cannot run by hand.
- What can it change?
- It adds the quotes to your messaging page in the Fieldwork knowledge base. It does not send messages or create mailbox drafts.
- Can I change what it collects?
- Ask in chat to set up an adjusted automation with your themes, context requirements, and destination page. Quotes from your own organization remain excluded.
- Where does the report arrive?
- An emailed report links to the full conversation. If nothing needs attention, no email or push notification is sent.
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